Jefferson has a warm and sincere manner that is very genuine. He is interested in the whole person…read moreand not just the business he is providing. He feels very much like a friend, and he is. I appreciate his honesty with investing and never pushes or pressures what he feels after presenting all the facts and scenarios. So glad I found him!

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.

Mr. Korff is a most charming gentlemen; however, when we started with him he incorrectly assured me…read morethere would be no costs for transferring to EJ. That was very incorrect. When shares were sold from my previous firm these transactions resulted in taxable cap gains. While he could not have known the total exposure he should have advised the likelihood for some tax consequences. Yes, perhaps I should have been wise enough to also consider that potential but at 83 you figure your so-called new financial guy would have properly wpakerted you to thus possibility. Bottom line...major increase in my 2016 tax liability. Korff let me down with a "pathetic sorry". Daniel Merkel

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 worked with Jennifer Murray for years. She really cares and is not afraid to give you pros…read moreand cons of all options. She has also worked with other family members and is always attentive and honest. I highly recommend her for all of your financial planning needs including investments.

I don't know why I haven't written this review much, much sooner, but I wish I had; I say this…read morebecause Ryan Curtis is a total superhero in our eyes. We've used him for over ten years, and because of him, we can sleep at night knowing we'll be more than just okay in our retirement - to the point where we may even be able to leave our children something. Ryan is brilliant at what he does, and we've made consistent, significant, year over year financial gains, despite the volatile markets. He is also super kind, non-judgemental and extremely professional. I consider calling him back, when he reached out to us a long time ago, as one of the best, most important actions I've ever taken.

I've let Ryan Curtis know how much my wife and I have been impressed by his level of service in all…read moreareas financial and to our benefit. This is an understatement, but nonetheless, I wanted to at least mention it. We are so appreciative for have the opportunity of working with Ryan because of his integrity, which for us what the most important aspect of entrusting him to help us move forward and work toward our financial goals. It's great having Ryan at Stifel with all the products and services available to evaluate and choose from based on his expert analyses and evaluations of our choices. Plus, Ryan's presentations of our choices have been excellent because they are practical and readily understandable. This has greatly helped us make, hopefully, wise decisions. So far, that has been the case. We've engaged Ryan for 401/457 account management; after tax investments in bonds, business development corporations, and classes of funds through large financial institutions, such as Nuveen and Franklin Templeton; life insurance policies tailored to perfectly to our needs; and most importantly, a continuously high level of service for financial analyses and recommendations. Most recently, Ryan recommended we get a quote for refinancing through Stifel Bank and Trust. We did and we compared the quote to another local broker's offer and Stifel's product was the better value, and not just by a little bit--the other broker did not come close to what Stifel offered us and told us we should go with Stifel. Because of Ryan's proficiencies on the products and services his company offers, he could readily refer us to the right people within Stifel for our refinance. Needless to say, my wife and I have recommended Ryan for his integrity and financial expertise to family members, friends, and work colleagues. Of the people who followed up, we've heard only good things about Ryan and his high level of service and appreciation for honest and straight forward financial analyses catered to individual needs and circumstances. My wife and I highly recommend Ryan Curtis.

Kevin has been our family financial advisor since he took over the office. I am nearing retirement…read morebut we have adult children and children of high school and college age. He manages all their finances with the appropriate risk assessment. I trust his intellect and the work and research he puts into the advice he gives us. I really appreciate that he considers my thoughts and opinions but does not hesitate to let me know when he believes I am off target. I don't want a yes man nor do I want a "my way or the highway approach" Any 401Ks we have rolled over have gone straight to Kevin and he's done outstanding! We have recommended him many times over. Ed jones is a great company. Kevin makes it excellent. Joel J Galles

Kevin has been a very dependable resource, not only planning for my future retirement but also my…read moreday to day investments. I love that Kevin is always willing to meet with me on moments notice and always keeps me in the loop with potential opportunities. I am very greatful for the service he provides!