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Square One Investments

3.0 (2 reviews)

Services - Square One Investments

Investment management

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Edward Jones - Rick Karr

Edward Jones

(2 reviews)

Rick Karr, the agent at this location, has been my financial advisor for 10 years now, a fact I…read morerealized with surprise as I started writing this review. For that entire time, I have been very impressed with the level of service from him and his staff. When I first came in, as a college student with modest assets, Rick was great about spending extensive time with me, discussing my financial goals, his investment philosophies, how the market and his office operate, and generally helping me feel confident about investing. In the decade since, he's always been thoroughly friendly, approachable, and professional, answering my questions, providing sound advice, and helping moderate my often naive enthusiasm. He's also been great about helping identify emerging opportunities and keeping a focus on long-term investing. The staff are great also - Thelma and Debbie are friendly and helpful, and they're able to address many of my needs themselves. They also never fail to get me an appointment with Rick within a day. I moved away roughly 6 years ago, but I've never regretted staying with Rick despite being 500 miles distant. Phone appointments go smoothly and office visits are truly friendly whenever I'm in town. Between holiday and birthday cards, the annual client appreciation bash, and the warmth and personal service from Rick and his staff, you'll feel like a fat-cat no matter the size of your nest egg.

I opened an ira at this office but I guess I didn't make the cut. Not long after I opened the…read moreaccount i was transferred to another office without my consent. Now I have to go across town to conduct my business! Everybody in the office acted so nice until then. They're just a bunch of 2 faced liars!

JLT Investment Services

JLT Investment Services

(2 reviews)

JLT and the owner of the house that we live in are so cheap. The carpet in this place is 30 years…read moreold and it will not be replaced. It says on our lease that we have a fireplace and a garbage disposal however they did not fix the fireplace. It's been out of order for many years and the landlord or the owner will not fix it because it's too expensive when there are issues or problems that need to be addressed They do not care. We had a problem with black mold growing in the sink underneath the cabinet in the kitchen and it had traveled under linoleum and when they finally got around to come in out and looking at it and then replacing the floors, they were upset about it, but it was because they had a dishwasher that had been leaking for many many years And did not want to fix it so why do we have to suffer with the smell of black mold, it was hard to get somebody to come out and take care of something that needed to be taken care of as far as replacing lightbulbs we do that as far as fixing little things we do it we don't bother them, but when it's something big like mold Then that's when we have to call JLT. We also have Gas heating and when I asked how long to eat wait before somebody comes out to clean out the vents and their answer is we don't do that. You don't have to do that. That is not true. They don't want to pay for it so just saying do not go through JLT rentals or investment properties.

Sad ending to a great start…read more I rented a home through this company for 1 year. While I had no issues during the majority of my stay, I was disappointed by the unprofessionalism that I encountered when my lease was over and I got my security deposit back in the mail. Or at least, what was left of it. JLT was borderline PREDATORY in docking my security deposit. Our lease (like most do) required JLT/the landlord to cover regular upkeep, wear and tear, and maintenance of the house. However, JLT instead docked all maintenance or upkeep charges out of the security deposit. For example, they charged me to replace lightbulbs (which I had replaced ALL of when I first moved in, without making peep to JLT), to polish off the kitchen after a year of cooking at home, clean the oven, and to do a "rent ready" cleaning of the whole house (news flash: you have to clean and upkeep a house in between renters, welcome to this planet). Before we left, we spackled, swept, wiped down the bathrooms and did anything else a reasonable person would do when leaving a house that was not their own. Nothing was left broken or unfixable, and all that remained was to prepare the house for the next renters (again, standard practice). To add insult to injury I would like to note that when we arrived in the house a year ago, we immediately found mold in the master bathroom, reported it to JLT, never got a response and ended up having to deal with it ourselves. So what, are they gonna charge the previous tenant for mold that is growing in the humid conditions of the pacific northwest!? yeah, definitely not, cause that would be ridiculous! Apparently, JLT is under the impression that a 3 bedroom, two story house does not need any maintenance and should be delivered in rent ready condition at the end of a lease (which is ironic considering the mold in the house upon move in). This is abhorrent behavior that is almost certainly a violation of our lease agreement. We are not slobs, we left the house in good condition- JLT is just THAT type of management company. When I tried to address my concerns with JLT and engage in an adult conversation, I was brushed off and ignored. To date, JLT has not responded to my latest correspondence and I have doubt they will anytime soon. If we were fighting over more money, I would follow up further, almost certainly with an attorney. That's actually likely why they get away with this behavior- it's never worth anyone's time to fight them. Hate to say it after having 98% good experiences with them, but this behavior is unacceptable and I would IMPLORE you not to rent through JLT. They are sloppy, mismanaged, and predatory. Save yourself the headache and go a different direction.

Square One Investments - investing - Updated May 2026

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