Edward Jones - Financial Advisor: Troy A Halfmann - Seguin (TX)

Brian I started working with Scott in my late 30s. I was self managing my portfolio, but it was time to get real and allow a Pro to take me to the next level. I didnt come in with a lot because I wanted to see what he could do. Scott handled my account as if it was a 1M dollar account although it wasnt anywhere close. He earned my trust so I moved 100% of all my investments into his care. We have worked together for over 5 years now and my portfolio is in excellent position to retire on-time and possibly early. Scott knows his stuff, and isnt scared to say I dont know, but Ill find out! I had some unique challenges which he solved. Id recommend this guy to any young guy ready to get serious, or an already diverse portfolio individual. He has a can-do attitude and he will take your portfolio far if you trust and listen to him as I do.

Zachary Clark Megan and Kimberly did an outstanding job providing all the necessary information to help me build my credit. They were both incredibly pleasant to work with and carried themselves with a high level of professionalism. From the moment I walked in, I felt welcomed and valued. They truly make you feel like your needs matter just as much as their own. Highly recommend!

Kimberly Harville I was dreading filing my 2024 taxes because I was certain I was going to owe. I spoke with a few different tax professionals, but none of them gave me much confidence, until I connected with Saige. She took the time to understand my situation, and for the first time, I felt like I was in good hands. Not only did I end up not owing, but she even got me a small refund back. And she did it the right way, no shady shortcuts that risk triggering audits down the line. On top of that, she helped me sort out a previous tax issue where I owed over $12,000 due to circumstances outside of my control. She made a stressful situation feel manageable and took care of everything with professionalism and care. Highly recommend Saige for any and all tax needs. She’s knowledgeable, thorough, and genuinely cares about helping her clients.

Jeff R Ive been working with Josh for a little over two years now and I have to admit I am very happy with him. He is knowledgeable and always willing to take time to explain what Edward Jones is doing with my retirement and investments. Hes patient and always helpful. I highly recommend him to anyone looking to have someone help them with their retirement and invest their money toward the future. My thanks goes out to him for all his time, patience and help.

Will Sinclair This review is for Danielle Fifer our mortgage loan specialist. When we decided to buy a home we found Danielle to be extraordinarily helpful throughout the mortgage process. Our case was difficult to say the least and Danielle worked with tenacity and professionalism in order to help us realize our dream of home ownership. She was diligent, patient, honest, and easy to get in touch with when we had questions. Her work helped us secure our wonderful home and I hope she can help you do the same.