Justin has very much become a trusted financial adviser to me over the last couple of years. I have…read moreknown him and his family almost my entire life, and our transition from acquaintances from the same small town to business colleagues has been seamless. He is diligent, smart and hard working, plus I know him to be of impeccable character and values - all things that I find incredibly important for a financial adviser.

From the owner: I am passionate about making a difference in people's lives by helping them to improve their…read morefinancial condition. Aided by an affinity for numbers, a teacher's heart, and some excellent training, I am well equipped to serve my clients in a variety of areas. My practice is focused on helping executives, attorneys, consultants and small business owners sort out their objectives and goals, while comparing them to the planning and progress made thus far. Afterward, I will make recommendations, if appropriate, for risk management and wealth accumulation solutions that will make the most sense for your family or business. Finally, because life never stands still, I will meet annually for a complete financial review of your current situation, to ensure your continued progress on track to your goals. My entire career in this work has been through the support and backing of Northwestern Mutual, a solid and stable company with a track record of over 150 years, and a culture that endures gener

My son was left a fairly large amount of money from inheritance. Robin was so awesome explaining…read morehis options in a way that made it simple, fun and so easy to handle. She is very knowledgeable about investments and answered all our questions. You would not go wrong with her and Edward Jones.

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Very disappointed with the advice and service from Rod. Had my savings with him, we were building a…read morehome and needed more money. I contacted Rod for 2 withdraws. I was told taxes and ALL fees were taken out! This wasn't the case! We ended up paying $12,000.00 in taxes and penalties! We really feel that because we closed out the account, he didn't care! He's fine as long as the money is being deposited but not when your withdrawing the money! Feel like we thrown under the bus! Wouldn't recommend!!! Then when I emailed for information, he just call main number! Poor customer service also!

I've been with GP for a decade and couldn't be happier. They're detail oriented and always take…read morecare of their clients.

A customer for several years. They are considerate, professional, and personable…read more This year, 2022 for tax year 2021, was first time for virtual appointment. I loved it. Very easy using mobile to upload docs. And the phone part of the virtual very easy and convenient. They kept the status in constant contact with me. Very appreciated. Great patient customer service; I had loads of questions.

They are a Great People ! They have done our taxes multiple times without any problem . They have…read morealways been Very nice and Professional and Dependable . We Love them !

Lady at the front desk has a bad attitude. You already have some anxiety and then you have to deal…read morewith somebody rude. After 7 years of it, I will not be back. Service is good other than that.