Edward Jones - Financial Advisor: Dick Stevens, AAMS® - McKinney (TX)

UofH Cougar Retirement account fees have gone up since 2013, and the financial advisor conveniently failed to alert me to this - I had to discover it on my own. Their high retirement account management fees can add up to tens of thousands of dollars (or more) in loss of future growth if you dont plan to retire for many years. Also, anytime you have a managed account, those funds are invested in Bank of America & Merrill lynch related holdings like Blackrock instead of elsewhere where they could possibly have more growth. Do your homework and check the fees they are charging.

anthony falconetti I have enjoyed working with Michael Gaona and the rest of the NewBraunfels team over the past few yrs..and look forward to continuing my relationship with Teamwork! Wishing all happy holidays! Tom Anger

Carlos Castaneda Niko was very clear and concise on explaining the financial plan. All my questions were answered that I had and felt very comfortable with the plan that was pit in place for my retirement

Kathryn Haarmann Great way to plan big financial decisions. Tons of experience in insurance, investing, retirement planning, and college funds. Several of my friends use them and are doing well for retirement. Wonderful to work with, they really want to help your life more so than make a profit off of your money. They care about where you see your life and your goals for your money.

Doug Soell Top notch customer service. All their staff go above and beyond to help you at all times. Everyone always has a friendly and warm smile. Jeremy is meticulous to detail and takes great care of you. I have been with them several years and their great service has never wavered.