Sharon Amick is an excellent Advisor. I am so impressed with her Professionalism and her scope of…read moreknowledge. Whether we are on the phone with her or in her office, she makes us feel as though we are important to her. She truly cares about her customers and their well being.

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.

Knowledgeable, down to earth and someone I have complete confidence in her judgement and suggestion.read more

Julie is very personable but also very professional. I am a Real Estate/Loan Broker and I can see…read morewhen someone genuinely cares about helping others. She was very gracious with her time and asked strong, investigative questions. Thank you Julie

Let me start by saying, hiring Jacquelyn was the best financial decision I've ever made. I knew…read morewithin the first five minutes of speaking with her I had found what was missing in my life. Trying to understand finances, if it's not your field of expertise, can be intimidating, to say the least. Jacquelyn took the fear out of the future for me. She took care of me from day one. She took the time to really get to know me and what my goals were. I wasn't even sure at the beginning. The nice thing was, it was okay not to know. Jacquelyn works with you to help figure that out. Her level of knowledge and professionalism is unmatched. Her charm and creativity are a welcomed bonus. Truly, do yourself a favor and make an appointment to speak with her. Your future is worth it.

I have been with Edward Jones for many years and moved my accounts to Jacquelyn Wright about a year…read moreago. I was so impressed with her level of knowledge and customer care. Jacquelyn really took a personal approach to get to know me as a person which gave me confidence in the decisions we made for my investments.

I have to say I am impressed! I set up a call to review my situation and after hearing what I had…read moregoing on I was advised to call my current company and request some changes. I was shock...NO HARD SALE! This call was filled with great advice and I really felt like he knew what he was talking about and was not feeding me a lot of fluff. I was given my homework and if I did not get the results that I needed they would be there to help me. On top of it all I learned about money market accounts and how they work, great food for thought. Thank you for your guidance and direction. I would defiantly recommend you.

This level of skill and competence is rare indeed in the Financial Industry. The front desk…read moremanager, Linda, and the investment guru, Sal went above and beyond. I had a series of ridiculously complicated requests and they accommodated me with warmth, knowledge and respect. They also took the time to educate me without condescending. The 20 minutes I spent in that office were invaluable. I'm excited about the prospect of further investments with this firm, and I'm so surprised by the degree of confidence that they have earned from me.

Called on Friday, Feb. 23 to find out where I can get my 1099. When I went to tax forms it said…read morenone available. After looking (almost) everywhere on their website I called, wasn't able to talk to anyone, had to set up voice activation by saying a sentence 3 times. Roughly 15 minutes later I was told that the hold time was very long so they will call you back in the order it was received. That was Friday morning, it's now Sunday afternoon. No call. Went back to their website looking again and found out that they won't have them ready until Feb. 28. Why wasn't that on the window that said "No documents available." Not great service

I got a small personal loan to help pay my bills, but because these banks are going belly up they…read morewon't let people access their own money, now rt before the weekend they put a hold ony account . My other account with them is fine , because it has noonry in it but the one that got the loan deposit from another financial institution now has a hold on it. I was told on the phone with customer service I could transfer that money to my other account or request a check to me within 24 hours . That was a bod face lie. I requested yesterday at 11 am I get a 24 hour check sent . Now I get off the phone with them andy request although was logged in at. 11 am They couldn't send a check until a manager approved itondsy, well come Monday. Walking into this bank and they better give me my money that's my money not theirs to hod onto til the very last minute because me they are going to have another lawsuit on them as nd I'm going to sit out in front of this joke of a financial institution and tell everyone.r they better withdraw their money before it's my available and the bank vosesd it's does too. Id go r negative stars to this bank. What a fall from grace this place took , lying rt to their customers ga e to get them ofg the phone so you can keep our money as long as you can so you money on it while my power gets shut off That's why I took out a loan , now you r lost a customer and hopefully many more who read this for life . Way to go Schwab as mother unsatisfied pissed off customer

Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I meet regularly with my Insight financial planner (always the same person). I am always happy to…read moresee all the financial data, market trends, and potential political disruptions they consider before adjusting my investments. And I appreciate all the guidance they give me on issues such as social security, medicare, required minimum distribution, and tax planning. I feel well taken care of and in competent, knowledgeable hands.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

I walked in and before I even said anything the lady shook her head as if I was a joke. I then…read moreasked how old I would need to be to possibly set up something like an investment account, and since I'm so young they were completely rude about it. When I talked to them about how I was interested in putting in 150 a month possibly, they lied and said there was a minimum. I know this because I looked at their chart, and they even had the audacity to say it would cost 10-20k dollars to start, when investing is not around there at ALL. They then requested I leave and were just rude in general about everything. I do not recommend going here, please find somewhere else to talk to someone about your financial statements.

Jeron is a great financial advisor. He helped me with my Roth IRA. He answered all my questions…read morethroughly and isn't all business, he gets to know you. I'm glad I choose Jeron is be my financial advisor. I will recommend him to all my friends and family.