Edward Jones - Financial Advisor: Daniel Bosarge - Rome (GA)

5 /5 Deana Calvert: For years I was flying blind without a financial purpose and plan. I was paying way too much in taxes and no plan for retirement. My family had always invested in Real Estate but I was tired of needing big chunks of cash needed for Real Estate purchases. Enter Daniel - I kept running into him everywhere in town. Turns out he is deeply rooted in the local community and charity organizations – I started asking around and everyone had nothing but great things to say about him. He has solved all of our financial problems, and we now have a great plan. He works very closely with my CPA to keep us financially on track and is really good with explaining what I am investing in and what amount of risk I am taking. There is no one else I would trust with my money. We Highly recommend Daniel for all your financial advisor needs.

5 /5 Robert Gillespie: Daniel has been a great advisor who has become a good friend. He is very thoughtful of our comfort and goals, extremely trustworthy and takes the time to help us with a high-level understanding of the market. Even though we have recently moved to a different state, we would NEVER trust anyone else with our finances.

5 /5 J Good: Daniel is excellent to work with! He really listens to you and thinks through the best options for your situation. He then explains things in a way anyone can understand and gives you the ability to make your own decision. He is also there every step of the way to make sure things are done right. You couldn’t ask for a better financial advisor.

5 /5 JJ johnson: Daniel is dedicated passionate thorough, detailed, in everything he does. I am so grateful to have him look over essentially our livelihood. Thank you Daniel for all that you do for me and my family.

5 /5 Cameron Bottger: Working with Daniel has been a great experience. He is knowledgeable and professional and always lets the client have the last say on what works best for them. I would encourage anyone interested in retirement planning or investing to have a conversation with him.