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      Details

      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.

      Contact Info

      Phone:

      Main - 317-846-9730

      Address:
      7509 Westfield Blvd Indianapolis, IN 46240
      Email:

      Links:

      website

      Reservations

      Reviews

      3
      1 Reviews
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      anonymous

      12/10/14

      3.0

      I doubt Edward Jones will allow this factual review to remain. Nate is a likable guy. He knocked on my door at the 3900 block of Kostner Street with a plan. As we were in the process of selling our home of over 15 years in the Old Irving neighborhood, I was interested in what an investor had to offer. Almost all of our savings and equity were in the home. After 15+ years of major improvements and extra principal payments on our mortgage, we were planning a move. The sale proceeded, we were left with over $350,000 to purchase another home. We trusted Nate with the amount, hoping for a modest 5% increase. It took almost one year to locate a replacement home. The $350 became $325. At the end of the year, we had to pay the IRS $1500 for "dividends" which were actual re-investments (losses) within the acct. 2 years later the IRS stated we owed more when each of the EJ re-investments occurred. Overall, the acct lost over 8%. Please investigate your investment options. Experience matters.

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      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
      Services / Products
      Advisors Financial Advisor Funds Investment Investment Management Investment Managers Stock & Bond Broker Stocks & Bonds
      Payment Options
      company card, visa
      Brands
      Indianapolis Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker
      Neighborhood
      North Central
      Provided by
      Data provided by one or more of the following: Thryv, Data Axle, Yext.