Jenifer is amazing! I've met with her twice (over the phone due to Covid) to get a financial…read morestrategy set up to best prepare future. She is timely, empathetic, relatable, and most importantly, knowledgeable. I'm excited to get my retirement plans in order and be on a good path thanks to Jenifer's help!

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.

I have been going here for years and they are always on top of things. Prompt service and highly…read morerecommend.

Edit: I've had Mr. Thomas Proffitt do my taxes for the last 2 years, and both times he has done a…read moregreat job, including fixing up a mistake that my previous accountant messed up on! Although we had a slight misunderstanding earlier, Mr. Proffitt was remained very professional throughout the interaction and we came to an amicable solution. I would recommend this firm based on their professionalism, ease-of-use, and willingness to work with you.

Mike and Nicole have finally helped me pay off my credit card bills. I'm so thankful for their…read morehelp. I'm debt free and getting money back to help pay for a new hip. Thank you so much to you both and to debtRX. Lanette

This is a scam, they charge more legal fees, monthly fees, service fees and settlement fees, you…read morewould pay more than the actual amount you own fully at the end of the period. They trap you using the settlement as bait so that you can never opt out when you realize what they are doing. You can reach the same settlements by your own by talking to creditors and you will save thousands of dollars in fees. They will drag it out as long as they possibly can to steal your money. Don't fall for it, i wish I didn't. The 5 star reviews are also fake, posted by them.

Never meet this woman but tried to get an appointment with one of her accounts and her refusal to…read moreallow me to do so is totally outrageous. She insisted I meet with her... I don't think I should be forced to meet with an accountant that is not of my choosing.

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.