Edward Jones Investments

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Introduction: Stocks/Mutual Funds/Insurance/Financial Planning. As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Free consulatations and using an established process to create a real written financial plan with my clients which allows us to partner in the long term with each other to reach their goals makes my job fufilling.

Overview

Hired 5 times

Background checked

2 employees

14 years in business

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Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2019

2018

Featured Projects

5 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and punctuality.

Exceptional 5.0

8 reviews

5

100%

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Mrs. M.

Feb 22, 2018

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Hired on Thumbtack

Edward Jones Investments's reply

Thank you! Glad to be of service

Personal Financial Planning

Mara O.

Jan 10, 2018

I started investing with Zvi in the recent months and he was so great at listening to what was important to me, while still explaining my options in a way that was easy to understand. I’m new to investing and I appreciated that he was patient and answered any questions. I know with other financial advisors it can be very impersonal and rushed, but Zvi made me feel comfortable and I trust my money with him.

Edward Jones Investments's reply

Thank you for the review Mara, I look forward to continuing to be of service to you!

Arthur D.

Jan 10, 2018

I'm not too familiar with investing or wealth management as a whole, so I feel very lucky to have found Zvi and Edward Jones on here. I love how the office is a personal team (advisor and assistant) but has the resources of a huge firm like Edward Jones. Zvi did a great job walking me through the whole process and made me feel like he really cares about me and my goals. I'd recommend him to anyone who wants a dedicated and knowledgeable advisor

Edward Jones Investments's reply

Glad to be of service Arthur, thanks for the review!

Arnold R.

Feb 20, 2018

100% recommend. I feel safe with our plan we made and Zvi managing all my assets.

Edward Jones Investments's reply

Glad I could be of service!

Tasha R.

Jan 12, 2018

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Hired on Thumbtack

I needed some simple help and clarification on financial and investment terms, as well as a general-knowledge understanding of how to best go about my credit card debt-reduction goals. My consultation was quick yet thorough and I was able to ask questions that were important to me and find the answers I was looking for from a qualified, experienced professional. I greatly appreciate the assistance I was given and would definitely move forward with this advisor if I ever have more complicated investment opportunities.

Edward Jones Investments's reply

Thanks so much Tasha, I'm glad I was able to be of assistance!

Personal Financial Planning

Credentials

Background Check

Zvi Steinberg

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Consultations and advice have no cost, only if they invest through the office will there be any costs; and that will all be disclosed and approved before any payment is made.