At Edward Jones, we believe in doing business face to face. We want to get to know your unique financial objectives so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or just acquire extra income to meet monthly expenses, you can expect personalized service and information on investing in quality investments for the long-term. …
I'm simple, all I want in a financial advisor is to be able to get a hold of them when I have questions and for them to keep my money safe. Wil has been a wonderful advisor and I recommend him to everyone.
Recently moved my account here from another firm. Easy transition, he took care of all paperwork. I never had to contact the firm I was leaving. Has done a great job so far and he's been available to answer questions about the election, fiscal cliff, etc. Very intelligent and good at explaining how it relates to my situation. This wasn't something I had with the previous firm I was with. A++
Great guy. I own a business and we set up my companies 401k plan here. I saved a ton on taxes and upgraded our life insurance policies.
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