i didn't get a chance to talk to Carol, i think it was an office manager…read more i wanted to make an appointment to get some advice, but i didn't make it as their type of client.

Carol is amazing. Sometimes I feel as though I'm her only client. Between her and Mishan, her…read moreoffice manager, they keep me and my goals on track!

This adviser left without notice to go to another company. Third adviser I've had in less than four…read moreyears. The securities they have available are limited and their fees are higher than average. I switched to Schwab and I can invest in anything, plus fees are lower.

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.

Registered for a Medicare informational meeting. Confirmed, and reconfirmed my registration…read more Arrived a couple mins (6) late because of a traffic emergency we were stuck behind. Couldn't utilize the child care we had set up and because of being new to the area, I don't have back ups. Both my children have ADA recognized disabilities and were doing excellent playing quietly with the new toys we had brought to distract them...the meeting was proceeding and I began taking notes when we were told to leave. It was made quiet clear that Linda and her partner DISCRIMINATE AGAINST CHILDREN. Thee company states: "We are a family of community-based insurance advisors dedicated to providing you peace of mind, clarity and stability for years on end" Linda clearly does not agree

Linda goes above an beyond in helping navigate through the complexity of Medicare !…read morevery impressive knowledge base

Focuses on the person or oeooshe is working with. Helps guide you through the ever evolving…read moreregulations and also helps you make sound financial decisions

In dealing with this entity regarding a Living Trust, I found it far more difficult to interact…read morewhen one is out of state. I've dealt with several financial institutions and while they are detailed and competent? I believe they are s l o w to some degree. It seems their "mother" office is located out of Florida and this may be the root issue, I'm not sure. They were sufficient, but not the BEST I have dealt with to date in general service.