Make sure you follow up that your instructions were followed. Craig failed to add my beneficiaries…read moreto my account which left my money not going to the family members they were supposed to be designated to go to. When I brought this error to his attention, he turned it around and said it was my fault. Why would I provide beneficiary information if I didn't want it on the account? Then he wanted to pass my account to another agent. Don't be fooled by the "Mr Niceguy" personality.

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.

Working with Carter Bower. Very professional. Quick to respond. Goes over and above. Great…read morepresentation and explanation of the market. Have been with them for nearly a year. Very Happy with the service and knowledge. I think our money/investments are in very capable hands.

If you are looking for a reputable financial advisor this is a great company to work with.read more

Starla is the absolute best financial advisor I could have ever asked for. She is so knowledgeable…read moreand patient with me as she explains things to me. She is so caring and listens to what my goals are for my future financial needs and then helps me to reach those goals ahead of schedule.

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.

I put some money with this guy 4 years ago . And after Poor results for 2 years I have been trying…read moreto transfer funds out of my account with him and into my new fund manager . There's always an excuse he has not to release my funds. I actually don't know where to turn now. I hope this review will get Michael's attention and he will give me a call.

Mike Kolacz has been our financial advisor and health insurance expert for over 20 years. He just…read morecame out and counseled me on my Medicare options and supplements. I will be purchasing the supplement he recommended this month. He also manages our Roth IRA's and life insurance. The best part is that I don't have to go online to try to evaluate these products because he knows all the major players and their pros and cons. I have always been extremely please with his selections and services. I think you will be too!

I had all my documents ready for this lender, he kept claiming that my credit was frozen a week…read moreafter I unfroze it, then HE claimed to fix it! Wow, he must be powerful to unfreeze someone else's credit! This man actually mistook me for a younger client, sent me their email and approval letter. He called me, "Sir", repeatedly until he found out that I was a woman. His tone changed to a condescending one. I bothered my CPA to have my schedule E done early, only for the manager to demand a lease and claim that it was invalid (it was not, I checked with my lawyer)! Basically, he had my 2017, 2018 and 2019 taxes, my bank info, but did not WANT to give me a loan. Hopefully he won't accidentally send my information to someone else like he did sending his other clients information to me! This man has a chip on his shoulder and obviously doesn't respect women, even when they are qualified! I would stay as far away from this lender as possible!

William Branch Group was great in helping me close my very first house. I was nervous about the…read moreclosing process, but it was smooth and easy with William. He was also always willing to jump on the phone and answer any questions along the way. I strongly recommend going with William Branch Group for your home financing.