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Edward Jones - Financial Advisor: Joshua Holt Sr
- Financial Services
- Kittery, ME
About this business
Specialties Making Sense of Investing 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
5 Shapleigh Rd #107, Ste 107, Kittery, ME, 03904, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I had the pleasure to start my Edward Jones career working alongside Josh. He had taught me so much about the industry and showed me how to create trusting relationships with our clients. Although I have moved away to work in another state, I still call Josh for advise on my personal finances and trust him to send me in the right direction.
Joshua handled my funds responsibly and with proffesionalism. If I had any questions or concerns he was always very quick to address them.
Josh has been our financial advisor for several years now and had helped us with our investments without fail. He always goes the extra mile and helps to answers our questions as well as offering sound financial advice in a variety of facets.
See image attached. I was guided by a former broker at this establishment with starting a small contribution to a Roth IRA in hopes to have a supplemental retirement, and increase contributions over time. The market averaged 9.88% return in the time I was "investing". What was sold to me had so many fees/costs that I actually LOST money. I would have been far better off if I left it in my bank. It was not clear, or verbally disclosed, about the numerous fees that I was paying, that ate ALL of my returns. Salt in the wound: I... read more
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How is Edward Jones - Financial Advisor: Joshua Holt Sr rated?
Edward Jones - Financial Advisor: Joshua Holt Sr has a 4 star rating with 4 reviews.
When is Edward Jones - Financial Advisor: Joshua Holt Sr open?
Edward Jones - Financial Advisor: Joshua Holt Sr is open now. It will close at 5:00 p.m.
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