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Edward Jones - Financial Advisor: Peggy A Klein
- Financial Services
- Oro Valley, AZ
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
9000 N Oracle Rd Ste 200, Ste 200, Oro Valley, AZ, 85704, 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 |
My mother-in-law was using Peggy Klein for her IRA and Trust Fund investment strategy. We repeatedly expressed that we did not want a risky portfolio. My mother-in-law lost a significant amount of her retirement through this firm. And to top that, they charge $2700 a year to do virtually nothing but watch my mother-in-laws retirement income slowly disappear. And to even top that, they are charging us $95 per account when we close the account while transferring the funds to Fidelity. I am not done with Edward Jones yet. I wil... read more
I originally had only a small portion of my portfolio with E. Jones (Peggy Klein, advisor). I found that she was much more responsive and professional than my other advisors, so I transferred all of my resources to her, approx. 2 years ago, Couldn't be happier! Never pressures me but contacts me frequently and is always responsive when I contact her. Wish I had of started using her earlier!
She was incredibly rude to me and my terminally ill grandmother when we were trying to make sure my grandmother's accounts were closed.
Frequently asked questions about Edward Jones - Financial Advisor: Peggy A Klein
How is Edward Jones - Financial Advisor: Peggy A Klein rated?
Edward Jones - Financial Advisor: Peggy A Klein has a 3.7 star rating with 6 reviews.
When is Edward Jones - Financial Advisor: Peggy A Klein open?
Edward Jones - Financial Advisor: Peggy A Klein is closed now. It will open on Monday at 9:00 a.m.
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