P.J. L.

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0 of 1 people found the following review helpful:

Love my guy

  P.J. L., Friday, October 05, 2007
My guy works with Edward Jones out in Fairwood in Renton. Steve Tolonen is his name. I live in North Seattle but I would drive 5x as far to see him. He has helped me set up a fabulously diverse portfolio for my aging parents that I love. My folks had been rooked into a bad, long term, low paying anuity, which Steve helped us get out of. We had to pay a penalty to get out it but when we did the math we were better off to jump ship, pay a penalty and put the money elsewhere rather than ride out the ten year wait. When the anuity company lied to our faces and wouldn't release the money, Steve went after them. I don't know what he said or did but the money showed up shortly afterwards. Oh yes, Steve now also has all my investement money and administrates my company's retirement plan.
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    1 of 2 people found the following review helpful:

    Very Short and Condescending!

    I smiply called the office to schedule a consultation appointment. The woman who answered the phone started quizzing me on all of my financial... More >

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Edward Jones Investments, Steve Tolonen

3.05.00.0 based on 2 reviews
TrustScore® High

17322 140TH AVENUE S E
Renton, Washington 98055
(425) 228-5447

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