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Conservator & Trust Services

5.0 (1 review)

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Investment management

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7 years ago

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Edward Jones - Financial Advisor: Ben Bolton

Edward Jones - Financial Advisor: Ben Bolton

(4 reviews)

My Husband and I came to Ben Bolton's Office at Edward Jones because of a recommendation from a…read morecoworker. I emailed back and forth with Susan at his office who easily scheduled my Husband and I some time to meet with Ben that easily fit in with our schedule. Upon arriving at the office we immediately felt welcomed by Susan and their nice reception area. A few minutes later we met with Ben who answered all our questions about investing with ease, and made us feel confident in his abilities. My Husband and I don't have money by any stretch of the imagination, but Ben made us feel just as important as if we did. I had never invested in anything before (my parents are very old school so that's how I grew up to think about money) but Ben made me very comfortable and confident in his abilities with investments and predicting the market, as well as with Edward Jones as a company. I definitely left with a lot more knowledge than when I came in! I will keep coming back to Ben Bolton's office and recommend him to any friends or family who are interested in investments, retirement funds, savings, etc. Thanks Ben and Susan!

Ben is a great business advisor for the person who is not very business/investment savy. He can be…read morevery hands on, help you learn how to put together a retirement plan and if you want to begin to do your own investing, help you learn about it. Edward Jones is a strong company. Worth 5 stars every day.

College Funding Advisors - We bring certainty to our clients uncertain and important objectives.

College Funding Advisors

(11 reviews)

If ever approached by an insurance agent offering to serve as your "college advisor," in any…read morecapacity, you would be well advised to run as fast as you can in the opposite direction. That's because the agent is motivated overwhelmingly by commission earnings, as opposed to your best interests. If you have any doubt about that, just search online for "insurance agents college funding" or similar phrase, which will point you to articles like this one, in Money magazine: https://money.com/college-aid-dont-take-the-bait/ (which profiles the group that Ron Adams joined). Ron Adams could be described as highly intelligent, with many talents. One of those, acting (his major hobby, judging from what he displayed around his office), enabled him to be quite effective at pretending to have the interests of others at heart when in fact he did not. Ron could also be fairly described as an ultra-narcissistic egomaniac and, alas, shamelessly unethical. He demonstrated no qualms whatsoever about breaking an agreement, as long as he thought he could get away with it. Large, physically imposing people are sometimes "gentle giants." Sometimes they are bullies. In my interaction with Ron, his behavior definitely put him in the second category. For documentation from others on his way of treating people, see the one-star reviews here by Chris R. in Rocklin, Ben H. in Sacramento and Bob A. in El Dorado Hills, as well as the "unrecommended" reviews (from the link near the bottom of the profile page) by Daniel T. in Placerville and B.B. in Elk Grove. The book (more of a pamphlet) Ron claims on the profile here (in the "about the business" section) to have authored is actually a PLR (private label rights) publication prepared by a hustler named Brian Kay (described in the Money magazine article linked to above), who for a fee allows his members to claim authorship, with their name on the cover. Granted, by all appearances, Ron made a good bit of money. And he reveled in that material success. But he built his professional legacy leveraging false piety and pretense, while stepping ruthlessly on others when he thought it served his own selfish purposes. If that qualifies as "finishing well," then yes, Ron, you finished well.

Be careful not to waste your time with this shady clown if you are looking for a college planner. I…read moreattended one of his seminars In January 2019. During his presentation he did provide basic information on what to look out for when selecting and applying to a college. He indicated his company could provide various types of support including career and college selection services, college essay writing support, detailed scholarship information, acceptance info for specific colleges, finance strategies, and more. At the end of the session I signed up for one of the free follow up 90-minute meetings with Ron to learn more about these services. When I arrived at his office, he immediately indicated that we could not meet because my wife was not present and proceeded to very rudely walk me out of his office. It was confusing to me on why my wife would need to be present to review the offerings of his company. It seemed odd on how adamant he was regarding this, indicating that it was a question of "ethics" more than once. I tried one last time to explain to him that I had driven an hour to get there and my intent was to discuss his company college planning offerings in detail. My wife not being present should not have been a showstopper for this type of discussion. He disagreed and shooed my out the door. Apparently, Ron had an ulterior motive for this follow-up meeting which I was unaware of. As I drove away from his dingy storefront office, it occurred to me why he wanted my wife to be present. I recalled reading Ron also sells life insurance and . then it became obvious. Ron does not pedal college support services. This is just a front. Ron wants to sell you on restructuring your investments into a life insurance policy provided by him with the guise of putting you in a better position when applying for college financial support. He is not interested in providing any college planning services, at least not until you have committed to a financial "re-positioning" of your assets which no doubt will benefit him. Be aware of this before engaging with this jerk or you will end up wasting your time as I did.

Conservator & Trust Services - investing - Updated June 2026

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