We met Sean today to help us with some major life changing decisions. We walked away seriously…read moreimpressed. He guided us to view decisions not over the next 5 years like we have been but out for the next 30 to 40 years. He presented options and scenarios that made us sit back and think. It turned out we had pretty much made the right decisions, but for the wrong reasons. He also helped us with a couple other more minor decisions and some coaching to help us get over a disastrous relationship with Merrill Lynch. He had a sense of humor and quickly made us feel comfortable. We will be seeing him again in a year. Thanks, Sean!

From the owner: Specializing in Retirement Plan Decisions, Ed Slott trained IRA Advisor, Extensive Experience with…read moreWashington State Teachers & Boeing Employees. Certification & Affiliations: Certified Financial Planner Practitioner Financial Planning Association Specialties: IRA, 401(k) and 403(b) Plans Retirement Decisions Retirement Plan Rollovers Member FINRA/SIPC

I know I've asked Karen the same questions over & over, sometimes in different ways - sometimes…read morenot, but she explains it until I get it! I refer her every chance I get - to family, friends and clients. Go see her!

I appreciate Karen's knowledge, as well as full spectrum service. It was good, as we are…read moreapproaching retirement, to have an updated overview of where we're at. It was also very helpful to understand the strategy, service & Integrity she operates through Edward Jones. I had an IRA I'd left too long in a glorified savings account. I already had a financial counselor that I've been working with for other things, which didn't bother her. Having met Karen in a business group, watching & listening to her over time, I decided she would be the one to invest this with. Every question I had & every reason to invest it in a certain direction, was explained clearly. This included taking a risk assessment for my comfort zone, so that she would not ask me to go any further than I wanted to. To me, that also is a mark of her as an excellent financial counselor, who wants what is best for me. I highly recommend you get in touch with her for a free assessment to see if you're where you want on your goals, whether you're just starting out or need to figure out how to get started, midway or further on your investing journey.

Through my credit union, NFCU, I received an invitation to attend a seminar on Social Security and…read morewhen to take your Social Security. The presenter's name is listed as Sean Kelly. I looked him up and found that he works for Merrill Lynch in Everett. I called the number to let them know I would not be able to attend tonights seminar as I have a conflict. A woman answered the phone and when I explained I was following up on the Social Security seminar tonight in Lynnwood and looking for Sean (I couldn't remember the last name). She seemed confused and asked me if I said I was from Bank or America. I repeated that it was an invitation from Navy Federal Credit Union and that Sean Kelly was doing a presentation regarding Social Security in Lynnwood. The woman said she was Mr. Kelly's assistant and she didn't know anything about it. WOW. Not, gee, I don't know anything about it but I will find out and let him know you will not be attending or any courtesy whatsoever. I am super glad I work with Fidelity who are always helpful and courteous.

My Grandfather, Grandmother, and Aunt held sizable investment accounts with Merrill Lynch at this…read morelocation for decades. The office was very good to them, to my knowledge they were consistently very happy with the service they received. All three have passed away, I am now serving as executor for my Aunt's estate. The estate has taken years to close for various reasons, but now is almost over the finish line. The new management recently issued me a hard date to close the estate account by the end of the year because the account balance falls below their new minimum. Not a big deal, I have opened an estate account elsewhere. However, I found the undertones of their communiques to be condescending, and I am sure would have shocked my deceased family members. I get it, they are a financial institution that hasn't promised to be with their clientel through to the end, but maybe somewhere else there is an institution that holds that kind of commitment.

Our resources aren't many, but they're all we've got. We not only received the advice we needed,…read morebut we also had confidence in the advisors as they explained our options and displayed their expertise. Greg and Angie will make you feel secure in your decisions and coach you without pressure. I can't say enough about this Edward Jones branch. They deserve your consideration when thinking about investing for growth or security. We're so glad we went to them.

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've been using Chris at Stein Financial Services for 5 years. I get quarterly updates and…read moremeetings if I choose so that we can look at my portfolio and rebalance if necessary. It is a constantly changing market and it is nice to know that I have a planner that understands my goals and helps me achieve them.

AWFUL service, owner hung up on me after our business was about to renew with them b/c I told him…read morewe wanted to shop rates! Unprofessional attitude! Don't trust this firm with your insurance or money!