Leave a Review Edward Jones
Phone display
I use my iPhone to access my account and check for what expenses etc. have come out of the acct. the entire line for the expense is taken up with the words mny mkt fund investment shares. Leaving NO ROOM for the description of who the money was paid to. I have sent numerous messages about this and have never heard back. There are other problems with the system being down and having to repeatedly go thru IDENTITY checks etc. I am considering using a credit union or some other bank if I can’t get a reply.
Also when I go back to check for a payment that I made, I can
NOT go past the current month. I’ve ask my branch BOA about it and she can’t get an answer either.
Please contact me.Show lessBoo29701
Boaz Yung
How do you rate an adviser in a financial institution. Should it be honesty, trustworthiness, responsible? Indeed these things and so many more! Having been with Mr Yung thru the last several turbulent years, Covid, need I say more. What a stable mind and sound, reasonable voice you’ve proven to be. Truly a true and loyal guidance and beneficial direction I’ve enjoyed. Perhaps the most impressive quality was his unselfish loyalty. This is self evident in that I’m not a big investor but his measure of loyalty demonstrated an integrity that’s is impossible to quantify. Can you think of anything of greater worth than the character of your agent! Thank you Mr Yung!Show lessAwesomr6
Client
I have been a client for multiple decades. I have received nothing but the best of service, honest and truthful advice and a real sincerity in developing my retirement portfolio. Under their careful guidance I have not only achieved, but I have exceeded my financial goals. Fortuitously, they have planted my feet back in the ground when I came in with some wild investment ideas. But at the same time, they understood my desire to dabble in some peripheral and on the edge investment thoughts. They have kept my interest in the financial world by not suppressing my enthusiasm, but coralling it and funneling it into a successful plan of action with outstanding results! I shall always be grateful for their help and guidance. I’ve encouraged all my children to plan their future with Ms. Lyons and staffs’ help.Show lessDr. Vallario