Edward Jones - Financial Advisor: Dan Cicu - Lake Stevens (WA)

5 /5 Ben Praetorian: I have been a client of Edward Jones for 18 + years. Dan Cicu is the first financial advisor (FA) that has gone the extra mile for me. He listens and formulates strategies to help me obtain my financial goals for my family. I was going to take my business to a competitor due to my frustration with Edward Jones. Dan was able to restore my trust in Edward Jones and it is solely because of Dans hard work to help me to fully understand my investments and how to improve them that gave me the reason to give Edward Jones a second chance. If youre looking for an FA that has your interests and not Edward Jones interests, first, Dan is the person to form a relationship with. Dan will work hard for you and keep you in the loop as much as you want to be involved. Dan is the type of FA that will help you because if his integrity and honesty working for his clients.

5 /5 Williams Kevin (Licensed Insurance Agent): I have been working with Dan Cicu for several months now and actually he is working with my daughter also. The first thing that I realized about Dan is that he really cares about each individual he works with. He takes your personal financial needs and makes your portfolio strong so that it will continue to grow and be there for you when you need it. I have never worked with a financial advisor who honestly cares about the people he works with and if you will commit to his process and direction he will make your money grow and be as secure as it can be. Dan has taken the very little money that I had for retirement and has created a plan so that there will be something available for my wife and I for our retirement. Dan has become a great friend and a financial mentor to me and I can not think him enough for that. Kevin Williams

5 /5 Rita Tuthill: Dan is a great guy, very focused, personal and a good listener as he tries his best to guide my husband and I to make the right choices on our path towards retirement. We never feel rushed in his meetings as we try to understand the financial workings and tools he presents to us. He is very patient, kind, diligent, energetic and doesn’t mind repeating things we don’t quite understand to educate us further and makes us feel better. He is prompt to return phone calls, always pleasant, stays connected and very nice to work with. We appreciate him very much.

5 /5 Sherwin Afable: Dan Cicu is a role model financial advisor. Even though I was still in college and had no income to save for retirement or investments, Dan took the time to sit down with me and teach me the basics of saving money and investing. Although Dans livelihood involves talks of money, I never once felt judged for the amount of money I had, or rather didnt have, and never felt pushed to do something with my money that I wasnt comfortable with. Talking with Dan helped me to clarify my financial priorities when I only had vague ideas of what I wanted for myself in the future. You can tell that hes concerned for the entire wellbeing of his clients, not just their financial health. Although my current circumstances no longer necessitates the use of a financial advisor, working with Dan has had a tremendous impact on my financial journey and I can confidently recommend him to friends or family looking for a financial advisor.

5 /5 shaun burke: Dan is on the ball, so to speak. I called another office and didn’t hear back until well into the next day. I called Dan after hours and just by chance he picked up the phone and we were able to talk. I met with him shortly after to get everything setup and get a game plan. He is, a great guy, very knowledgeable and I would highly recommend him. I am impressed.