Keywords: Financial edward jones financial advisor: stephen r hedrick cfp®|chfc® fl

Edward Jones - Financial Advisor: Stephen R Hedrick, CFP®|ChFC® - Stuart (FL)

Address: 🏡 10 SE Central Pkwy #315, Stuart, FL 34994, USA
Website: https://www.edwardjones.com
Phone : +1 (772) 600-5608
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJk14Vegbn3ogRg4Ui4keB-hg
#Florida

Regions Bank - Fernandina Beach

George Malone I’ve got to say probably the best bank around for customer service and overall banking experience… the staff is phenomenal I’ve been banking at the Fernandina branch for several years now !!!!!!
5 /5

FREEDOM FINANCIAL AMERICA - Hollywood

Pat Pitula Im impressed with how sincere this consultant team is in helping achieve stated goals, with complete integrity.
5 /5

Principal Financial Group - Sarasota

Ryan Sikkema I would give them negative stars if Google let me. Terrible company to invest with. I started working for a new employer 9 months ago with an incredibly in-depth boarding process. In the paperwork the employer buried info about auto enrollment and how if you dont select out of it they will automatically sign you up for it and select the percentage for you. This started back in June2024 and I became aware of the situation in December2024. I have my own investments and a 10-year plan that did not involve a 401k with my employer. Sadly both the employer and principal are of no help. I have since put a force stop on the account so they cant take any more of my money. I tried To cancel the account and ask for a rollback check. The representative from principal was less than helpful. It sounded like I had just woken him up and his attitude was like he didnt care to be on the phone at all (he continue to yawn through the call as he started speaking). They told me the only way I could take the money out was under hardship which I dont qualify for and would have to pay back later. The biggest problem I have with principal is I have zero emails from them in 2024. Theyve had over $1,300 of my money since June. Due to the fact I wasnt aware of the 401k plan I didnt have an account with them until January31st. They have yet to send me anything that told me I had this account. They havent sent me any kind of statement regarding the account. They didnt send me an email or give me a phone call about the fact that they had $1,300 of my money and what I wanted to do with it or what their plans were with it. its February 4 2025 and my only option to get out of a plan I wanted nothing to do with isnt an option. They took my money without my consent and theyre refusing to give the money back. Theyre due diligence is terrible at best and if youre looking for an investment to take care of you through retirement I would highly suggest going elsewhere. Even after telling the guy on the phone this is my first ever 401k and I dont understand them. He was not helpful. He didnt offer me any literature or refer me to somebody else that could help. The only thing he cared to say between his yawns were You can only take it under a hardship. Its a terrible company to invest with and their name is almost comical after what they put me throgh.
1 /5

Morgan Stanley Financial Advisors - Ormond Beach

Heather Hollan I thought the customer service was outstanding. The staff was very friendly and the branch manager is excellent.
5 /5

Fraser Allport - The Total Advisor, LLC - Daytona Beach Shores

Sandra Meunier Fraser was there to help navigate me through Social Security, Medicare and Medigap. I had attempted to do it on my own, but didnt want to make costly mistakes. I quickly became stressed and overwhelmed with the process. I remembered Fraser had reached out to me in an e-mail blast. Im so glad he did! He was systematic and organized in his approach. Before we began, he asked me about my priorities. It didnt take long for him to gain my confidence and trust. He has been there every step of the way offering patience, professionalism and a wealth of knowledge. He guided me through the social security process and empowered me to make the best choice, for my situation, as to the timing of collecting Social Security. On my own, I may have made a very costly mistake due to income penalties. He doesnt tell you what to do, only guides you though the options. I also believe, due to his guidance, I have selected the best possible MediGap Supplemental Insurance plan, for my needs. Fraser also assists with Estate Planning, IRA Rollovers and financial planning. Thanks to Fraser for making this daunting process stress free! I happily refer all my friends to him.
5 /5