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    Town Bank

    5.0 (1 review)
    Closed 9:00 am - 12:00 pm

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    Services - Town Bank

    Investment management

    Personal banking

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    3 years ago

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    Edward Jones - Financial Advisor: Erin R Ulicki

    Edward Jones - Financial Advisor: Erin R Ulicki

    (1 review)

    We have been with this location for years prior to Dianna arriving. Excellent customer service…read more Last week she had discussed acting as our fiduciary with all transactions. At my last appointment this week, I must say this was the furthest from the truth. She did not discuss all options with rolling over my 403b or Roth including the possibility of not moving it. Answers for fees were in percentages, felt like pulling teeth to get information especially to convert it into dollars per year. She selected a plan with the greatest fees and the stock companies without my input later stating by my questionnaire for risk she thought this would be what I would want. I brought up the option of a lower commission product yet still substantial in fees, only negatives were mentioned in comparison to the positives of the higher commission product. Privacy is a question as I received another clients information in my packet this week through the mail. I rarely write reviews, especially negative ones, but please be your own advocate, knowledgeable about investing, assertive for the product you want and be clear on fees when working with this office.

    From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

    Town Bank - banks - Updated May 2026

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