The Bridge of Compassion - Marshall (TX)

Peter Maxwell Chad has been working with me for nearly two years now. He worked very hard to convince me to move some of my investments over to Edward Jones. I was ultimately so impressed with the service Chad and his colleagues provide and with Edward Jones offerings, that I have moved all my investments over to them. Chad is very knowledgeable, patient and always available to discuss and advise. I highly recommend you try Edward Jones and particularly this office.

Preston Harris I haven’t had an account here for more than 15 mins and I’m already more pleased than chase has made me. The lady’s in the bank are gems and very friendly. Much more comfortable experience than any other bank I’ve been too. They got me set up with an account in less than 20 mins with a card ready for me to use. After not having a debit card for a month and a half due to Chases inability to send me a new one after multiple visits with them, this was such a relief. 10/10 would recommend to everyone.

Julie McDonough My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning.

Kayla Mosley Stephanie waisted no time contacting me after submitting an online application. She was very thorough throughout the process and kind. I left with what I came for because she went above and beyond. Definitely Recommend!!!