Great guy, happy to have him handling my retirement goals now. He is a "must meet" personread more

From the owner: ✯ Financial Advisor ✯ US Army Veteran ✯ TSP Options ✯ Retirement ✯ Early Retirement ✯Specializing…read morein Federal and State Employees/Retirees 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. Also available by appointments outside of business hours.

Have been coming here to do my taxes for a few years now. Best pricing around. Considering getting…read moresome other financial services through this company to experience other areas of expertise they offer.

From the owner: Financial Planner, Financial Consultant,…read more Tax Preparation, Tax Preparation Service, Investment Service, Retirement, Medicare

I have accounts at Schwab and 2 other investment firms. Each of them have slight differences in…read morewhat they offer and how customers interaction works; Schwab has some features I like better than their competitors, but because I deal mostly online, I don't speak to a local advisor often. When I do need to make a trade through an advisor, I have always found the representatives I talk to are very helpful.

Normally, when I "talk to Chuck" it's through the interweb or over the phone. Chuck is really good…read moreabout picking up the phone. He won't send you to voice mail or text you back because it's too loud in the sports bar. So anywayz, recently I needed to "talk to Chuck" in person. I had some business and dealings and tasks to complete. Chuck hangs out on Lasalle, but don't get all "ohhhh that's right near McLadden's and that bar bottlenecks like no other... EWWW" because it might as well be worlds away. I recommend Chuck.

Asset Strategies' leader, Alan Rothstein, has been my financial advisor for over ten years now…read more During the financial crisis they safely guided my portfolio out of the Stock Market during record highs, and then back in when the markets quieted. This allowed me to sell at the high and reinvest at the lows! Portfolio has had significant returns during turbulent and non-turbulent times, w easy access to their expertise at all times. Their knowledge of taxes, management level knowledge of numerous funds' management, the markets, and investment psychology has been an integral part of my family's financial success. I've referred a number of friends to them w similar positive results... Personal service, the confidence of fee only services, and access to both legal and tax expertise, make this a winning combination.

We've been with Springboard for over 12 years now and are very pleased with our outcomes and…read morerelationship with Charles and Rebecca. When we first started with Springboard I remember Charles words so well in that they would certainly be helpful initially as we continued to save for retirement, but the true benefit would be once we did retire, how best to manage our funds and income during our retirement years. Now finding better words could not have been spoken.

Charles was very nice and eager to help me answer questions over the phone regarding financial…read moredistributions of a retirement fund. I will definitely be reaching out to them again once things settle and I'm ready to invest.