Keywords: establishment,finance,point_of_interest

Edward Jones - Financial Advisor: Neil A Poehlmann, CEPA® - Killeen (TX)

Address: 🏡 5320 E Central Texas Expy Suite 104, Killeen, TX 76543
Phone : +1 (254) 501-3781

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJJXti3PtJRYYRBXqRMWA9LSY

Others Near Killeen,TX

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Manouchehr Mohandesi: Worst service. TIAA doesn’t have any employees to responce to the clients. The person at front desk lies to face of clients and says she is not working for TIAA and no one can response to questions. Why TIAA has send us to their fake office for stupid notary doc?
Best Invest - San Antonio
Best Invest
Bracken Recycling: We use Best Invest for our company 401(K). They are extremely professional and will take the time to explain things in great detail. We love the fact that anytime we call we are able to talk to real people who know who we are and can answer all of our questions or anything regarding our account with them. We are a small business and we dont have as many employees as bigger companies but they still came out and talked with all of our employees to break down the 401(K) plan with them. I speak from experience when I say that the owners truly care more about creating a long lasting relationship with you rather than making a quick buck.
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Michael Gilliland: Extremely poor financial planning and investment advice. Michael Clark made more in the purchase of a REIT for my account than I have in over 5 years in the REIT. I transferred to a new financial advisor over two years ago and still have been unable to transfer over $200,000 to my new account. His performance in returns on other products was equally poor. Further investigation revealed other complaints filed by other clients. I have begun the process of filing complaints with the SEC and FINRA. Between the $250K initial investment, his fees to get me into the REIT that has no defined lifespan and my losses by not being able to invest this amount in the bull market of the last two years, Michael Clark has likely cost me close to $400,000. The REIT might as well have been a total scam and my money flushed down a toilet. Clearly Clark has not fulfilled his fiduciary responsibility in handling my account.
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