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Edward Jones - Financial Advisor: Zvi G Steinberg
- Financial Services
- Westbury, NY
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
400 Post Ave #404, Ste 404, Westbury, NY, 11590, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 6:00 p.m. | |
| Tue | 8:00 a.m. to 6:00 p.m. | |
| Wed | 8:00 a.m. to 6:00 p.m. | |
| Thu | 8:00 a.m. to 6:00 p.m. | |
| Fri | 8:00 a.m. to 6:00 p.m. | |
| Sat | 10:00 a.m. to 4:00 p.m. | |
| Sun | 11:00 a.m. to 4:00 p.m. |
I really love the personal touch Zvi gives to me (and his other clients I'm sure). He spends the time making sure I understand what I'm investing in and to learn my goals and needs. And I can ask him any question and he's happy to answer in detail
I've had a few advisors before but Zvi really went above and beyond and made things clear and focused on doing what was best for me.
Zvi gives me what I want in a financial advisor: he offers me investing ideas when I need them and he helps me develop my own ideas and bring them to fruition. He contacts me to see if I need anything or have any questions, but he doesn't constantly push ideas or investments on me when I don't want them or if they're not appropriate. He watches my account and keeps me informed of new developments, but he knows my investing style and always keeps that in mind. He's a joy to work with!
One of the best decisions I've made for my investments. Zvi came up with a great retirement plan and he did an excellent job explaning conplicated investing concepts in a simple and concise manner.
Before meeting Zvi, I thought my money was well invested because it was in a "money market". However, when I started to think about retirement I gave Zvi a call and we had free consultation (he never charges for advice, just for investing) and I learnt that money markets aren't actually growth investments. He spent a good amount of time with me explaining the way different investments work and created a portfolio that I understood that'll help make my retirement better funded. Zvi didn't pressure me to move my money over and... read more
Frequently asked questions about Edward Jones - Financial Advisor: Zvi G Steinberg
How is Edward Jones - Financial Advisor: Zvi G Steinberg rated?
Edward Jones - Financial Advisor: Zvi G Steinberg has a 5 star rating with 13 reviews.
When is Edward Jones - Financial Advisor: Zvi G Steinberg open?
Edward Jones - Financial Advisor: Zvi G Steinberg is closed now. It will open tomorrow at 11:00 a.m.
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