Edward Jones - Financial Advisor: Allen Wessel, CFP®

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: Allen Wessel, CFP®
201 East Main St, New Holland, PA
17557, United States

Hours

Reviews

3.0
2 reviews
5 stars
1
4 stars
0
3 stars
0
2 stars
0
1 star
1
  • CB
    Chris Brown
    Mar 14, 2025
    1.0
    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.
  • LW
    Linda Weaver
    Nov 14, 2021
    5.0
    Great advisor

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.