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Finance Advising reviews in Columbia

  • D

    I went to open a trust account. Josh was the employee that was going to do this.  He told me that he could not open it because I did not have a trust document with the correct name.  I told him it was the correct trust that it was partitioned into 2 trusts one for me and one for my sibling.  I also had the court document saying the trust was divided and the new FEIN tax number.  He insisted he could not open it.  So I closed my other two accounts.  I had just closed a trust account with BOA so I knew he was incorrect.  I took my documents to the main bank on Broadway, and I was able to open the trust account with the same documents there.  It will be a long time before I go back to Landmark on Nifong.  And I will never deal with Josh if I do


    - Pam M.
  • A
    I've been using them for over twenty years and can't say enough good about their web site, personalized phone help, tax reporting, checks, stock and fund research reports, news, charts, money transfers, ad infinitum. All reliable, free, easy.
    - Jerry K.
  • A
    This was one of my regularly scheduled appointments with Ann to go over my portfolio. She started by explaining how my portfolio was performing in each category or type of investment. We then talked about the overall financial news and what was predicted for the future. We went over my goals since my husband had passed away and if and when I thought I would need to begin taking a stream of income from my investments. I am only 55 yrs old, so I wish to retain funds within my portfolio as long as possible before taking any income from it. I still have many, many more years that my funds need to last for me. I am unable to work, but we had good investments before my husband passed, and since then I had sold my home and moved into a rental apartment. I traded in the 2 vehicles we owned and purchased a 2 y/o Toyota Prius. My father died 7 weeks after my husband, so I also inherited some funds from his estate. We had invested them into my portfolio also. Ann suggested that I should purchase an annuity that would guarantee a monthly income for life. She explained it all to me and I decided to go ahead and purchase it.
    Overall, I can't imagine a better investment counselor than Ann Echelmeier. As an Edward Jones agent, she continues additional training and has others who do the research. I can't imagine a better place than with Edward Jones.
    - PAMELA S.
  • A
    Ray Schachtner has been our financial representative with Edward Jones for over 15 years.  He has steered us in the right direction at all times and our savings has grown accordingly.  Edward Jones' philosophy of slow and steady growth while assuming low risk has certainly worked for us.  Ray is a true professional in his field but is also very personable and easy to talk with.  He earned our trust years ago and retains is on an ongoing basis.  His Branch Office Assistant, Crystal, is very competent and takes care of clients as does Ray.
    - Deborah S.
  • A
    unknown
    - Kitty D.
  • A
    unknown
    - Don A.
  • A
    We meet on a regular basis, usually every 1-3 months, to make sure our money is invested in the right place to get us the best return and where it would be available when we need it.
    - PAMELA S.
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Financial Advisors in Columbia

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