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    Edward Jones - Financial Advisor: Eric Higgins

    3.0 (3 reviews)

    Services - Edward Jones - Financial Advisor: Eric Higgins

    Investment management

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    10 months ago

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    5 years ago

    Eric has done a great job for my family. He is responsive, professional, and effective.

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    15 years ago

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    Merrill Lynch

    Merrill Lynch

    (2 reviews)

    Through my credit union, NFCU, I received an invitation to attend a seminar on Social Security and…read morewhen to take your Social Security. The presenter's name is listed as Sean Kelly. I looked him up and found that he works for Merrill Lynch in Everett. I called the number to let them know I would not be able to attend tonights seminar as I have a conflict. A woman answered the phone and when I explained I was following up on the Social Security seminar tonight in Lynnwood and looking for Sean (I couldn't remember the last name). She seemed confused and asked me if I said I was from Bank or America. I repeated that it was an invitation from Navy Federal Credit Union and that Sean Kelly was doing a presentation regarding Social Security in Lynnwood. The woman said she was Mr. Kelly's assistant and she didn't know anything about it. WOW. Not, gee, I don't know anything about it but I will find out and let him know you will not be attending or any courtesy whatsoever. I am super glad I work with Fidelity who are always helpful and courteous.

    My Grandfather, Grandmother, and Aunt held sizable investment accounts with Merrill Lynch at this…read morelocation for decades. The office was very good to them, to my knowledge they were consistently very happy with the service they received. All three have passed away, I am now serving as executor for my Aunt's estate. The estate has taken years to close for various reasons, but now is almost over the finish line. The new management recently issued me a hard date to close the estate account by the end of the year because the account balance falls below their new minimum. Not a big deal, I have opened an estate account elsewhere. However, I found the undertones of their communiques to be condescending, and I am sure would have shocked my deceased family members. I get it, they are a financial institution that hasn't promised to be with their clientel through to the end, but maybe somewhere else there is an institution that holds that kind of commitment.

    Edward Jones - Financial Advisor: Eric Higgins - investing - Updated May 2026

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