Edward Jones - Financial Advisor: Mark Vivian
Full information about Edward Jones - Financial Advisor: Mark Vivian — 615 San Benito Street Ste C, Hollister, California 95023 California 95023
Map content is loading...
Reviews
- ★ ☆ ☆ ☆ ☆The hand off of accounts from Mark Vivian to the new partner Alexis Winder is/was a mistake in my book. This action has prompted both myself and my wife to remove our accounts from under the services of Edward Jones after 17 years. Alexis was highly unprofessional using threatening and manipulative speak ("The law states - You have to come in and sign or your accounts will be frozen")in an attempt to gain company policy required signatures as proof of meeting advice so that services rendered billing can take place. This action followed by her combative stance and continued unprofessional attitude with us prompted us to close our accounts (even the Vanguard representive was taken back by her attitude). I would not recommend using this EJ group!By Todd Selski, February 24, 2018
How would you rate this service?
☆ ☆ ☆ ☆ ☆ Photos
Nearby business services
- Edward Jones - Financial Advisor: Alexis Winder +1 831-634-0694
615 San Benito Street Ste C, Hollister, California 95023 - California Mutual Insurance +1 800-310-5824★ ☆ ☆ ☆ ☆ Closed now
650 San Benito Street #250, Hollister, California 95023 - Bianchi Kasavan & Pope: Hubbell Mary CPA +1 831-638-2111
243 6th Street #220, Hollister, California 95023 - Farmers Insurance - Gloria Del Real +1 831-664-9922Closed now
225 6th Street Ste B, Hollister, California 95023 - IPA Academy (Inspire Performing Arts Academy) +1 831-635-0553Closed now
616 San Benito Street, Hollister, California 95023 - Bianchi Kasavan & Pope: Tobias Kerry CPA +1 831-638-2111
243 6th Street #220, Hollister, California 95023