Edward Jones - Financial Advisor: David Rich
301 Butler Avenue, Greenville, SC 29601
Location & Phone number
301 Butler Ave, Greenville, SC 29601, United States
About the Business
Edward Jones - Financial Advisor: David Rich is a trusted institution located at 301 Butler Avenue in Greenville, South Carolina, United States. Specializing in finance, David Rich provides expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: David Rich is dedicated to helping individuals and families navigate the complexities of investing and wealth management. Contact them today to take control of your financial future.
Photos
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"When meeting with David for the first time he had already done his homework with us and had different strategies and options prepared, all with strategic growth as the goal toward our (early) retirement. After only a few months we are seeing much higher growth and a large reduction in fees compared to our previous and faceless account holder. It’s very comforting to have a local person managing our portfolio who genuinely cares about our well being. I also have to say it’s nice to have all the accounts available at our fingertips on the EJ app."
"It took me a long time to find someone that I trusted with my retirement. I’ve known David for many years and when he decided to open his own branch, I knew I had found the right person. The Timing was great, I was leaving a company and I needed to roll over my 401(k). He even helped me navigate the financials after losing my dad as well. I get calls every month from other financial firms and I always tell them I already got a guy."
"I have had such a great experience with David. He is so knowledgable and takes the time to explain my options and recommendations. His new office is lovely and so conveniently located. There is also an entire conference room in the office which makes it really easy to bring my kids along if I need to stop by."
"David Rich is extremely knowledgeable and truly cares about making the best financial plan for your specific needs and not just "selling" what makes the most commission like other advisors do."
"David Rich is a true walking book of knowledge. He is an advocate for the people and takes his time to teach and share his knowledge in finance."
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