Edward Jones - Financial Advisor: Phil Harnick

5.0
4 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: Phil Harnick
2101 Strickler Rd, Manheim, PA
17545, United States

Hours

Reviews

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  • CW
    Catherine Woodcock
    Mar 30, 2023
    5.0
    My husband received a retirement account with his work a few years ago through Edward Jones and that led us to meet Phil. Since then he has helped advise us on our investments, savings goals, major purchases, and big decisions over the years. He has been an invaluable asset and help to us, always providing careful advise with kindness and wisdom. He presents complex data in a way that makes it easy to understand and breaks things down so you can get a realistic picture of your finances unlike many other financial advisors. Even though my husband no longer works at the company that had his retirement plan set up here, we kept our investments here and still meet with Phil for financial coaching and advice. Highly recommend him!
  • MH
    Mark Haney
    Aug 26, 2021
    5.0
    Phil is amazing at meeting you at where you are in life plus encouraging you where you want to go in life. Phil is proactive and uses real life examples to help you understand your investments. My last provider was not personable and I felt like I was just another number. I know with Phil I can reach him in a days time and he always points me in the right direction.
  • GM
    Gary Moore
    Jan 23, 2021
    5.0
    Phil has done a great job managing my investments. He is professional, trustworthy, and very good with always following up. I would recommend Phil to anyone looking for assistance with their investments.
  • SC
    Stone Crowbar
    Feb 24, 2020
    5.0
    Phil manages a couple of my investment accounts. Unlike my previous advisor, Phil is always open to new investment ideas. He will work with you by asking pertinent questions on the logic of your suggestions and explains why he agrees or disagrees. Phil is capable of interpreting complex concepts into plain English. While being wise and conservative, Phil keeps a watchful eye on emerging markets and trends; he will not hesitate to call you to suggest financial opportunities. Most importantly, Phil is someone I trust.

Frequently Asked Questions About Edward Jones - Financial Advisor: Phil Harnick

What services does Edward Jones - Financial Advisor: Phil Harnick offer?

We offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising tailored to your individual goals.

Where is Edward Jones - Financial Advisor: Phil Harnick located?

Our office is located at 2101 Strickler Rd, Suite 203, Manheim, PA 17545, USA.