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    Charles Schwab

    3.0 (2 reviews)
    Open 8:30 am - 5:00 pm

    Services - Charles Schwab

    Investment management

    Personal banking

    Retirement planning

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    Chris Bernardi - Edward Jones

    Chris Bernardi - Edward Jones

    (1 review)

    A long time ago, Chris had knocked on my front door and we shared the most delightful conversation…read moreabout investing and what he could potentially offer me. Selecting a financial advisor is a crucial decision that one should not take lightly. And, it's a decision that shouldn't be made spontaneously. I wasn't actively looking for a financial advisor in that moment, but I knew I needed some assistance with selecting bond funds. I trusted my gut instinct and took a rare leap of faith (this is the antithesis of my usual mode of operation.) I began investing with Chris in February of 2018. Selecting Chris as my advisor was one of the best decisions of my life. Chris is kind, honest, a fiduciary (some advisors are not fiduciaries, so be careful out there), intelligent, thoughtful, has an easy-going personality and takes the time to LISTEN to my concerns and to educate me. I never feel rushed when we are having a conversation. I am happy with the guidance he has provided. He discusses fees and commissions with utter transparency. He knows who I am and what is important to me (without having to reference his notes). And, I know him as well. I would trust him to manage my account even if I were to lose the capacity to oversee his management. (We just discussed this today, even though I am still perfectly fine.) I trust him that much. If you are looking for a perfect financial advisor, look no further!

    From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. 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.

    Charles Schwab - investing - Updated June 2026

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