Pittsburgh, PA Financial Consultant

Now permanently closed as of today. The ATM is still open. Now we gotta go down to the Waterfront or Shadyside I guess for a drive-thru.

Ive been a longtime customer and have always experienced outstanding customer service. Susie is my agent and goes above and beyond always to answer my questions and expla ... more

Excellent service

I've been working with Patrick Byrne at Edward Jones for many years. He and his office manager Peggy have provided outstanding financial advice and customer service to o ... more

Ryan is reliable and trustworthy. He listens and advises us using his impressive resources and experience. I highly recommended Ryan.

I met Matt about 17 years ago, and I have learned so much from him about investing.  He has been counseling me and my family for years and we are very happy with the comm ... more

Intentionally unhelpful. I have had a great experience at other branches though.

Excellent service

Janny Montgomery Scott are nothing but insensitive lowlife company who have no compassion for their clients one time many moons ago they were a great company but now they ... more

Thoughtful, thorough, intelligent. An amazing advisor for wholistic wealth management, retirement, etc. definitely worth calling, doesnt try to sell you something.

Positive: Professionalism

Nothing special happening here & I don't have "15-20 years for the market to come back". After funds were moved to another advisor they took back $500+ as they had access ... more

I was trying to get an update on the remaining balance for my checking account that I closed few days ago and the customer service was simply bouncing my call from one re ... more

David Joseph has to manage my investments and he never returns my calls and has been inaccessible for nearly two years. Perhaps you need a minimum amount of money to get ... more

Have you ever asked yourself, where does all our money go? We did too! No matter how much we madethe end of the month outcome remained the same. We tossed around the word ... more

Rebecca Spiegel used First Data's EIN from the 1099 instead of mine on my 2019 return which cost me EIDL and RRF funds. To this day she still refuses to fix it.

Shay guided me through my financial journey as a coach. Shes very gentle relatable and firm at the same time and thats exactly what I needed. Her dedication big heart and ... more

Ted Ferdinand and Kasky Insurance did a fantastic job coordinating my auto and home owners insurance policies, saving me a significant amount of money on both policies. I ... more

Very professional and courteous.

I am a third generation client of David J. Nader. Our family has trusted him and his team completely for many years and have not been disappointed. They are always help ... more

Andrea is the best!