We have been investing our retirement accounts with Oak Partners for around six years & are happy…read morewith them & especially their team approach & the fact that you will never get a recorded message during business hours. You will get A REAL PERSON. If the person you would like to talk with is unavailable most always you can speak with another person on the team. We are on Marc Ruiz team. He writes for the local newspapers too. I think the neg review is sour grapes due to market changes or did not or cannot READ the prospectus for different investment vehicles. Joe & Jackie Thiel

From the owner: Oak Partners, Inc. wealth and retirement planning has been the Regions Partner in Retirement for…read moreover 25 years. Oak's team includes 18 registered Financial Advisors and an incredible support staff of 20. Oak supports the team approach and believes in keeping their clients educated and informed. The relationship makes the difference.

very disappointed in my IRA. They have had $7000 for two years and have not made a dime, but took…read moretheir fees out anyway. I left with a less $6700 and had someone else invest it and made over $3000. Do not recommend.

Larry Gulotta has been our financial guru for 30+ years and has been a even keel in the water…read moreinvestment advisor. We started with him with A.G. Edwards and have stayed with him in the move to Stifel Nicolaus. His advice has made retirement income a reality.

My husband and I met with Colin to review our portfolio and make sure we were on track for…read moreretirement. His knowledge and expertise were invaluable, and the process was both reassuring and informative. I would highly recommend his services to anyone interested in preparing for the future.

My husband and I needed financial counseling as we prepare for retirement. We knew we didn't want…read moresomeone seeking to sell us products, so we wanted a fully independent source. In under 6 months, Colin's plan has put us on a very comfortable path. With his guidance, we paid off debt, reallocated funds, and developed a more-than-adequate retirement budget. His insights were incredibly helpful and his step-by-step plan was easy to follow. In addition, Colin treated us with professionalism and compassion as well as humor. 10/10 HIGHLY RECOMMEND!

Peter is awesome, and I have recommended him to my family and friends. His recommendations are…read moresound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)

I think trustworthy and very responsive. I decided to discontinue after a year or so mainly because…read moreI couldn't view any changes/fluctuations online. Biggest factor in leaving was no communication on how funds were doing. Are they doing better, worse or the same as a non actively managed account? I never knew! The only regular updates I received were bills. In order to know any changes in your account you have to send an email and request specifically what you want. No regular, periodic emails sent showing status. Nope, just the bill. So I wish I could tell you if it was a benefit or not to have an actively managed account but I know less now on than I did previously. So overall kinda disappointing. I guess I assumed I would receive information on how my account was doing & hopefully better to justify the fee, but that just never happened. Nice and trustworthy guy but knowing how the account is doing is more important to me than having a 'nice guy' in my contact list. I'm honestly a bit bummed. The quest continues!

I'm so pleased with Adam Robertson at this Munster, Indiana location, I had to post a very positive…read morereview of my personal experience. I felt very comfortable coming in and speaking with Adam about my needs and expectations. I'm extremely happy with my investment portfolio returns and feel confident and safe at Edward Jones. Give Adam a call, I'm sure you will find him to be a hidden asset and very knowledgeable young man. You can trust Adam!

I have worked with Patricia for over 20 years, honest and trustworthy! FANTASTIC customer service!…read more A+! I rolled all of my pension and 401k over to Ameriprise and my e-trade acct. with Patricia and her team to manage. I am SOOO happy I did that! I was so tired of being a number at Fidelity and waiting on a phone que. She answers my calls immediately. Patricia meets with me 3-4 times per year and contacts me with market information specific to me. She reaches out to ME to schedule appointments and have investment reviews. Now she does "screen sharing", WOW that is really amazing! I receive Personal service that is better than anyone I have used before. I am very confident that because I work with a professional advisor, that I have done much better, than if I had to do all of this stuff myself. I would highly recommend.

I've been a client of Edward Jones for 8 years. My account has been under Dawn M. Fultz for the…read morelast 3 years. I recently received a letter in the mail from Dawn M. Fultz, claiming she was "too busy" to service my account, and sent me off to an unknown broker without my knowledge. I would not recommend using her to anyone else, unless you don't mind waking up one morning and not knowing who manages your 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.

For a black owned business , the customer service is amazing. I was always leery about credit…read morecompanies but they made me feel like my transaction meant a lot to them and that they really cared about me. My credit score went from 542 to a 713 in like two months.

From the owner: Creating a new business and don't know where to start? Established business that needs business…read morecredit? Personal credit issues? We have every solution!