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Edward Jones - Financial Advisor: Todd R White

2360 W Washington St, West Bend, WI 53095, USA
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Detailed Information
Openning hours
  • Monday 8:00 AM – 4:00 PM
  • Tuesday 8:00 AM – 4:00 PM
  • Wednesday 8:00 AM – 4:00 PM
  • Thursday 8:00 AM – 4:00 PM
  • Friday 8:00 AM – 4:00 PM
  • Saturday Closed
  • Sunday Closed
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Edward Jones - Financial Advisor: Todd R White
Edward Jones - Financial Advisor: Todd R White
Edward Jones - Financial Advisor: Todd R White
Edward Jones - Financial Advisor: Todd R White
Reviews
Brian L. Westra (09/26/2018)
Todd White is an excellent advisor. My parents have trusted him for years with their investments; and now, I trust him with mine. Todd provides very personalized service and keeps you well informed. He handled the rollover of my 401K from a previous employer quickly and flawlessly. Very knowledgeable and current with the ever changing laws. Edward Jones is a great company as well. The website is easy to navigate. You can tie your bank account to it for easy transfers. As always you must do your own homework on your investments. Over all most of Todd's advice has been good. He never pressures you into making decisions. It's also a plus that the office is located behind Culver's Frozen Custard; if your investments are doing well, you can afford the double scoop.
Bob Miller (03/06/2020)
He is honest and dedicated to his job
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