Called looking for some tax/financial advice. 4 days later I get a call back and explain that while…read moremy husband and I have each done our taxes ourselves in the past we are now in a more complex financial situation with higher income, being married, having a child, investments etc. we were looking for someone to help us figure out our situation from a tax perspective as last year we ended up owing quite a bit unexpectedly. Gary told me that he only helps clients. I asked if he charged an hourly rate and if we could at least meet with him. I said that we were interested in becoming clients, but would prefer to at least meet first and discuss our current situation. Gary was reluctant to help me and stated that if I were one of his existing 400 clients he would probably be able to help, but that he thought I should just use the IRS online calculator. I explained that I had already done this and needed further professional help. Gary suggested I call someone else. I'm glad he is doing so well he can afford to turn down wealthy clients, but I'm very much not impressed.

Gary has been doing my taxes for 20+ years. I haven't left a review until now as I happened to see…read morethat someone gave him "1 star" which even after reading the review is completely unwarranted. (Side note: reviews need to be objective for them to be of any value. A 1-star review should be reserved for someone that shuts a door in your face, gives horrific customer service, etc. The system is not meant to be a subjective measurement of how personally offended you are at the moment that you didn't get what you wanted, or that you were told "no". Last bit: the fact that that '1-star' reviewer felt she had to mention that she wasn't treated in a manner commensurate with 'her wealth' speaks volumes.) I give Gary extra kudos for remaining in his integrity and saying, 'no'. Ok, off soapbox, which I only climbed upon to say that Gary is very knowledgeable, professional, stays current on the tax laws, has done a stellar job for decades, works hard for the fastest turn-around time, is flexible as heck with appointments, and on top of it is kind-hearted and easy to work with. So this is an Objective 5-star review. ;) -Linda, B. Meadow V.

Great crew, always on it! Wouldn't trust my money with anyone else. Very clear with what they're…read moredoing and no need to worry about correct choices being made.

Garrett (and his team) are an excellent resource for sound advice about your financial health. They…read moreare very responsive, knowledgeable, and have steered us right over the last few years. Garrett helped us develop an strong plan for our retirement and the plan is being executed well. I trust him, his company, and plan to keep them on our financial team until the end. I'm grateful we discovered them!

Steve has been an excellent financial advisor and I don't think I could trust anyone else to handle…read moremy investments. I've had some very unique situations that he was able to help me correct to keep my portfolio growing.

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.

Brian and his assistant, Theresa are the best. Brian has helped us so much with our retirement…read morefunds. Thank you to a great team. If you are looking for a great Financial Advisor, this is the place to go to. Thank you for all you guidance and help with our financial funds. Dixie and John I.

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.

Nothing in the field of financial management has as much value as personal caring and the sincere…read moreattention one receives from their Advisor. David is that guide; that Advisor, who deeply understands a client's needs per the client. Thank you David!

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.