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General Info
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
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Services/Products
Advisors Financial Advisor Funds Investment Investment Management Investment Managers Stock & Bond Broker Stocks & Bonds
Payment method
company card, visa
Location
Battlewood Shopping Ctr
Categories
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David M.

10/21/2020

Overall
Expertise
Service

I have been trading common stocks in my own name since 1967. I have been an Edward Jones account since October 2002 (then in another State). When I retired to Tennessee in 2007, I moved by account to the office of Russ Haselton. Later in the Fall of 2011, my aged Mother moved her account to his office as it was near her assisted living residence. Russ is an excellent financial adviser. He gave my Mom excellent estate planning advice prior to her demise in 2014. He is an honest, diligent person. He enables me to harvest tax losses and other complex trades requiring care and precision. I hold Mr. Haselton in the highest esteem. I have both a taxable account and an IRA with his office.

Details

Phone: (615) 595-9204

Address: 2176 Hillsboro Rd Ste 134, Franklin, TN 37069

Website: website

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