Edward Jones - Financial Advisor: Melinda M Hannah, CFP® - Hamilton, Ohio

Edward Jones - Financial Advisor: Melinda M Hannah, CFP®

Edward Jones is a financial services firm dedicated to providing quality investment solutions to individuals and businesses. Melinda M Hannah, a Certified Financial Planner (CFP®), is the financial advisor at this location, situated at 2201 NW Washington Blvd B, Hamilton, OH 45013. She can be reached at 37374463 or through her website edwardjones.com.

Melinda specializes in various financial services, including:

• Financial consulting
• Finance brokering
• Investment services
• Stock brokering

The office is equipped with wheelchair accessible parking, entrance, and restroom facilities, and it is recommended to make an appointment prior to visiting. This company has earned a solid reputation, with an average rating of 4/5 based on two reviews on Google My Business.

For those seeking personalized financial guidance and investment solutions, Edward Jones - Financial Advisor: Melinda M Hannah, CFP® is well-positioned to assist. With her expertise and the resources of a trusted financial services firm, Melinda is dedicated to helping clients achieve their financial goals.

Specialties: Financial consultant, Finance broker, Investment service, Stock broker

Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible entrance, Restroom, Appointments recommended.

Opinions: This company has 2 reviews on Google My Business. Average opinion: 4/5.

👍 Reviews of Edward Jones - Financial Advisor: Melinda M Hannah, CFP®

April H.

3/5

Went to Edward jones per recommendation of a friend and desire to consolidate various retirements from previous employers. Melinda was really nice when meeting and assisting in rolling everything over. However I noticed little growth in investments and lack of control of where monies are invested. My husband had lost his job which we decided to cash-out accounts. You could sense the dissatisfaction in this decision as opposed to understanding of the circumstance. There was no discussion in regards to tax withholding, and I assumed 20% was standard. However it appears that only 10% was withheld on two, and none on the other. Tried calling front desk staff with a couple questions per my tax guy which by the end of the conversation she states, “There should be no questions, your tax guy should be aware”. I had decided that hence forth, I am better off rolling old employer retirement plans to my current employer account.

Bill C.

5/5

I have known Melinda for years. She is intelligent, dedicated and completely committed to her clients, her family and her friends. I cannot imagine a better place to put the financial life of my family than in the hands of Edward Jones and Melinda Hannah.