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Making Sense of Investing
- General Info
- Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
- Email Business
- Services/Products
- Stocks & Bonds, Investment Managers, Advisors.
- Brands
- Funds Investment, Investment Management, Richmond Financial Advisor, Stock & Bond Broker
- Payment method
- company card, visa
- Neighborhoods
- Stratford Hills - Stony Point, Willow Oaks, Gravel Hill
- Other Link
- Categories
- Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents
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Reviews
What a travesty. Very helpful when they feel they are going to get more funds but I have been trying to rollover funds for six months now to avoid any additional losses and the $40 annual fee. I was initially told I had to come to the office and fill out forms, then I was told that the bank had to send forms. I get a response today that and I quote, "your Traditional IRA account is now handled out of St. Louis by Dave Herber (BOA is Karmann)." I called them today and they are faxing me the forms that should have been sent over from day one.
Now they tell me it's $135 service fee and annual fee from the few dollars I have left. I am so glad that I did not invest any more of my funds left. Out of $1000 I'll get about $400. SHADY!
Details
Phone: (804) 323-1198
Address: 6740 Forest Hill Ave, Richmond, VA 23225
Website: http://www.edwardjones.com
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