Edward Jones - Financial Advisor: Stephen A Smith, CFP®

3.7
3 reviews

About

Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Stephen A Smith, CFP®
202 U S Hwy 206, Branchville, NJ
07826, United States

Hours

Reviews

3.7
3 reviews
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  • SS
    Straykitt1
    Feb 26, 2019
    5.0
    Best financial advisor we ever dealt with. We definitely sleep better knowing Steve is working with us
  • IM
    Its Me Me
    Dec 11, 2018
    1.0
    This guy is an arrogant putz. I went in there to possibly invest some money with him, I walked in with jeans and a T-shirt. He wanted to know how much I have, I let him know he would be handling only a part of my money, he was taken aback and wanted to have all of it. I told him NO, you will handle some of it, and maybe if you do better than others for me, you MAY, MAY get more of it. He did not like that answer. He explained that if I were truly a "sophisticated investor" I would understand that sometimes you don't make money. I then made it clear that he would be evaluated on his performance, and asked him if he charges a fee or gets paid based on how much he makes for me, already knowing that he charges a fee. When he told me, I asked him why he is not sophisticated enough to know that sometimes, you don't get paid for losing money for people, and I left. He let me know as I was leaving that in another ten years, when I had lost all my money I would be back to ask his advice. What a joke. This guy is an idiot snake oil salesman.

Frequently Asked Questions About Edward Jones - Financial Advisor: Stephen A Smith, CFP®

What services does Edward Jones - Financial Advisor: Stephen A Smith, CFP® provide?

They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.

What are the office hours of Edward Jones - Financial Advisor: Stephen A Smith?

The office is open Monday, Tuesday, Thursday, and Friday from 7:30 AM to 6:00 PM, Wednesday from 8:00 AM to 6:00 PM, and closed on Saturday and Sunday.