Edward Jones - Financial Advisor: Briana N Morris, CFP
-
9825 E Bell Rd
, Suite 130
Scottsdale, Arizona 85260 - (480) 636-7429
- Website
Hours
Chamber Rating
-
Jesse Dahl
Briana Morris and her entire office are excellent! They operate with integrity and are very well organized. We have been clients for more than five years and will continue into retirement guided by her ethical advice.
Mar 20th, 2023 -
Shaun W.
My sister has an account with this company and they been holding on to her money and won't allow her to get out any cash at all but the account keeps getting lower as this time goes by and still she can't pull out her money so please don't ever go here with your hard earned money
Jun 14th, 2019 -
Tanya Dahl
Briana Morris is caring and gives 5 star service. She has given our family great financial direction for now and retirement. We highly recommend Briana for your financial needs.
Aug 13th, 2017 -
patrick mccarthy
Briana Morris is an exceptional Financial Advisor and she is an expert in her field. She is an absolute professional and is very caring. I highly recommend her and their investments are the best.
Mar 11th, 2017 -
S. L.
HORRIBLE! I am in shock at what I went through with this broker!! Disrespectful, rude and according to several of my friends that I spoke to that are brokers she doesn't seem to realize she is working for me not the other way around. At one point when I told her I was uncomfortable with something that she had done her response was "how dare you". Well this ended up in a shouting match between the two of us! I was in complete shock that someone would treat a customer that way. Zero respect or proper customer service! When the new regulations came out, I was presented with Edward Jones' "new" way of handling client fees. She not only acted like they were going to be much better for me (in no way were they!) but she would not give me a copy of what she was presenting to me stating she was not allowed to give it out!! I left that meeting feeling that the whole ordeal was shady and that it was obvious that she was not looking out for my best interests.She also had complete disrespect for my time. Knowing that I am a business owner and was working 7 days a week, I was told (on several occasions) that I was required to come in and talk to her. I told her on the phone that I did not see anything in my account that needed to be changed and that I did not have the time to come into her office. I kept receiving call after call telling me I had to come in and finally was left I message stating it was "mandatory" that I came in. This once again caused a fight between her and I. I made it very clear to her that if I found out that was not something that I was required to do, that it would be the end of our relationship and that I would be filing a complaint. I asked for some kind of proof that I was to do this and got no answer or information regarding this. I found out that this is fact was not a requirement for me to do. Knowing that I was ready to get rid of her, she then passed me on to another broker.
Nov 29th, 2017
Contact Info
- (480) 636-7429
- [email protected]
- Website
Products
- Financial Advisor
- Investment Management
- Funds Investment
- Stock & Bond Broker
Services
- Stocks & Bonds
- Investment Managers
- Advisors
Languages
- English
Specialities
- Stocks & Bonds
- Investment Managers
- Advisors
Vidoes
Questions & Answers
Q What is the phone number for Edward Jones - Financial Advisor: Briana N Morris, CFP?
A The phone number for Edward Jones - Financial Advisor: Briana N Morris, CFP is: (480) 636-7429.
Q Where is Edward Jones - Financial Advisor: Briana N Morris, CFP located?
A Edward Jones - Financial Advisor: Briana N Morris, CFP is located at 9825 E Bell Rd, Suite 130, Scottsdale, Arizona 85260
Q What is the internet address for Edward Jones - Financial Advisor: Briana N Morris, CFP?
A The website (URL) for Edward Jones - Financial Advisor: Briana N Morris, CFP is: https://www.edwardjones.com/us-en/financial-advisor/briana-morris?y_source=1_MjY0NDQ1NC01NDUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Q How big is Edward Jones - Financial Advisor: Briana N Morris, CFP?
A Edward Jones - Financial Advisor: Briana N Morris, CFP employs approximately 20+ people.
Q What days are Edward Jones - Financial Advisor: Briana N Morris, CFP open?
A Edward Jones - Financial Advisor: Briana N Morris, CFP is open:
Friday: 8:00 AM - 4:30 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 4:30 PM
Tuesday: 8:00 AM - 4:30 PM
Wednesday: 8:00 AM - 4:30 PM
Thursday: 8:00 AM - 4:30 PM
Q How is Edward Jones - Financial Advisor: Briana N Morris, CFP rated?
A Edward Jones - Financial Advisor: Briana N Morris, CFP has a 3.4 Star Rating from 5 reviewers.
Hours
Ratings and Reviews
Edward Jones - Financial Advisor: Briana N Morris, CFP
Overall Rating
Overall Rating
( 5 Reviews )Jesse Dahl on Google
Briana Morris and her entire office are excellent! They operate with integrity and are very well organized. We have been clients for more than five years and will continue into retirement guided by her ethical advice.
Shaun W. on Yelp
My sister has an account with this company and they been holding on to her money and won't allow her to get out any cash at all but the account keeps getting lower as this time goes by and still she can't pull out her money so please don't ever go here with your hard earned money
Tanya Dahl on Google
Briana Morris is caring and gives 5 star service. She has given our family great financial direction for now and retirement. We highly recommend Briana for your financial needs.
patrick mccarthy on Google
Briana Morris is an exceptional Financial Advisor and she is an expert in her field. She is an absolute professional and is very caring. I highly recommend her and their investments are the best.
S. L. on Yelp
HORRIBLE! I am in shock at what I went through with this broker!! Disrespectful, rude and according to several of my friends that I spoke to that are brokers she doesn't seem to realize she is working for me not the other way around. At one point when I told her I was uncomfortable with something that she had done her response was "how dare you". Well this ended up in a shouting match between the two of us! I was in complete shock that someone would treat a customer that way. Zero respect or proper customer service! When the new regulations came out, I was presented with Edward Jones' "new" way of handling client fees. She not only acted like they were going to be much better for me (in no way were they!) but she would not give me a copy of what she was presenting to me stating she was not allowed to give it out!! I left that meeting feeling that the whole ordeal was shady and that it was obvious that she was not looking out for my best interests.She also had complete disrespect for my time. Knowing that I am a business owner and was working 7 days a week, I was told (on several occasions) that I was required to come in and talk to her. I told her on the phone that I did not see anything in my account that needed to be changed and that I did not have the time to come into her office. I kept receiving call after call telling me I had to come in and finally was left I message stating it was "mandatory" that I came in. This once again caused a fight between her and I. I made it very clear to her that if I found out that was not something that I was required to do, that it would be the end of our relationship and that I would be filing a complaint. I asked for some kind of proof that I was to do this and got no answer or information regarding this. I found out that this is fact was not a requirement for me to do. Knowing that I was ready to get rid of her, she then passed me on to another broker.
Overall Rating
Overall Rating
( 5 Reviews )Write a Review
Financial Consultant Near Me in Scottsdale, AZ
345 Wealth Management
Scottsdale, AZ 85254
480-444-3760 ( 0 Reviews )
Bailey Wealth Management - UBS Financial Services Inc.
Scottsdale, Arizona 85254
(480) 443-5408 ( 0 Reviews )
360 Wealth Management, Inc.
Scottsdale, AZ 85262
(480) 588-8522 ( 1 Reviews )
Bank of America (with Drive-thru ATM)
Scottsdale, AZ 85258
480-367-2517 ( 43 Reviews )
Merrill Lynch Financial Advisor David S Barnett
Scottsdale, AZ 85254
480-624-0476 ( 0 Reviews )
The Edwards Group - Morgan Stanley
Scottsdale, AZ 85254
( 0 Reviews )
Louis Joe - Raymond James
Scottsdale, AZ 85254
480-365-6880 ( 0 Reviews )
Jason A. Canepa NMLS # 210170
Scottsdale, AZ 85250
925-475-9225 ( 0 Reviews )