EJ
Edward Jones - Financial Advisor: Tim McManus, AAMS®
Einfühlsame Finanzberatung, wenn es darauf ankommt.
Noch keine Bewertungen
Business
$$$
Gegr. 1922
Einfühlsame Finanzberatung, wenn es darauf ankommt.
Noch keine Bewertungen
Edward Jones - Financial Advisor: Tim McManus, AAMS® bietet in Port St. Lucie spezialisierte Finanzberatungsdienste. Mit dem Bestreben, die Bedürfnisse der Kunden zu verstehen, arbeiten Tim und sein Team unermüdlich daran, maßgeschneiderte Anlagestrategien und Finanzplanung bereitzustellen. Während Bewertungen eine einfühlsame Unterstützung in schwierigen Zeiten hervorheben, haben einige Kunden Bedenken hinsichtlich der Erreichbarkeit der Kommunikation geäußert. Dieses Büro hat das Ziel, Kunden dabei zu helfen, ihre finanziellen Ziele mit persönlichem Service zu erreichen, der auf Vertrauen und Verständnis basiert.
Keine Fotos verfügbar
Individuelle Portfoliostrategien zum Wachstum und Schutz Ihres Vermögens basierend auf Ihrer Risikobereitschaft und Ihren Zielen.
Umfassende Pläne zur Sicherung Ihrer finanziellen Zukunft, einschließlich 401(k), IRA- und Rentenstrategien.
Unterstützung bei Vermögensübertragung, Testamenten und Treuhandstrukturen, damit Ihr Vermächtnis gemäß Ihren Wünschen verwaltet wird.
Beratung zur Minimierung der Steuerbelastung durch smarte Anlagestrategien und Planungsansätze.
Einzelgespräche, um Ihre finanzielle Situation zu prüfen und individuelle Maßnahmenpläne zu entwickeln.
The Dude
Tim and Cherie helped my mom for a long time, and when my mom passed they were compassionate and helpful at every turn. I wouldn't trust anyone else with my funds.
Sherry Anderson
My mother has an account with this office and suggested I speak to her financial advisor, Tim. He has visited my mom's home and seems like a nice gentleman. He gave me his card and told me to contact him anytime. So I did. I called the office 2x, a couple of weeks apart, and spoke with Cherie, the office administrator. I have asked to speak with Tim and she told me both times he would not have time to speak with me. First she told me they're not taking on new clients but because my mother has an account she may make an exception. I asked her did I need an account to say hello to Tim. She stated that because it was tax season, he would be too busy to say hello. I then told her that he can call me anytime, lunch or after hours. After all, he did sit in my mother's home. Cherie told me he wouldn't contact me after hours because they only work from 8-4pm. It was the most discouraging, disgusting encounter I have experienced in a while. I asked her how she was doing in the beginning of the phone call and she abruptly said "Fine, how can I help you." I thought she may be having a bad day so I just told her I would call back another time. 2 weeks later, today, she had the same attitude. I've never met her. I just asked her if I could speak to Tim. She told me he was in the office but busy. I said that is fine, he can call me anytime as I am in town and thought to say hello. She blocked me from seeing and speaking to Tim at every turn! WTH?? She made sure I would never have them manage my inheritance and I am getting my mother to close her account and open it with a company that values customers! There are other Edward Jones offices. There are other financial advisors! Please avoid Cherie and have your money managed by someone that will take your phone call. :-(
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