Edward Jones - Financial Advisor: Gerry L Owen

Reviews, get directions and contact details for Edward Jones - Financial Advisor: Gerry L Owen

"Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor."

Address: 942 Millbrook Ave Ste 3, Aiken, SC 29803, USA

Phone: (803) 644-1151

Website

State: South Carolina

Zip Code: 29803

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Reviews

I’ve worked with Herman for the past decade, and I’m continually impressed with the service he provides through Edward Jones. His patience and expertise have been invaluable in helping me plan my long-term financial goals. Herman consistently takes the time to answer my questions about the market and encourages a holistic approach to planning, including estate planning, wills, and taxes. I truly appreciate the guidance and support he has provided in helping me achieve my financial goals.

As a mortgage agent, my goal is to never turn anyone away. Instead, I focus on finding solutions that pave the way to homeownership. For clients interested in first-time homebuyer programs like the First Home Savings Plan or the Registered Retirement Savings Plan, I refer them to Herman.  Herman is highly professional and knowledgeable, and I always feel confident referring clients to him. He provides exceptional, white-glove service from origination through to closing.

Herman is extremely knowledgeable and understanding. He consistently goes above and beyond for his clients, with his sole focus in ensuring their investments meet their long term strategy. I would highly recommend Herman.

Herman Venessa has been monitoring and directing our financial portfolio with Edward Jones for a number of years. With his knowledge of the market and recommendations we’ve been able to retire earlier than planned. Contact him, you won’t be disappointed!

I've been working with Herman for a few years and couldn't be more happy.  He is trustworthy and understands our families goals.

It’s been a great experience having Herman as my Financial Advisor.  He takes the time to explain things to me and breaks it down into very simple to understand concepts .  I had little  financial knowledge coming into his office and after a few years I feel empowered and confident.  Highly recommend.

I've been working with Herman for a few years and couldn't be more happy.  He is trustworthy and understands our families goals.

Very reliable and trust worthy

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Edward Jones - Financial Advisor: Gerry L Owen

Reviews, get directions and contact details for Edward Jones - Financial Advisor: Gerry L Owen

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