I started a new job and searched for a financial advisor to help me. After two other unsatisfactory…read moremeetings with other advisors, I found David. He helped me figure out how to save money and invest it for my retirement. He patiently explained all the choices and made sure I understood what each investment cost and what it could do for me.

From the owner: Making Sense of Investing…read more 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 had funds invested all my life with various Money Managers and large investment firms. Mark…read moreis the absolute best investment manager I have ever worked with bar none. Communicative and responsive, he works with you on the entirety of your life goals not simply the money he has under his management. Highly recommend.

Patty Dawson is the best financial advisor. She had attention to each detail of my portfolio,…read moregreat advice with easy to understand explanations. Whether you have $5000 or $5 million, she gives her time and experience to your financial and personal goals. Very impressive.

From the owner: Our services cover all areas of financial management, from investment and retirement planning, to…read morerisk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.

I'm so glad a colleague of mine mentioned a financial advisor who works here (Matthew S…read more Cunninghman). He explains things clearly, makes all the right moves, cares about his clients' wellbeing (whatever their monetary situation), and helps me rest quite a bit easier. I cannot recommend Matt highly enough.