Edward Jones - Financial Advisor: Ruben W Hope IV - Richmond (TX)

Terry Hurst Nancy and I have been with John and his father for over 30 years. I wouldn’t trust anyone else with our retirement investments.

Stephany Holman Very nice staff, always willing to work with you. Nice atmosphere

MBD1972 I Went in Friday afternoon to figure out how to use the banking app, I met a new face. A young lady named Kali helped me, she was phenomenal. Glad to see the bank is going back to the way it used to be.

K Lewis Registered and funded an account online since there isnt a branch in my state. Truist closed the account two days later. Contacted customer service to find out why and was told I needed to visit a branch to provide identification. I again explained Im no where near a branch and asked if there was an alternate method to verify ID. To send via email, document upload, etc. The representative stated no, the only way to verify identification is at a branch. When I asked about my funds in the account, she said she didnt see any money. I corrected her immediately and told her "SunTrust" debited the funds because its on my bank statement. Trust purchased SunTrust and clearly hasnt updated the name but the money left my account. Navy Federal also confirmed Truist withdrew the funds. Trust continued to say they didnt receive any funds and they couldnt reopen the accounts. So I filed a fraud dispute with Navy Federal against Truist.

Kevin Eubanks - Birdcreek Roofing I highly recommend Matthew Boudreaux at Calibrate Wealth Partners. His dedication to client success and wealth of experience make him a standout professional in his industry. If you’re looking for a financial advisor who is trustworthy, knowledgeable, and experienced, Matthew is your guy. He’ll take the time to understand your unique financial goals and tailor a comprehensive strategy to help you achieve them. Give him a call today to schedule an introductory meeting to discuss your specific needs and investment goals.

Mike Samsill Very efficient process, everyone works together, organized and professional