EJ
Edward Jones - Financial Advisor: Tim McManus, AAMS®
Des conseils financiers empreints de compassion lorsque cela compte le plus.
Aucun avis pour le moment
Business
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Fondée en 1922
Des conseils financiers empreints de compassion lorsque cela compte le plus.
Aucun avis pour le moment
Edward Jones - Financial Advisor: Tim McManus, AAMS® offre des services de conseil financier dédiés à Port St. Lucie. Avec un engagement à comprendre les besoins des clients, Tim et son équipe travaillent sans relâche pour proposer des stratégies d'investissement et une planification financière sur mesure. Alors que les avis soulignent un soutien empreint de compassion pendant les périodes difficiles, certains clients ont exprimé des inquiétudes concernant la disponibilité de la communication. Ce bureau vise à aider les clients à atteindre leurs objectifs financiers grâce à un service personnalisé axé sur la confiance et la compréhension.
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Des stratégies de portefeuille personnalisées pour faire croître et protéger vos actifs en fonction de votre tolérance au risque et de vos objectifs.
Des plans complets pour sécuriser votre avenir financier, y compris les 401(k), IRA et des stratégies de retraite.
Des conseils sur le transfert de patrimoine, les testaments et les fiducies afin que votre héritage soit géré selon vos souhaits.
Des conseils pour réduire les charges fiscales grâce à des approches intelligentes d'investissement et de planification.
Des séances individuelles pour examiner votre situation financière et élaborer des plans d'action personnalisés.
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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