Edward Jones 4+

Edward Jones is by far the best financial planning firm that my husband and I have ever been associated with for all our financial needs. Even though our son is our financial advisor, we have been so impressed with how he has handled our financial affairs. He always keeps us informed about our stocks, mutual funds, and everything that we need to do to prepare ourselves for retirement this year. If all of your financial advisors are as good as our son, then you have a top notch financial institution. Brandon DuBose has proven himself to be the perfect financial advisor for our family. We have earned much money through Brandon’s expertise with our investments. If we can trust our son with all of our money then everyone should trust Edward Jones too with their money! Thank you for training our son to be the best financial advisor for Edward Jones. He will do very well in this world educating people on how to invest their money in the future.

Our financial advisor , Robert Richardson in the Manlius New York office at Edward Jones is such a professional . He is incredibly attentive, detailed and explains thing extremely well . We have worked with a number of advisors over the years and it is difficult to find these qualities plus his ability to listen and have genuine concern and compassion. His knowledge, educational background and experience in financial planning have proven invaluable to my wife and I . He’s a straight shooter that has really helped us build our plan successfully! He was extremely helpful to my parents when they were still with us so we decided to make a change based on his great guidance and help to them over the years. I would encourage anyone looking for financial planning guidance to contact Rob and get to know him.
Paul Dunkling DDS

I recently had a change in advisor notice said to me. Steven is my new advisor, I reached out and he set up an appointment for me to discuss my account. Over the past few days to a week I have had more corrections, options, etc. all of these options I was not aware of, and I was a beneficiary of my wife’s account. So I really want to thank Steven and let the company know that with advisers such as him, he customers can expect top flight service. Thankfully I didn’t miss anything over the past year, as far as benefits or loss of funds, etc. so I’m really appreciative of all the information and service that I have received over this past week. And again I had no idea.
So I really wanna thank Steven and his team for great work on my account. And thank the company Edward Jones. Signed, Frank Goldschmidt