Edward Jones - Financial Advisor: Larry V Daniels

3.0
2 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Larry V Daniels
3 Valley Square, Blue Bell, PA
19422, United States

Hours

Reviews

3.0
2 reviews
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  • ND
    Nik D.
    Mar 28, 2024
    1.0
    My experience as of today has been horrible. It's so eye opening and upsetting when being met with aggression, hostility, and anger when you place a boundary. I was very adamant about moving some of my investment and refused to disclose this to Mr. Daniel's. He basically told me that he wasn't going to work with me any longer because his clients disclose everything to him. The entitlement and unprofessionalism of his behavior upset me so that I was in tears and I promptly called the customer service line. I don't have any forgiveness because the interaction was uncalled for.

Frequently Asked Questions About Edward Jones - Financial Advisor: Larry V Daniels

What investment services does Edward Jones - Financial Advisor: Larry V Daniels offer?

Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to your individual goals.

What are the office hours of Larry V Daniels' Edward Jones office?

The office is open Monday to Friday from 8:30 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.