Edward Jones - Financial Advisor: Peter Phung, CFP®|CEPA®|AAMS®

Reviews

• BT

  Benjamin Tang

  Mar 20, 2025
  5.0
  I can't say enough great things about my experience working with Peter at Edward Jones! From the very first meeting, he took the time to truly understand my financial goals and concerns. His deep knowledge of investments, retirement planning, and wealth management is evident in every conversation. Peter is not only incredibly professional but also patient and approachable. He explains complex financial concepts in a way that makes them easy to understand, ensuring I feel confident in my decisions. His personalized approach and commitment to my financial success have made all the difference. What sets Peter apart is his genuine care for his clients. He regularly checks in, provides timely updates, and is always available to answer any questions I have. I feel secure knowing that my financial future is in such capable hands. If you're looking for a trustworthy, knowledgeable, and dedicated financial advisor, I highly recommend Peter!
• PA

  Paul Anderson

  Mar 11, 2025
  5.0
  Peter has provided me with great service. I have been happy enough to move other investments to Edward Jones with Peter. I appreciate his approach and have recommended his services to others.
• PH

  Paul Ho

  Mar 6, 2025
  5.0
  I had a positive experience working with Peter Phung at Edward Jones. From the beginning, he was responsive and took the time to understand my needs. He assured me that Edward Jones could assist with this, and we quickly scheduled an appointment to move forward. He was professional, organized, and took care of all the necessary paperwork efficiently. I appreciated his dedication to providing the right solution for my financial goals, and I felt that he was genuinely interested in helping me find the best approach for my situation. Overall, I had a positive experience and would recommend his services to others.
• RB

  Ramona Brandes

  Jun 12, 2024
  1.0
  Peter Phung engaged in deceptive practice in his dealings with me that I find unacceptable and a discredit to him and Edward Jones. Specifically, I contacted him regarding setting up a specific type of IRA offered by my employer-a 5304, and advised that if Edward Jones didn't offer that type of IRA set up that I preferred not to waste either of our time coming in to the office as this was the only service I was seeking. I was very clear that my only interest was in setting up this IRA. Mr. Phung advised me that Edward Jones did offer that sort of IRA and set up an appointment to implement, and also had me send over the paperwork regarding the IRA, which I did the week prior to our meeting. Immediately upon my arrival to the meeting, Mr. Phung started asking questions designed to inform him about my other financial investments with other financial advisors with an obvious intent to try and get me to abandon those providers and utilize him for more than the IRA I was interested in. When I advised him that I was not going to switch my other long-standing investments to him, he advised he was not interested in providing the IRA. When I challenged his clear bait and switch tactics and his obvious deceit in luring me to the office, he became defensive and began denying such conduct, despite its obvious nature. I wouldn't do business with him given his duplicity.

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