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Charles Schwab

3.0 (4 reviews)
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Services - Charles Schwab

Investment management

Personal banking

Retirement planning

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Ryan W Thomas - Edward Jones

Ryan W Thomas - Edward Jones

(2 reviews)

Thanks to Neal T, my search for financial guidance didn't take long. What might take long... my…read moresessions with Ryan Thomas because we've got some work to do. Uh huh. I wasn't quite sure where to look. I mean... most planners are interested in us investing with them to take a cut of it all. Hey, it makes sense. Then there's the guys that want us to buy their books first. That's just awkward and reminds me of the guy with the question marks on his suit. Then there's the seminar types, and then there's the less organized advice from friends, colleagues and such. The thing is... I'm super organized in a lot of my life, so why not have a very organized life with a financial adviser. What's really organized? Yelp. That's where I found my adviser. I went in for my first face-to-face, consultation, and it went like this: "Ryan, I've gotta be very honest here or we're not going to get anything accomplished. I've been very, very bad with money in the past." So, the first quarter of the meeting was seriously therapeutic: Ryan needs to know where I'm coming from, what I am now and where we can go. A seriously transparent meeting -- not just on my end. He was incredibly up front about what he does, why he does it and how and why he gets paid, which at the end of the day... makes a whole lotta sense to pay someone who as his assistant said: "Ryan will be like your family doctor, just with money." Whoa. In just the first hour he really was. I went in to the meeting mired in my difficult past with money. I left with a clear vision of what I need to do now and what I can do in the near and far future for short term stability and long term peaceful progress. I'm one quirky quirk when it comes to money and he handled it tremendously. I can't believe I'll say this, but: I really look forward to my next (already scheduled) meeting with my financial adviser. Cheers to you Ryan Thomas.

After a few aborted attempts to work with financial planners The Wife and I walked into Ryan…read moreThomas' Edward Jones office and never looked back. I have a generally unfavorable view of the financial sector of our economy so it helps to have someone as patient and sympathetic as Ryan to work with so that we can use the tools that we feel comfortable with to build our family's safety net.

Charles Schwab - investing - Updated June 2026

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