Posted by huskerallen
We are very disappointed in Dan Hollatz of the Edward Jones office here in Hastings, Nebraska.
We went with him 5-6 years ago. He is very inactive and we felt he did not have our best interests in mind at any time. He never suggested buying or selling anything to increase our net worth.
So we went with RBC Wealth Management aproximately the first of July. We are happy with RBC's very active approach to increasing our net worth.
We had RBC transfer and close out the accounts we had at Edward Jones and we were informed by RBC that Edward Jones was being very unprofessional about this process.They (EJ) drug things out beyond what it normally takes.
To top it off, Dan Hollatz of Edward Jones called me on July 8th, 2011 and told me he wanted our son's account with Edward Jones closed out also, since my wife and I had moved our accounts out of Edward Jones. This childish behavior was a very unprofessional action for an Edward Jones professional. Plus he was whining about all he had done for us when in fact he had done nothing!
We are definitly glad we moved to RBC because we have made more money with RBC in the last month than we had with Edward Jones in the past 5-6 years!!