Edward Jones - Financial Advisor: Larry V Daniels

3.0
2 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: 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.