I was introduced to Chandler Wealth Management at one of their seminars. At the end of the meeting,…read moreI made an appointment to review my estate plan. It was a very pleasant and non-pressured and informative meeting where my plan was reviewed and easily updated. The relevant documents were recorded by Nathan. I was pleasantly surprised at the very reasonable cost of everything. In words of my Massachusetts upbringing, it was a "wicked awesome" meeting. After our meeting, I referred a friend and she also was very happy with these ease of document review and her estate plan update. Not being from Massachusetts, she just said it was great. Ken T.

Attended a presentation in a very pleasant setting. Received great information and would like to…read morecontact them later with my spouse to discuss further action plans. There was no pressure. Didn't expect such a great meal, but I truly enjoyed it. Seems like this event was well received and had a large number of attendees.

My Edward Jones advisor, Joe Schaefer, has given me incredible service, resulting in a very…read morepositive growth pattern over the last 10 years. I am extremely happy !

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.

skip West and his staff have provided us first class service and a variety of options to work with…read morein achieving our retirement goals. Skip is finely attuned to the market and allows us time to enjoy our retirement rather than worry about ongoing market conditions. Take time to meet with Skip and his staff. You will be pleased as we are. Bob and Gwen Mitchell

Lost money. He told us we'd make 8 percent on our annuity. Also told us we could remove our money…read morein two years without penalty. Neither happened. He was also was arrested. What happened with that? We lost about 10K.

Terrible. My mom passed and I am trying to change my dads address to the assisted living living…read morefacility. I have a financial Power of Attorney. I have five visits so far and still waiting Not impressed with this branch at all. This should be easy, very easy! They will not call you back. So you have to go to their office.

OMG - Where do you start when you realize you have made a serious mistake. I moved my money from…read moreSchwab, that was an error. I started dealing with a guy named Chad, first thing he says to me " I don't give it away " like this JO was astute, he was not. I directed my own funds at that time. Then a BIG surprise Fidelity audited my account and on their own and against my explicit instructions they sent 56 thousand dollars of mine to the IRS ! I told them not to, they did it anyway. I am in the process of divesting myself from these goniffs. When I called for an explanation they kept placing different people on the phone, each one knew less and less, finally they must have put the janitor on the phone - complete idiots !

I read with interest, two opinions form folks that say the got involved with Baum Investments…read more Well here is the truth: I have been invested with Baum for about 10 years now and have never missed a check delivered directly to the bank. The Investment talked about is great: I have been invested with them for over four years and again, payment on time on this one investment! The interest payment alone and the ability to cash in has been better than anyone could hope for in this financial atmosphere. I suggest anyone who really is interested in financial security to talk with this team and find out for ourself. Mr. D

They have just closed up shop in both their locations, missed a payment this month, Oct. 2026, I'm…read moreassuming they just quit, and went to His place in Costa Rica. Baum has been steady through the years, not much complaint, but to just stop and close up shop when we are still owed much, is well, robbery. We will be seeking damages soon. The letter we got in the mail today was very vague and gave no real reason for closing up, just we are sorry and it was great to serve you, kind of letter. So we are extremely disappointed, and we are owed a fair sum. We do not have any plan with Annuities, which he says those people will be contacted and adjusted or something. How long do we wait to be contacted, If you haven't contacted your people by now, we can only assume you don't plan to.