We met Sean today to help us with some major life changing decisions. We walked away seriously…read moreimpressed. He guided us to view decisions not over the next 5 years like we have been but out for the next 30 to 40 years. He presented options and scenarios that made us sit back and think. It turned out we had pretty much made the right decisions, but for the wrong reasons. He also helped us with a couple other more minor decisions and some coaching to help us get over a disastrous relationship with Merrill Lynch. He had a sense of humor and quickly made us feel comfortable. We will be seeing him again in a year. Thanks, Sean!

From the owner: Specializing in Retirement Plan Decisions, Ed Slott trained IRA Advisor, Extensive Experience with…read moreWashington State Teachers & Boeing Employees. Certification & Affiliations: Certified Financial Planner Practitioner Financial Planning Association Specialties: IRA, 401(k) and 403(b) Plans Retirement Decisions Retirement Plan Rollovers Member FINRA/SIPC

Received a mailer for dinner and to pursue life insurance products, which was honestly great timing…read moreas I'm looking to expand beyond traditional forms of retirement. When I called to RSVP, I was told regardless of income, qualification and desire to obtain a policy that I am not old enough to attend, you have to be 50 to purchase their insurance I guess? Not sure why Ness has me targeted for advertisements if I can't purchase their products.

Nice place for senior insurance questions. Lots of options available for insurance. All questions…read moreanswered.

From the owner: American Senior Resources’ focus is working with clients to ensure their financial security. Health…read moreInsurance, Life Insurance, and more.

Very Impressed! I had my initial meeting today. Not only telling me I am already on track to my…read moreretirement, they told me there was nothing left to change. Also gave me good advice (at no cost). Didn't try to force their service on me. Told me to reach back out to them in 5 years. I wish more companies worked with this kind of honest integrity. Very impressed!

From the owner: "When can I retire, and how much money can I spend?" These are the questions we answer at The…read moreRetirement Solution. We help our clients succeed in retirement by identifying the income they will need and want every month for the rest of their lives without running out of money. Our comprehensive retirement distribution plans are designed to protect your income from stock market fluctuation so that the money you worked so hard for will be there for you. We create cash flow by reducing taxes and increasing income. Every planner in our firm has distinctive strengths and varying backgrounds, resulting in thorough and effective guidance.

I didn't choose to invest with Edward Jones. It was chosen for me as a company retirement plan. I…read morehave experience with several other investment companies. 1) Eric didn't follow my directions as to how I wanted my money invested and when I planned to retire. 2) Edward Jones charges fees for things that at other investment management companies are free. 3) Account management, things that are extremely simple and done online in less than a minute at other companies, are an arduous process at Edward Jones. Case in point, changing your beneficiaries. 4) My Edward Jones account seriously underperformed relative to my other accounts (see #1). Specifically, the performance between January of 2016 into the fall of 2017 was so poor (in my estimation), and the response to my complaint about it was so conceited, and so dismissive that that was when I choose to end my relationship with Edward Jones. 5) Directing my account myself, putting my money in something with returns that matched my expectations was expensive (see #2) 6) It cost me about 3% of my account value to roll over my account to another investment company. UPDATE: I got what I thought was a final statement. It turns out Edward Jones didn't rollover the total amount in the account. They shorted it about $51. I still have a login at EJ, but that account is not connected to my login account anymore - just an old one that was terminated about 5 years ago.

Eric has done a great job for my family. He is responsive, professional, and effective.read more

I know I've asked Karen the same questions over & over, sometimes in different ways - sometimes…read morenot, but she explains it until I get it! I refer her every chance I get - to family, friends and clients. Go see her!

I appreciate Karen's knowledge, as well as full spectrum service. It was good, as we are…read moreapproaching retirement, to have an updated overview of where we're at. It was also very helpful to understand the strategy, service & Integrity she operates through Edward Jones. I had an IRA I'd left too long in a glorified savings account. I already had a financial counselor that I've been working with for other things, which didn't bother her. Having met Karen in a business group, watching & listening to her over time, I decided she would be the one to invest this with. Every question I had & every reason to invest it in a certain direction, was explained clearly. This included taking a risk assessment for my comfort zone, so that she would not ask me to go any further than I wanted to. To me, that also is a mark of her as an excellent financial counselor, who wants what is best for me. I highly recommend you get in touch with her for a free assessment to see if you're where you want on your goals, whether you're just starting out or need to figure out how to get started, midway or further on your investing journey.

I received an envelope in the mail with no return address - i found out about this people from a my…read morepayroll - garnishment started, the next day or so a white envelope with my name and address came in the mail with no return address. Not done - I was bullied by a representative when I called and decided I will just let this go and pay them. After the max amount they can garnish, no contact from them. Here I was waiting on a statement so that I can move forward. I received a notice from the postmaster that a cert letter to be picked up by "Sentry". i called and was informed that a second round of garnishment is in process. the next paycheck - sure enough they started taking monies again. AND the next day another envelope came as like the first time (I have not opened this one yet). I am not sure what my next step is - but I believed I have been bullied by this Company who are abusing their access of personal information and processing "legal paperwork". I am currently researching legal wage garnishment process and so far I am finding that they are not following the legal process. Anyone has any input or added information, please keep posting. AND during my conversation with SENTRY Rep - this person wanted me to tell how much is my reported income on last tax return??

Don't be fooled by their website - they are the owners or affiliates of West Coast Adjusters…read moreCollection Agency! I am not sure what their "credit" business is all about but they are scum. I am retired & have been drowning in medical bills since 2013. They will file court papers in a heartbeat and not even follow the laws regarding this type of business. They will lie about paperwork being "delivered" to you - court paperwork with a date that a reply is required by the court and conceal the fact that it is legal paperwork so that they can win by default judgement and add on all kinds of additional fees, etc. if they are reported and it is decided by the appropriate agency that it is uncollectible they will to remove the debt from your credit report and the agency you filed your complaint with CANNOT force them to issue a refund, etc. In my case, I paid the principal balance plus their bonus and it still was not enough . They are absolutely sneaky and greedy. Be very careful if you receive any legal paperwork from them and go on the web to ensure that their court filing meets ALL of the requirements they are bound by law to adhere to. I understand that people need to work as we did our entire lives - but what kind of people would enjoy hounding and threatening sick people on a fixed income?

I've been using Chris at Stein Financial Services for 5 years. I get quarterly updates and…read moremeetings if I choose so that we can look at my portfolio and rebalance if necessary. It is a constantly changing market and it is nice to know that I have a planner that understands my goals and helps me achieve them.

AWFUL service, owner hung up on me after our business was about to renew with them b/c I told him…read morewe wanted to shop rates! Unprofessional attitude! Don't trust this firm with your insurance or money!

I had a terrible experience here with an advisor who misled me and then refused to return my calls…read moreonce I caught on. I ended up closing my accounts of course -- which takes some legwork when your advisor refuses to communicate. I also requested all my fees back based on her incompetence and lack of integrity and fiduciary responsibility. While Edwards Jones apologized on behalf of this advisor, I will never go back to this company given what happened. The kindness and transparency every other firm showed me when trying to figure out how to get my money out (and find a few grand from a check she never even deposited, meaning my money was in limbo earning nothing) was outstanding and was in stark contrast to what I experienced here. Bottom line: Never again here or with any Edward Jones facility!

I've had a great experience investing with Shelly. She is always doing what is in my best…read moreinterest. She is easy to get ahold of and when she isn't available, she returns my calls right away. I would recommend her to anyone.

Excellent service from Sumeet! Was able to do everything online, completely solved my IRS issue,…read morevery happy with the service I received. She is very helpful and responds quickly.

Sumeet was very personable and professional all at the same time. She handled my case with…read moreexpertise and I would highly recommend her.