5 /5 Mark Ebben: Excellent PERSONAL financial planning!
5 /5 Patrick Crowley: Wendy, Melissa and the team are great! Very personable and I believe fully committed to your financial success. Highly recommend!
5 /5 K Rich: Excellent ! Great personal one on one financial planners. Couldn’t ask for better and intelligent people!!
Twin Twin This company isn’t about the right and they know it that’s why they don’t reply to these reviews. I’m very surprised they are even still in business. I’m speaking with a lawyer because they will continue to keep to keep doing clients wrong.
Jack Plants My wife and I have depended on Brandon to help us navigate the intricacies of the Medicare minefield. Brandon walked us through the various options in Supplemental and Advantage plans and got us signed up for the best plan covering the medications that we take. Brandon did all the heavy lifting we have been very pleased with ongoing support and yearly review. Highly recommended.
Erik Sheedlo Ryan is a great financial advisor. He is my parents advisor and now I am working with him as well! Edwards Jones is consistently a great financial firm and will not hesitate in recommending them and Ryan Decook!
C. Thompson Took a big hit. Lost 15% in Rubino-managed investment account after over two years. Very disappointing, especially considering how the market is doing.
