Jeff Hoogland Im grateful Jacob got me thinking about retirement planning when I otherwise wouldnt have, which is why Ive leaving 2 stars instead of 1. That being said his financial advice typically amounted to "give me as much money as you possibly can" without ever really helping us set clear goals.
During the little less than a decade I had my money here it performed worse than it would have in a market wide ETF. This combined with Edward Jones higher than typical fee structure is why I ended up moving my money elsewhere.
Clint Marquis Chad has always answered any questions I have had and done so in a timely manner. When I first found out he was my agent he contacted me to go over all my coverages and make sure they were what I needed.
Alen Jepson They are a solid wholistic retirement fiduciary advisers including investments, asset planning, tax planning, SS planning, estate planning, and insurance advise. Not just an investment adviser.
Melissa Applebee The ladies at Tower Loan are efficient, helpful and kind. They have gotten me through some dark financial times. I appreciate them and Tower Loan.
