If you want a broker who's not a Fiduciary (CFP or CFA)…read morehttps://www.investopedia.com/terms/f/fiduciary.asp this might be a match. If you want an assistant who can't or won't answer transactional questions like "when will that asset be liquidated to cash after you received the paperwork you were sent" this might be a match. If you've been a client for years and think you've made a lot of money after paying 3% up front commissions (nobody in the industry charges these anymore), after paying extremely high fund expense ratios, high marketing 12B-1 fees and annual mortality fees (some as high as 1.5%) on some annuities, this might be a match.

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 branch is a joke. Customer service is nonexistent. Apparently they are terrified of COVID…read more Must employ only millennials. Anyway you can't go in. There is a giant iPad that says don't touch we will be right with you. There 10 minutes no one showed. Had to put my deposit in an unsecured box. Hope it gets to my account. What a joke.

I remember when I first came into this branch of fidelity back in 2013…read more You offices had just opened and Ryan Tolle was my adviser. Ryan has now moved on to bigger and better things, but I want to take this time to thank him personally for all that you did for me. Not just the financial end, but the kindness that you showed. I want to thank the staff and Chris Pinto also. All these people went above and beyond for me. I just wanted you to know how much you are appreciated. Thank you

I am deeply grateful to MediRight thier tenacity and for standing form in advocating for me and…read moregetting the Insurance company--who emplyed all sorts of delay tactics and tricks--to eventually pay me what they owe. I recommend MediRight to anyone facing the big Insurance companies. They will get you paid!

The last decade taught us we no longer can depend on savings methods of the past. Those ideals no…read morelonger provide the stability they once did. We all must put our savings to work and Bob understands exactly how to do that for individuals at all income levels. Bob provides a solid plan based on the individual. His ability to find quality investments across multiple markets gives investors quite a portfolio to select from. Bob is more than just an advisor he has become a partner in the business of my life.

Excellent service. I have a lot going on with my new business, estate planning and protecting my…read moreassets. Landor & Fuest are on top of it and get back to me any time I call. They also offer segmented investing to different parts of my portfolio - the long term growth versus sort term cash flow needs. We've been with them for a few years now and have no intention of leaving. Completely trustworthy and direct. Carrie R.