Customer service is their number one priority. Every customer is treated as if they were the only…read moreclient the business has. Providing tax preparation, business consulting, financial planning, and accounting to their nationwide clients. The staff is very professional and always willing to help.

I used this company for the sale of my dental practice. A friend used them and referred me to them…read more I wish I had used someone else. When it came time to show the practice to buyers the broker had multiple personal conflicts which delayed the showings and ultimately the sale for months. The broker brought several potential prospects to the office stating they were all screened and were good potential buyers. As it turned out my buyer was not in an immediate position to buy my practice. He hadn't been properly vetted as I had been told. When it came time for the closing, the papers were taken to the bank giving control and ownership of my practice to the buyer with no money paid to me and no promissory note. I was told that the bank would wire the money in 24-48 hours and I should trust them. No one would transfer the title of their house without receiving payment. In my opinion after the financial melt down of 2008, banks are not be trusted. The DBS broker should have protected me better. Account receivables were still hanging out there but my broker stopped talking to me after she received her commission check. I had to engage my lawyer to complete the sale. I started a year in advance getting the necessary documents together so that by January of 2017 the practice would be sold. Instead it is the end of March and I am still dealing with it. I would not recommend this company for selling a dental practice. Even after writing this review the company did nothing to make my experience better. Run don't walk away from them.

It is not that well run. They live to reorder transactions and tack in fees. Believing lies about…read moresomeone and then treating them suspiciously and like shit should not be done in a banking situation. Last I spoke with my mom, (yes, it was over an elderly parent I was trying to help, but was being accused of taking advantage instead)they figured out the source of the lies, and that they were lies. But that's ok, I'm out if there and better for it!

World class credit Union the best I ever belonged to, I've been to a number a different credit…read moreunions and Banks they're the best I could find.

Have you ever felt that you didn't make enough money to receive good help from a financial advisor?…read more Or, that your needs weren't being met? Or, that you waited on hold too long to reach a person who wasn't familiar with you and your goals? Just because I'm not as fortunate as others to make a 6-figure salary doesn't mean that I'm not interested in planning for my future/retirement. Well, after YEARS of being in these situations with numerous different companies and financial advisors, I found Nick (as a referral by a relative in 2013). Nick does want to help you with your goals, does listen to your needs, and is much easier to reach on the phone (during business hours, of course). I always feel that it is the PERSON who has the skills to maintain good relationships regardless of which company they are employed. So, I feel that Edward Jones is fortunate to have someone like Nick working for them. After finding Nick, it was a HUGE relief off my shoulders, knowing that there was someone who could actually do for me what I been needing for the past 10 +/- years, and not have to feel that the "other shoe is going to fall". And, let's not forget Mary Kay, Nick's amazing office administrator. She is a very valuable asset to Nick and myself in so many ways. If I never have to look for another financial advisor as long as I live, then I'll be grateful.

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.