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Edward Jones - Financial Advisor: David Erskine, CFP®|ChFC®|CEPA®|CRPC™
- Financial Services
- Olney, MD
About this business
Location details
17904 Georgia Ave #107, Olney, MD 20832, Olney, MD, 20832, 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 |
We have been working with David for about 2 years and he is great! I feel very confident that he has our best interests at heart and listens to our thoughts and concerns. I highly recommed him!
I (and my relatives) have worked with David Erskine and his team for several years to manage multiple generations of investments. He is very friendly, extremely service-oriented (he has reached out to his contacts and gone out of his way to help solve a problem), and 100% savvy about making strategic and tax advantaged decisions. He has grown our family’s assets, and earned the trust of one family member after another. On top of all that, I simply enjoy working with him! I feel lucky that our family found him.
David has been a trusted and knowledgeable partner for my family and our financial planning, health, and goals. He listens and works to help us with our goals while also sharing his expertise and helping direct us. We are in a healthy financial spot because of David’s hard work!
Within a few hours of our initial meeting, David had become a dear friend and one whom my wife and I would entrust our financial future. He spent a majority of the time at the beginning getting to know me personally, was easy to joke with, and then when we got technical, we made clear objectives. Together, we budgeted our wedding and honeymoon, we made a financial plan for life, looked at tackling debt, planned for buying our first home, and started mapping out next steps in my career so as to achieve our goals. Some of the ... read more
David has been incredible in educating us on planning our future financial wellness while helping us manage our current goals. His knowledge and expertise are a gift to the community.
Frequently asked questions about Edward Jones - Financial Advisor: David Erskine, CFP®|ChFC®|CEPA®|CRPC™
How is Edward Jones - Financial Advisor: David Erskine, CFP®|ChFC®|CEPA®|CRPC™ rated?
Edward Jones - Financial Advisor: David Erskine, CFP®|ChFC®|CEPA®|CRPC™ has a 5 star rating with 16 reviews.
When is Edward Jones - Financial Advisor: David Erskine, CFP®|ChFC®|CEPA®|CRPC™ open?
Edward Jones - Financial Advisor: David Erskine, CFP®|ChFC®|CEPA®|CRPC™ is closed now. It will open at 9:00 a.m.
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