We've invested with Robare and Jones for about 4 years now and are very pleased with our returns…read moreand the R&J team. If you are seeking an investment advisor that cares and that will put your best interests above theirs, Robare and Jones might be the place for you too!

These people are incredible! You can totally tell how much they care about their clients from…read moreevents they host. Absolutely love the financial advisors at Robare and Jones Wealth Management and they do a great job at managing assets! If you're in the Houston, Texas area or like meeting virtual then this is the right group of financial advisors.

Anita is a very attentive and knowledgeable advisor. I trust her advice and insight. I always feel…read moreshe has our best interest at heart. 5 stars!

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.

There is so many things to say about this company and the owner (Jacqueline). I discovered her…read morethrough Thumbtack. I needed help with budgeting for a big purchase (my car), and I needed help. Now, I love to shop so this was a challenge for me. She provided a easy to follow budget, and even built in "spending days" for me to satisfy my shopping. I have just recently signed up for another budget strategy to purchase a new home. I will recommend her for ALL of your financial needs.

We love working with Jacquline for zoom seminars on money and budget planning. She's a wealth of…read moreknowledge! Great communication and happy to help each one of our members

Loved the entire experience. Was made to feel so comfortable and Lori really listened to me and…read moreasked all the important questions.

This has been the worst organization I have ever worked with. I have never in my life felt like a…read morecompany cared less about their customers than I did with KWM. Absolutely worst experience I have ever had. At times it felt like they were intentionally trying to ignore us and delay our taxes. I would not wish this type of service on anyone.

While it's difficult to gauge how successful my investments will be. It is absolutely possible to…read moreconvey what a great, caring, professional experience my wife and I received when opening a new account and subsequently moving our investments from Schwab to Fidelity. We're certainly not rich but I can say we were treated as if we were investing winnings from the lottery. Chris M. has taken more than a few hours with us, setting up our initial investment, rollover, and account transitions all the while ensuring we completely understood the process, Fidelity's competitive differentiators, and providing "food for thought" on what we may want to think about for the future. I cannot express enough our gratitude for being treated with the utmost respect and professionalism by everyone we've encountered at Fidelity. From the front desk reception to personal advisement, and the follow-up from not only Chris but the company's financial asset managers. Net/Net: Could not have received a better experience and certainly much more attention and professionalism than the other guys. My 2 Cents (no pun intended) Greg T.

It's not clear that any of the employees at this particular Fidelity location actually understand…read moreanything or provide any services. I stopped in to get a Medallion Gold Signature Guarantee stamp on a private stock holding on which I was simply adding a Transfer On Death Beneficiary (TOD). After answering numerous questions from one of the office staff, I was told the paperwork would need to be "sent off" to senior management for review and that someone would get back to me in a few days. When I've requested similar signatures from other Fidelity locations in the past, I was able to obtain the signatures at the same time after answering the questions they had and providing the information they needed to confirm the legitimacy of the stock and the update. After a week and not hearing back, I reached out again. After being on hold for about 20 minutes while "they looked into it," I was told the manager had a question - was I simply updating the TOD or transferring the stock to Fidelity? I mentioned the former, which was the same answer I provided during my initial visit. I was then told someone would get back to me again in a few days. I asked if anyone there actually had the ability to sign a Medallion Gold Signature guarantee and was told yes, the staff could do it, but only after management made a review of the request and directed the staff to sign. It seems the one doing the signing of the guarantee would be the one asking for the information necessary to sign. I've given up and gone to another bank instead, where I obtained the necessary signature. I recently moved to the Woodlands area and was hoping to transfer my Fidelity management services to the location, but the "vibe" given off by the Woodlands location is that its just a bunch of kids staffing the office who don't do anything other than relay information to a corporate office located somewhere else. So, I guess I need to start considering use of investment services at a non-Fidelity location.

I have talked with these people and the out of town location as well . First you get to deal with…read moreall the phone transfers giving each person the same info to identify yourself . I was trying to roll my money from my job into an ira ,The last guy I spoke with was terrible as I have some money there already. I just got tired of his I don't care attitude and told him business must be really good to chase customers off , that was the out of town location. I should not have to spend all that time trying to add another Ira . So I will look Tommorrow and find someone that will help me .