Edward Jones - Financial Advisor: Joe Altebaumer Jr - Stephenville (TX)

RLynn Parker Years ago no was told “don’t look at the deal, look into the person”. Words of wisdom! Caleb is a person with extremely high standards, exemplary character qualities, and exceptional moral integrity. Because that is how he lives personally and professionally, his knowledge and customer service skills combined are why I only trust Caleb (and God) with my portfolio! He is the BEST! Thank you Caleb for providing solid wisdom and advice for my individual situation.

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.

Leah Miller The staff were all extremely nice and Mona had lots of great information around my business account. I love them so far and am very happy with my choice to go to them.

Mia Garcia Rosa was Very kind and understanding, and was able to get me approved for more than i originally expected. Very professional, 10/10!

J Rize Very personable. Knows a lot with tons of experience. Great guy

Kayla Oelhafen 4U has excellent customer service. A great hometown bank who knows you by name!