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Edward Jones - Financial Advisor: Andrew J Kocisky
- Financial Services
- Saint Petersburg, FL
About this business
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.
Location details
4159 Central Ave fl 1, Fl 1, Saint Petersburg, FL, 33713, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 4:30 p.m. | |
| Tue | 8:30 a.m. to 4:30 p.m. | |
| Wed | 8:30 a.m. to 4:30 p.m. | |
| Thu | 8:30 a.m. to 4:30 p.m. | |
| Fri | 8:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I consulted with Andrew about potentially moving my portfolio to him with Edward Jones to help me build out my portfolio after COVID. You have to move all your assets into their firm and they charge a fee based on assets under management. He never said anything about sector allocation with COVID. Not once did he mention anything about digital transformation or the winners and losers in COVID. Edward Jones has a "advisory" trading portfolio you can get setup with, but that team was also a complete failure and didn't bother do... read more
Dear Phillip, Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family. Thank you, Andrew
Andrew was bitter because we chose to move our portfolios. Sold off items without permission at a loss. Would give zero stars if that was an option
Andrew and Suzanne are a great team. I was impressed by their knowledge, professionalism and especially their ability to understand not only what my financial expectations were -but what I had in mind for our family going forward. Personal touch is exceptional! J
Over the years Mastry Law has referred several of our estate planning clients to Andrew Kocisky for guidance concerning their financial planning needs. Andrew and his staff are extremely knowledgable, friendly and easy to work with. They take the time to get to know each client on a personal level so their unique concerns and financial planning needs can be addresses in a manner that fits their individual situation and achieves their specific goals. We've referred clients to Andrew and his team who have several million dolla... read more
Frequently asked questions about Edward Jones - Financial Advisor: Andrew J Kocisky
How is Edward Jones - Financial Advisor: Andrew J Kocisky rated?
Edward Jones - Financial Advisor: Andrew J Kocisky has a 3.4 star rating with 5 reviews.
When is Edward Jones - Financial Advisor: Andrew J Kocisky open?
Edward Jones - Financial Advisor: Andrew J Kocisky is closed now. It will open on Monday at 8:30 a.m.
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