Ed Guanill at Guanill Wealth Management has been handling my investments for the past 4 years. Ed…read moreis very professional, knowledgeable, and very responsive. He's done an excellent job of keeping my money safe during this volatile market, and is always looking out for my best interest. I highly recommend this company to everyone!

If you are looking for someone down to Earth and straightforward to help you make sense of your…read moreretirement, Guanill Wealth Management is your best option. Ed assessed my situation and helped me plot a way forward in a way that made sense TO ME! Trusting my money to Guanill Wealth Management was the best choice I have made in a long time!

David Laut and Team are fantastic! He always looks out for me and my tolerance for risk. He takes a…read morepersonal interest in his client's well being and keeps me regularly updated especially when world changes are happening and the market is going in different directions. He listens to my needs, concerns and financial goals and offers sound advice and recommendations. I will be able to have a healthy retirement and I can't thank David and his office staff for their help and guidance. I highly recommend you talk with David about your financial needs and goals - he's not about buying and selling- he's about getting his clients to success.

I have worked with David for over three years. He goes above and beyond for his clients, with…read moreinformation and teaching and his vast knowledge of the industry and his desire to serve his clients on a high level cannot be beat. I came to David with a retirement account I had been building for years without any help, he made adjustments, and recommendations and has made us a good amount of money in a short time, that could not have been achieved elsewhere. I highly recommend David to all our friends and family and look forward to working with him for years to come!

Deron is great at sound advice and long term excellent service. I've been entrusting him with my…read moreretirement funds, life insurance, and SEP IRA for over 15 years, and his advice has always out-performed the standard. He manages my entire portfolio, including college fund for my daughter, and a recent REIT purchase. Plus I can always trust him to tell me the max I can put in at any one time, and at the same time, how I can access my money if I need it. Very honest and never pushy. I will trust him with anything.

After finishing college and starting my career I needed to begin planning my financial future…read more After asking around, I was referred to Blueprint. Garrett helped me find a plan that specifically fit my needs, (not what he would make most money off of). What I liked most was how honest and knowledgeable he was. He also layed out ALL my options, clearly, and together we decided on a plan that would best suit my longterm goals. Though I am not a large account for them, they definitely treat me as if I am! We set up a life insurance policy, investments, and retirement plan. I am extremely happy I went to them, and will DEFINITELY be recommending Blueprint to coworkers, family, and friends.

I can't recommend Folsom Wealth Advisors enough! From our very first meeting, Heather made me feel…read morecompletely at ease with her genuine care and sincere desire to help. She's incredibly personable and takes the time to really understand your goals, values, and unique situation. She built a customized financial plan that fits our family's needs, and it's clear she's deeply committed to helping her clients succeed. I spent months trying to find the right fit for our financial planning needs, and I'm so glad we found Heather. One of Folsom Wealth Advisors' specialties is working with busy professionals who are raising young children. Her services are designed to meet the unique challenges we face, from managing competing priorities to planning for the future. She simplifies the process, offers guidance without pressure, and helps us make confident, informed decisions. She's incredibly responsive, thoughtful, and always makes time for our questions, big or small. It has been one year since Heather started helping us, and her services have absolutely been worth it. She's saved us a significant amount of money--especially during this tough economy--and we continue to see high value in her guidance and support. Working with her has been one of the best decisions we've made for our family's financial future.

I have known Kevin for years, that is one reason I switched to Edward Jones when he opened this…read morelocation. Kevin is extremely driven and motivated to make our money work for us as best as possible. I rolled over my 401k to Edward Jones when I was laid off due to COVID and have been extremely happy with the results. The individualized service was a huge selling point for us as well. Sitting down and going over our financial plan really has put me and my husband at ease about our future financial security. I also know if we have any concerns, Kevin is only a phone call away to answer our questions and change course as needed. I highly recommend Kevin to anyone! whether you want to start saving for retirement or even looking to retire, Kevin can customize his services to you! (my in-laws now switched to Kevin as well!)

My Husband and I came to Ben Bolton's Office at Edward Jones because of a recommendation from a…read morecoworker. I emailed back and forth with Susan at his office who easily scheduled my Husband and I some time to meet with Ben that easily fit in with our schedule. Upon arriving at the office we immediately felt welcomed by Susan and their nice reception area. A few minutes later we met with Ben who answered all our questions about investing with ease, and made us feel confident in his abilities. My Husband and I don't have money by any stretch of the imagination, but Ben made us feel just as important as if we did. I had never invested in anything before (my parents are very old school so that's how I grew up to think about money) but Ben made me very comfortable and confident in his abilities with investments and predicting the market, as well as with Edward Jones as a company. I definitely left with a lot more knowledge than when I came in! I will keep coming back to Ben Bolton's office and recommend him to any friends or family who are interested in investments, retirement funds, savings, etc. Thanks Ben and Susan!

Ben is a great business advisor for the person who is not very business/investment savy. He can be…read morevery hands on, help you learn how to put together a retirement plan and if you want to begin to do your own investing, help you learn about it. Edward Jones is a strong company. Worth 5 stars every day.

Grant and his team are a fabulous resource for your investments and money management. Professional,…read moreknowledgeable, trustworthy, efficient, and kind. When my husband passed unexpectedly, I was at a loss on how to handle my money and Grant has been a guiding light through very chaotic times. His advice has been invaluable and importantly, my investments have been growing. I highly recommend his firm.

From the day I met Garrett, I could tell he was the right person to trust with my finances and…read moreplanning for the future. He's easy to talk to, easy to trust, and you can tell he genuinely has your best interest in mind with every suggestion he makes. Garrett is extremely professional, knowledgeable, and absolutely worth meeting with if you have any questions about your finances or planning for the future. And, of course, the best part: he makes you money! Couldn't recommend him more.

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!