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    Colliding Into Place Coaching Services

    5.0 (1 review)
    Closed 8:00 am - 7:00 pm

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    6 months ago

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    Edward Jones - Financial Advisor: Dario A Cavazos

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    I have been a client of this office for a little more than seven years. Longer than I have been a…read moreYelper. In the beginning of my experience with Dario he was very engaged with helping me reach my financial goals. We would meet quarterly or more to discuss and evaluate my finances and then reassess my goals to see what to do next. I started working with this office with only $1000. I am very glad I started and do not regret it at all. However, for the last two years, my adviser has seemed to have grown and become very successful. Which is great, but I have lost substantial time to work with him besides a 3 minute phone conversation where he is attempting to appease me with BS. He told me that now new clients need a minimum of $500k to have him help with his finances. I'm not sure if he was kidding but I do know that he was so busy he took on a partner and moved my accounts to him. WITHOUT asking me how I felt about it. In addition. I do like his new partner but I am uncomfortable working with him because every thing he has assisted me with has been a nightmare. Anyways, I am moving to another adviser at a different institution. Somewhere that will keep me growing and not just put my business with them on the back burner. If you want to help, help, see it through. Consulting is an ongoing process.... not just till you find clients with more money

    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.

    Colliding Into Place Coaching Services - lifecoach - Updated May 2026

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