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.
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Edward Jones - Financial Advisor: Allen Wessel, CFP®
What an absolute embarassment the New Holland branch and Allen Wessel is!!! He's been targeting the assisted living communities for years by telling them that he's there to assist in every way possible and be there for every event along the way. However, when life comes calling, he fails miserably to be available when it finally matters.
My family doesn't have a million dollars under his management, and perhaps thats why he's ignoring the many voice mails we've left, even after our family emergency situation. Its pathetic really, but he does put on a good show to get the account initially. At bare minimum, we'd at least expect some sort of response from the branch. It's considered common courtesy, especially under the circumstances. Its as if he's been targeting the elderly to take advantage of them.
From my family's recent experience, there are much better choices in Lancaster County that will do a much better job. This has been a horrible experience and I hope that this post will save you from making the same mistake my family made years ago.
Frequently Asked Questions About Edward Jones - Financial Advisor: Allen Wessel, CFP®
What financial services does Edward Jones - Financial Advisor: Allen Wessel provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the business hours of Edward Jones - Financial Advisor: Allen Wessel?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays. Fridays are by appointment only.
How can I contact Edward Jones - Financial Advisor: Allen Wessel?
You can call them at +1 717-837-5390 or +1 717-354-4879, or email allen.wessel@edwardjones.com.
Is there an online appointment booking option available?
Yes, you can book an appointment online via their reservation page at https://www.edwardjones.com/us-en/financial-advisor/allen-wessel/contact/.
Where is Edward Jones - Financial Advisor: Allen Wessel located?
Their office is located at 201 East Main St, New Holland, PA, 17557, United States.
Are there mobile apps available for Edward Jones services?
Yes, they offer apps on both Android and iOS devices to support their clients.
How can visitors use nearby places to plan their visit to Edward Jones?
Visitors can stop by nearby spots like Safe Place Counseling for mental health services or relax at Theraflex massage after a financial consultation.
What recreational or dining options are near Edward Jones - Financial Advisor: Allen Wessel?
You can enjoy dining at Lickity Split, an American restaurant and ice cream shop, or try the Escape Room at Lickity Split for a fun activity nearby.
Are there any shopping opportunities close to Edward Jones in New Holland?
Yes, nearby you can visit stores like Hearts In Bloom Florist for gifts, Lucky Dog Thrift Store or Screaming Lion Antiques for unique shopping experiences.
What language is spoken at Edward Jones - Financial Advisor: Allen Wessel's office?
The primary language used for services is English.