5 /5 Michelle Perry: Weve been working with Lucas Coffey of Edward Jones in College Station for several months now, and it has been a great experience. Lucas is good at asking questions, because I dont always have the vocabulary to tell him exactly what I want. He asked good questions, and then listened to what my goals were. Not only financial goals, but also just life goals in general. He then made some suggestions on where to put our money. For us, he created a short term plan (that has had a good return), and also a long term plan. The best part is he called and followed up to see if we were ready to implement the long-term yet (I had forgotten). He is also working with our child to create a portfolio for his future as well.
