Edward Jones - Financial Advisor: Ann B Barham - Boerne (TX)

John Gottula We invested with Dave Miller for years. He stewarded the retirement accounts well, growing the assets above market, and created a plan that allowed an earlier retirement than expected. On a personal level, hes a nice guy, super honest, easy to work with and never talks down. Highly recommend.

Gladys Ramirez My mother has been a coustumer of Texas Farm Bureau Insurance for a few years and has been very pleased with your service. My Husband and I just recently wiched too. I just cant thank you guys enough for all that you have done for our family .. Thanks you Emily Montgomery and all the lovely crew you have in your Burnet Office. Im proud to say our family is part of Texas Farm Bureau Insurance in Burnet Tx.

Sharon Dumas Dean Jacobson has handled our investment portfolio since 2012 & we’ve been grateful for the service we’ve received & plan to continue to trust them with our financial planning.

Enrique Chavira Excellent

Librado Sowell Benjamin is a great financial advisor who is exceptionally well-qualified and brings a rare combination of expertise, integrity, and strategic insight to every client relationship. With a strong academic background in finance and years of hands-on experience navigating complex markets, they have a proven track record of helping clients grow and protect their wealth. Whether it’s retirement planning, investment management, or tax-efficient strategies, they approach each financial situation with precision and care. Their ability to simplify complex financial concepts and tailor solutions to individual goals makes them a trusted partner for anyone looking to secure their financial future. Simply put, they are equipped to handle anyone’s money with confidence and skill.

gregory sabo The total experience was awesome at times it got a lot for an old dude but they kept me on course and we got through it and Im in my new home. Give Bobby and his team a try. Hell do his best to help you out and again, thanks all very much