Keywords: establishment,finance,point_of_interest

Edward Jones - Financial Advisor: Jeff Miller, CFP® - Marion (IL)

Address: 🏡 3119 Williamson County Pkwy, Marion, IL 62959
Phone : +1 (618) 997-5763

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ12yWw006d4gRVVRRmB-f7DI

Others Near Marion,IL

Melzer-Reinhart - COUNTRY Financial - Marion
Darci Palmer: Paul and Ian have always gone above and beyond to help with all of my insurance needs. I have business, home, and auto insurance through them and I can’t say enough good things. They took the time to listen and find the best product to suit my needs.
Farmers State Bank - Marion
Rebecca Clark: We love Farmer’s State bank. We go to the Herrin branch and have always been impressed by the helpful and personable staff! We also appreciate their stand for Christ through their encouraging outdoor scripture sign. Once in a while, we enjoy one of the free bottles of Pepsi or water they always offer! Keep up the good work Farmers!
First Southern Bank - Marion
Melinda Baseden: Very helpful
Align Wealth Management - Ameriprise Financial Services, LLC - Marion
First Southern Bank - Marion
Keenan Pruett: Great service always!
Kemper Capital Management LLC - Marion
David Fry - Financial Advisor, Ameriprise Financial Services, LLC - Marion
Wells Fargo Advisors - Carbondale
Kelly Pierce: Monte and his team have done a wonderful job with our investments. I can send an email and get a response the same day. Feel like they all care about our future.
Raymond James Financial Services - Marion
Basi Basi & Associates at The Center for Financial, Legal, and Tax Planning, Inc. - Marion
Emily Oler: Extremely low quality experience. Upon reaching out for post-close legal entity advice, I was mislead to believe the team would provide value in an engagement. The team focused their time incorrectly on a detailed review and markup of the purchase agreement, which was not able to be modified given the transaction timing--information I had shared with them in advance of the engagement--rendering their "advice" virtually worthless. Recognizing this, the team promised me additional follow up from the team to conduct some research into whether certain tax advice would indeed apply to my industry segment. They never reached back out and sent me a bill for $2,800, which I asked them to reconsider, and was never replied to. I should have paid closer attention to the mannerisms of the team in advance of payment, as I received no call back to my initial outreach and and very unprofessional demand for prompt retainer deposit shortly after making initial contact. Would run, not walk, from this company.
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