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Reviews, get directions and information for Edward Jones - Financial Advisor: Jeanne G Tomasek

Edward Jones - Financial Advisor: Jeanne G Tomasek
"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."
Address: 1030 E Clinton Trail, Charlotte, MI 48813, USA
Phone: (517) 541-0540
State: Michigan
County: Eaton County
Zip Code: 48813


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Reviews
I've worked with Jeanne for around two years now. One of the things that I like about her practice is that she will not waver in her investment strategy. While she is an incredibly conservative investor, she has no trouble discussing higher volatility securities for my account. In this way, she provides me with an incredible value, as it serves me no purpose to have a financial adviser with the same investment philosophy as me. Jeanne and her staff are incredibly polite and they often go above and beyond to make themselves available. Her office is comfortable and has a welcoming atmosphere.
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