Edward Jones - Financial Advisor: Becky Parsons

2 recommendations and reviews from 2 people

• Referral from June 30, 2017
  

  Bimia H. asked:

  Need help if you have a couple minutes.. I have a 401K from my previous employer and want to roll it into another retirement plan. I'm 100% vested so I want to keep the current one and I believe start an IRA? I've researched and spoke with my previous 401k provider (WellsFargo) and no such luck. Does anyone have a company, bank etc they absolutely love? AND TRUST? We are too small a company right now to offer it thru our biz so personal is the way to go, I think? Any help would be much appreciated.. Thank you

  

  Keri S. replied:

  Scott Smith at Edward Jones, he's from HB and been with EJ for over 15 years near Huntington Harbor. He'll go over your options, no commitment necessary. Go to his page at www.edwardjones.com

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• Referral from June 16, 2016
  

  Monica A. asked:

  ISO Financial Planner/Advisor that does not sell any products. We are NOT looking to purchase anything other than pay for planning services. We have had everything set up for several years but looking for a fresh set of eyes, unbiased advice, and someone local to review everything to make sure we are planning accordingly and if anything can be improved. Looking for someone with a lot of experience as well :)...Pm or comment with any info! Thanks!

  

  Jane K. replied:

  Highly recommend Becky Parsons with Edward Jones. Gateway Commons shopping center in WF. 984-235-1075.

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