Jenifer is amazing! I've met with her twice (over the phone due to Covid) to get a financial…read morestrategy set up to best prepare future. She is timely, empathetic, relatable, and most importantly, knowledgeable. I'm excited to get my retirement plans in order and be on a good path thanks to Jenifer's help!

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 have used LSWG for years. They are extremely knowledgeable about taxes and small business…read moreventures. I am happy to have them in my community.

The CPA I hired had limited knowledge and was not able to provide me direct answers to most of my…read morequestions regarding my Roth IRA. Also, the CPA made a mistake on my taxes by not including two stocks I had sold. If I hadn't caught the mistake myself, it would have cost me a few hundred dollars. When I pointed out the mistake, the CPA kind of blew it off and said "I didn't notice the information for the stocks". When I called the firm to complain about the poor service I received, my complaint was handled in an unprofessional manner. Overall, I feel like I wasted my money and didn't receive any value.

I would warn all investors to avoid this company. They are quick to take your money but after that…read morethey are totally non responsive. They ignore their clients and do not provide timely feedback. I have been trying to close my IRA account there since June 2021. So far they refuse to close the account. Further they have been charging $350 a year. They claim this is a fee to help them "keep the lights on." Do not consider doing business here as in my experience you will deeply regret it.

they have held my money for 3 months. refuse to release it. very rude. avoid doing business with…read morethis company

It is a rarity that I need to do banking at a bank or ATM anymore. However, I found myself in need…read moreof depositing a check while en route to a destination. I was on my way back home and looking for a bank that would allow me to deposit via drive up ATM. I was a little over halfway home and after stopping for fuel noticed this branch across the street. Access to this branch is from the side street and not the main road running through this area. What could have been a quick stop doesn't really turn into that because of the traffic signal at the intersection. Finally in the lot I pulled up to the ATM, insert card, few taps of a button and I was ready to insert check. The machine took a moment to process the transaction, but it went through. Good enough place to do your drive thru banking if need be.

Unhelpful. Even with investments in this bank, unable or…read moreunwilling to notarize documents for a long-standing customer.

I have been a client of this office for a little more than seven years. Longer than I have been a…read moreYelper. In the beginning of my experience with Dario he was very engaged with helping me reach my financial goals. We would meet quarterly or more to discuss and evaluate my finances and then reassess my goals to see what to do next. I started working with this office with only $1000. I am very glad I started and do not regret it at all. However, for the last two years, my adviser has seemed to have grown and become very successful. Which is great, but I have lost substantial time to work with him besides a 3 minute phone conversation where he is attempting to appease me with BS. He told me that now new clients need a minimum of $500k to have him help with his finances. I'm not sure if he was kidding but I do know that he was so busy he took on a partner and moved my accounts to him. WITHOUT asking me how I felt about it. In addition. I do like his new partner but I am uncomfortable working with him because every thing he has assisted me with has been a nightmare. Anyways, I am moving to another adviser at a different institution. Somewhere that will keep me growing and not just put my business with them on the back burner. If you want to help, help, see it through. Consulting is an ongoing process.... not just till you find clients with more money

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.