We met Sean today to help us with some major life changing decisions. We walked away seriously…read moreimpressed. He guided us to view decisions not over the next 5 years like we have been but out for the next 30 to 40 years. He presented options and scenarios that made us sit back and think. It turned out we had pretty much made the right decisions, but for the wrong reasons. He also helped us with a couple other more minor decisions and some coaching to help us get over a disastrous relationship with Merrill Lynch. He had a sense of humor and quickly made us feel comfortable. We will be seeing him again in a year. Thanks, Sean!

From the owner: Specializing in Retirement Plan Decisions, Ed Slott trained IRA Advisor, Extensive Experience with…read moreWashington State Teachers & Boeing Employees. Certification & Affiliations: Certified Financial Planner Practitioner Financial Planning Association Specialties: IRA, 401(k) and 403(b) Plans Retirement Decisions Retirement Plan Rollovers Member FINRA/SIPC

I didn't choose to invest with Edward Jones. It was chosen for me as a company retirement plan. I…read morehave experience with several other investment companies. 1) Eric didn't follow my directions as to how I wanted my money invested and when I planned to retire. 2) Edward Jones charges fees for things that at other investment management companies are free. 3) Account management, things that are extremely simple and done online in less than a minute at other companies, are an arduous process at Edward Jones. Case in point, changing your beneficiaries. 4) My Edward Jones account seriously underperformed relative to my other accounts (see #1). Specifically, the performance between January of 2016 into the fall of 2017 was so poor (in my estimation), and the response to my complaint about it was so conceited, and so dismissive that that was when I choose to end my relationship with Edward Jones. 5) Directing my account myself, putting my money in something with returns that matched my expectations was expensive (see #2) 6) It cost me about 3% of my account value to roll over my account to another investment company. UPDATE: I got what I thought was a final statement. It turns out Edward Jones didn't rollover the total amount in the account. They shorted it about $51. I still have a login at EJ, but that account is not connected to my login account anymore - just an old one that was terminated about 5 years ago.

Eric has done a great job for my family. He is responsive, professional, and effective.read more

I know I've asked Karen the same questions over & over, sometimes in different ways - sometimes…read morenot, but she explains it until I get it! I refer her every chance I get - to family, friends and clients. Go see her!

I appreciate Karen's knowledge, as well as full spectrum service. It was good, as we are…read moreapproaching retirement, to have an updated overview of where we're at. It was also very helpful to understand the strategy, service & Integrity she operates through Edward Jones. I had an IRA I'd left too long in a glorified savings account. I already had a financial counselor that I've been working with for other things, which didn't bother her. Having met Karen in a business group, watching & listening to her over time, I decided she would be the one to invest this with. Every question I had & every reason to invest it in a certain direction, was explained clearly. This included taking a risk assessment for my comfort zone, so that she would not ask me to go any further than I wanted to. To me, that also is a mark of her as an excellent financial counselor, who wants what is best for me. I highly recommend you get in touch with her for a free assessment to see if you're where you want on your goals, whether you're just starting out or need to figure out how to get started, midway or further on your investing journey.

Our resources aren't many, but they're all we've got. We not only received the advice we needed,…read morebut we also had confidence in the advisors as they explained our options and displayed their expertise. Greg and Angie will make you feel secure in your decisions and coach you without pressure. I can't say enough about this Edward Jones branch. They deserve your consideration when thinking about investing for growth or security. We're so glad we went to them.

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've been using Chris at Stein Financial Services for 5 years. I get quarterly updates and…read moremeetings if I choose so that we can look at my portfolio and rebalance if necessary. It is a constantly changing market and it is nice to know that I have a planner that understands my goals and helps me achieve them.

AWFUL service, owner hung up on me after our business was about to renew with them b/c I told him…read morewe wanted to shop rates! Unprofessional attitude! Don't trust this firm with your insurance or money!