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Edward Jones - Financial Advisor: Brett A Morris
- Financial Services
- Ottumwa, IA
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
2102 N Court St, Ottumwa, IA, 52501, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Expressed interest to set up a Roth IRA, mutual fund, and a 529 plan. I scheduled a phone interview for the next day with Brett Morris through Debbie (I believe the Office Manager). I waited throughout the day and received no call from Mr. Morris and no notification of cancellation. I called in after 2pm to check the status of our meeting and Debbie was extremely rude and implied that she was not responsible for notifying me that they would not be attending. When dealing with significant potential clients, I’m shocked at the... read more
Expressed interest to set up a Roth IRA, mutual fund, and a 529 plan. I scheduled a phone interview for the next day with Brett Morris through Debbie (I believe the Office Manager). I waited throughout the day and received no call from Mr. Morris and no notification of cancellation. I called in after 2pm to check the status of our meeting and Debbie was extremely rude and implied that she was not responsible for notifying me that they would not be attending. When dealing with significant potential clients, I’m shocked at the... read more
Brett is a real professional - a sound financial advisor. Great knowledge and excellent communication skills.
Frequently asked questions about Edward Jones - Financial Advisor: Brett A Morris
How is Edward Jones - Financial Advisor: Brett A Morris rated?
Edward Jones - Financial Advisor: Brett A Morris has a 3 star rating with 4 reviews.
When is Edward Jones - Financial Advisor: Brett A Morris open?
Edward Jones - Financial Advisor: Brett A Morris is closed now. It will open on Monday at 9:00 a.m.
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