PNC Bank - Texas City (TX)

Collin E David Goldmeyer at Edward Jones is an exceptional financial advisor. His expertise, professionalism, and commitment to his clients set him apart. With Davids guidance, Ive experienced financial growth and peace of mind. He takes the time to understand individual goals and tailors strategies accordingly. A five-star review is a testament to his unwavering dedication to helping clients secure their financial future.

K Campbell Phil was so patient with my incessant questions about setting up a trust and even explained things in a manner in which even I could understand! Setting this up for us haven given my husband and I such a sense of peace i.e. having things in order! I highly recommend!

michal cox Found out at last minute that I needed to get my folks tax returns done and then had to find a CPA to do them! Well, look no further! Jeff to the rescue! Lol Taxes got filed and even had a refund! Everyone in the office was very professional yet personable and put me at ease. They did a great job and at a very fair cost! So happy that my folks now have a great CPA! Even though I dont live in Texas any more, I might have to switch cpas!

Karl Schofield Very helpful & caring people in New Braunfels office! All have been very pleasant and I worked with Grace and it could not have been nicer. This office has always been great and I’d recommend them every day of the year.

Sam Rico The customer service Zyelo provided was World Class! She greeted me, made me feel welcomed and very attentive! Keep it up.

Martin Towey We had another advisor for over 10 years suddenly up and quit on us. The firm he was with never even told us, and were unapologetic, when we finally found out from a missed meeting that no one was servicing our accounts in the meantime. We interviewed multiple firms and were surprised how many bad firms there are out there. Unprofessional, uncaring, and frankly uninformed, all they wanted to do was talk about themselves. After speaking with Edelman Financial Engines we were optimistic and ended up with Mr. Chase G. and he/they have been nothing short of excellent since. Despite a couple of stumbling blocks with the transferring of funds between old and new Chase has been professional, knowledgeable, understanding, and apologetic. He quickly took the reins and has since taken over both mine, and my mothers, financial planning with the personal attention youd give to your own. Very inquisitive and mindful he has taken the time to truly ingest our needs and then find the tools to address them. Fantastic personal touch I feel more like Im his brother than a client, I cant recommend Chase G. enough.

Arnold Javan “Rawl” The do have free overnight parking the staff is nice & a good selection of things

eric carver I used them for a friend when he was in a tough situation and they helped him out with a affordable payment plan. Great people to work with half know them for years. Also bond you out in a timely manner since they are actually from Kaufman.