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5.01 Reviews
Showing 1-1 of 1 reviews
DARCI S.
10/2006
financial advisor
 + -1 moreFor about $30 a year to manage my account, plus some % of transactions AG manages my accounts. I'm a big fan of my financial planner - Phil. He's direct, no-nonsense and answers all my questions, which sometime seem to take a couple hours during our bi-annual meetings. My financial returns have been fair and I appreciate his direct nature. He definitely doesn't beat around the bush and tells you if something is a bad idea. He is also realistic and honest about the money you could and should be saving.
Description of Work: AG Edwards manages my financial planning. Multiple mutual funds, my 401K transfer and other activities.
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Yes, I recommend this pro
$30
Contact information
10260 SW GREENBURG RD STE 1050, Portland, OR 97223
www.agedwards.comLicensing
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Service Categories
Financial Planning,
Mortgage Companies
FAQ
A G EDWARDS is currently rated 5 overall out of 5.
No, A G EDWARDS does not offer free project estimates.
No, A G EDWARDS does not offer eco-friendly accreditations.
No, A G EDWARDS does not offer a senior discount.
No, A G EDWARDS does not offer emergency services.
No, A G EDWARDS does not offer warranties.
A G EDWARDS offers the following services: ANNUITIES, BONDS, CD'S, COMMODITITIES, INSURANCE, IRA'S, MUTUAL FUNDS, STOCKS, UNIT INVESTMENT TRUSTS, BUSINESS SERVICES, MORTGAGES, CREDIT CARDS, EMPLOYEE STOCK OPTION SERVICES, RETIREMENT, ESTATE PLANNING, EDUCATION FUNDING AND ONLINE SERVICES.
Contact information
10260 SW GREENBURG RD STE 1050, Portland, OR 97223
www.agedwards.com