Edward Jones – Financial Advisor: Jeff Stefek

I started a Roth IRA here and unfortunately was not pleased with the follow up counseling. I never got a call back after putting my money into the company and we had spoken about other investments to begin in the future.
The agent I used was informative and very nice but I must have fallen through the cracks. After doing more research I decided to go with Vanguard to avoid fees.
Just my 2cents…

The new Edward Jones office is in a strip mall off of 685 near the WalMart.
I have to say I am impressed. Normally I don’t have a lot of nice things to say about Austin businesses but this is an exception. After a terrible experience with the Fidelity arboretum office I moved my Rollover IRA here. Jeff is the Manager and his assistant Stephanie are really great. I have been with them about 4 months now and have talked to Jeff at least 10 to 15 times. This guy cares and makes you feel like he wants to do a good job and help you with your investment.
They are always welcoming and friendly and show they care about you not only as a customer and a source of revenue but as a person. I must say I am very glad they found me. One day Jeff himself rang my doorbell as he walked through the neighborhood introducing himself. I kept his card and after the burning I got at Fidelity I dug his card up and contacted him. So far it has been a very good thing. Jeff even hand delivered the 2011 Calendar with a small classy Christmas ornament.
From the start Jeff spent whatever time it took to go over my financial position, and discuss my risk level and took a total financial snapshot. He then went off and developed his suggestions and alternatives which we discussed in detail. He has done a great job thus far caring for me and my small little nest egg.
If you need some direction with your 401K or rollover IRA I would strongly sugget you contact Jeff and give him an opportunity to help you.
I’m a fan.