Edward Jones - Trevor J Ludgate

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3 reviews

Financial Strategies, One-on-one advice.

(970) 240-3114

164 COLORADO AVE SUITE B
MONTROSE, CO 81401 38.47097 -107.87123

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Last updated 10.12.11

Category:

Financial Planning, Investment Advice, Mutual Funds, Annuities, Other Financial Services, Investments, Finance & Financial Services, Stocks & Bonds, Securities

Investment Advice Services:

Retirement Planning

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What People Are Saying About Edward Jones - Trevor J Ludgate

Featured Review

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Full-service investment firm focuses on in-person consultations, with planning and advice on everything from college savings to retirement to increasing personal income.

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Nice salesmen

by FoxyRand at Citysearch

The financial services salesmen at Edward Jones are nice, however they aren't experienced or knowledgeable in financial and investment matters. They do know how to sell annuities.

Pros: friendly salesmen
Cons: Not real financial advisors

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12/21/08

Full commission mutual funds and annuities

by FoxyRandy at Citysearch

The salesmen at Edward Jones are great people especially if you want to buy financial products. However they don't provide reliable financial advice since they are biased. Since they work for Edward Jones, they try to sell you high commissioned investments. If you want an ethical financial advisor hire a Certified Financial Advisor (CFP).