If you are looking for the right guy to care for your hard earned money look no further. This guy…read morerocks! Wes and his staff will provide the needed care and security you are looking for. I searched for somewhere to put our retirement accounts until I had an in depth meeting with Wes. Now we are making money with our money again and we know our savings are in the hands of a man who treats it as if it was his. The information Wes provides is truly invaluable. After working 42 years we can retire comfortably knowing we are being well cared for.

We consider Wes more of a friend than just our Financial Adviser. Once I met Wes and saw his…read morepassion for, and willingness to help others I knew he was the right fit for us. We've entrusted our hard earned (to-be) retirement savings to Wes and feel it's both a blessing and a privilege to have him on our team guiding us toward our future retirement

There is so many things to say about this company and the owner (Jacqueline). I discovered her…read morethrough Thumbtack. I needed help with budgeting for a big purchase (my car), and I needed help. Now, I love to shop so this was a challenge for me. She provided a easy to follow budget, and even built in "spending days" for me to satisfy my shopping. I have just recently signed up for another budget strategy to purchase a new home. I will recommend her for ALL of your financial needs.

We love working with Jacquline for zoom seminars on money and budget planning. She's a wealth of…read moreknowledge! Great communication and happy to help each one of our members

This branch is a joke. Customer service is nonexistent. Apparently they are terrified of COVID…read more Must employ only millennials. Anyway you can't go in. There is a giant iPad that says don't touch we will be right with you. There 10 minutes no one showed. Had to put my deposit in an unsecured box. Hope it gets to my account. What a joke.

I remember when I first came into this branch of fidelity back in 2013…read more You offices had just opened and Ryan Tolle was my adviser. Ryan has now moved on to bigger and better things, but I want to take this time to thank him personally for all that you did for me. Not just the financial end, but the kindness that you showed. I want to thank the staff and Chris Pinto also. All these people went above and beyond for me. I just wanted you to know how much you are appreciated. Thank you

Lesley Corley - I live in a neighborhood that prohibits soliciting. Though I understand people are…read moretrying to earn a living and earn clientele it shouldn't be done door to door in a no soliciting neighborhood. The signs are clearly posted at each entrance. If the financial advisor can't read or comprehend the signs and rules of the neighborhood then I would have no interest in their services. Anyone who is home in the early morning hours wouldn't be interested in discussing financial investments. Please no solicitation.

If you want a broker who's not a Fiduciary (CFP or CFA)…read morehttps://www.investopedia.com/terms/f/fiduciary.asp this might be a match. If you want an assistant who can't or won't answer transactional questions like "when will that asset be liquidated to cash after you received the paperwork you were sent" this might be a match. If you've been a client for years and think you've made a lot of money after paying 3% up front commissions (nobody in the industry charges these anymore), after paying extremely high fund expense ratios, high marketing 12B-1 fees and annual mortality fees (some as high as 1.5%) on some annuities, this might be a match.

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.