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Edward Jones - Financial Advisor: Benjamin C Asseff - 4 Reviews - 8133 Ardrey Kell Rd Suite 105, Charlotte, NC - Stock & Bond Brokers & Dealers Reviews - Phone (704) 438-9072

Edward Jones - Financial Advisor: Benjamin C Asseff

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8133 Ardrey Kell Rd Suite 105
Charlotte, NC 28277
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(704) 438-9072
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Edward Jones - Financial Advisor: Benjamin C Asseff - Charlotte, NC
Edward Jones - Financial Advisor: Benjamin C Asseff - Charlotte, NC
Edward Jones - Financial Advisor: Benjamin C Asseff - Charlotte, NC
Edward Jones - Financial Advisor: Benjamin C Asseff - Charlotte, NC
Edward Jones - Financial Advisor: Benjamin C Asseff - Charlotte, NC
Edward Jones - Financial Advisor: Benjamin C Asseff - Charlotte, NC
Edward Jones - Financial Advisor: Benjamin C Asseff - Charlotte, NC
Edward Jones - Financial Advisor: Benjamin C Asseff - Charlotte, NC
Edward Jones - Financial Advisor: Benjamin C Asseff - Charlotte, NC
Edward Jones - Financial Advisor: Benjamin C Asseff - Charlotte, NC
Edward Jones - Financial Advisor: Benjamin C Asseff - Charlotte, NC
Edward Jones - Financial Advisor: Benjamin C Asseff - Charlotte, NC

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I would prefer no stars for Michael, but it is not an option. My husband and I were very clear with our investment strategy. We had successfully purchased two pieces of real esta...

A monkey would serve your needs better 4/18/2011

I would prefer no stars for Michael, but it is not an option. My husband and I were very clear with our investment strategy. We had successfully purchased two pieces of real estate through a self-directed IRA and were very clear with Michael that we wished to purchase another. He either flat out lied or didn't know (or a bit of both) that Edward Jones was going to be able to help us with our 3rd property. I repeat, we were very clear as to how our money was going to be invested - there could have not been a misunderstanding on his part. At no time did he ever say "Hmmmmmmm... let me check on that as I'm not sure." No, he told us emphatically that Edward Jones was going to be able to accomplish what we desired. Two days prior to closing on our 3rd property, Michael called to explain that Edward Jones was not capable of this type of transaction. A wild scramble to transfer our funds to Equity Trust (an amazing company by the way) ensued - all fees on us, by the way. You can trust him as far as you can throw him. Run - do not walk - elsewhere more

You can trust him as far as you can throw him 4/18/2011

Michael really deserves no stars but it's not an option. He flat out lied (or didn't know which is even scarier) to my husband and me when we explained our investment strategy. We had already purchased two properties through a self-directed IRA and he told us Edward Jones would be able to help us with our third purchase - so we rolled over a chunk of money. Two days prior to closing on a property in Wilmington he called us to tell us that Edward Jones in fact could not help us with our transaction. We scrambled to have the funds rolled over to Equity Trust (a great company) and paid all wire fees, etc. Your investments would be better managed by a monkey. Run - do not walk - elsewhere. more
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Making Sense of Investing

Owner Message

  • 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.

Additional information

  • Neighborhoods:

    Providence Crossing
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