Jim Murphy Andrew and his team are top notch professionals. Andrew is amazingly well-versed in retirement planning, particularly for government civilian employees. He and the team were very thorough and helped us plan not just financially for retirement but also for the inevitable transfer of our assets to our children.
a kohn I want to extend my sincere thanks to Jenny for her exceptional work on my business plan. Not only did she capture my vision with clarity and professionalism, but her strategic guidance played a key role in helping me secure an approved license—the first of its kind. Her attention to detail, industry knowledge, and ability to communicate complex ideas in a straightforward and compelling way made all the difference. I now have a strong, investor-ready plan and a solid foundation to build on. I highly recommend her services to anyone launching or growing a business.
Luci Forrester Greenwise Financial Solutions. They are a great resource to work with so far.. good manners, great explanations. Very thorough. They really want to help you in the best way they can. They aim to please. I am satisfied with their service.
Jake Moore Had a really great experience working with these guys. I dealt with Marco and Jake. I was buying from out of state and needed to ship the car. They could not have been more accommodating and responsive. Definitely recommend!
David Ray In this sometimes volatile market people tend to get nervous. Its nice to have professionals like Josh and Tricia to help calm the waters. Josh keeps me informed and lets me know his doors open anytime if I have questions or concerns. Very calming in times of uncertainty, Edward Jones is just a phone call away.
Lori Lechner I spoke with Jennifer today. She was super friendly and very helpful with my questions, as well as providing me details of my account. I have been working with this company for 13 months and have settled 3 of my accounts at the simplest of ease on my part. We are working on getting account #4 settled and maybe another one added. But, as I said, Jennifer assisted me with ease and made it worth the 20 min hold time! I would recommend this company for anyone trying to get credit card debt settled.
Oleg Chuprino Incredibly helpful staff. All the difficulties that arose with the opening of the account were resolved in a very short time. In other banks, they simply asked me to call the service line and there, after a bunch of verification, they began to solve my problem. Everything about this bank is different. If necessary, they themselves call whom they need, but they solve my problem right at the bank.
