We have been working with Stewart Willis of Asset Preservation for the past year…read more We had been trying to manage our 401k's and IRA's ourselves, but we didn't have the time or expertise to get the kind of returns that we should have been getting, so we went searching for someone to give us a hand. After some vetting we landed at Asset Preservation. Stewart and his associates are fiduciaries, and he spent a lot of time meeting with us to establish what our particular financial goals were and ascertaining the level of risk that we were willing to take. He and everyone in his office are attentive, friendly and professional. We have been very pleased with his advise and the level of communication that we receive. We can log into our account 24 hours a day to see what has been happening.

In your commercials, all the people involved are men. (male speaking) "you cant reach your…read moreadvisor because he's out on the golf course." Today I tuned in to see a table full of men. Alienating women .... what century are you living in? Confirms why I should continue to work with a woman-owned firm.

Michael Golinski knows how to provide his clients with care and respect. Whenever I have any…read morequestions or just want to follow-up on something, he is readily available to help out. His professionalism is what you expect from your financial advisor.

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.

If I could put 0 stars I would. Rich gives poor advice, doesn't review investments with clients…read moreand is difficult to get ahold of. Steer clear of this guy.

All financial advisors and Edward Jones offices AREN'T CREATED EQUAL!…read more I've been doing business with Jonathan Miles for years and don't know that it would be possible to find a more caring, honest and intelligent advisor to work with. If you're looking for a financial advisor this office is highly recommended. The office team (Julie and Marty) will make you feel welcome the moment you walk in the door. I'm super glad and proud I found this team!

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.

This bank is customer friendly and although the lines move slowly, it's a pleasant environment. I…read moredon't like going into any of my banks and having a teller ask me "Would you like to talk to a financial advisor!" Um, hell no! I go to the bank for banking and a financial planner for investment advice. For banking, yes, great place, but stop bothering me about investments! I don't have pictures as it's not the brightest of ideas to take pictures and/or video in a bank. I don't want to be accused of casing the place

Great customer service. I do not have an account with them. When my bank, BofA, failed to provide…read moredecent customer service, I went to Compass. They quickly assisted me. Thank you Compass.