Horrible horrible service. 6 phone calls and I get different info. Finally promised my check will…read morearrive, only to be told the day it was to arrive that the last advisor was wrong and it will be a few more days. Had already booked airfare and hotel reservations to meet with new brokerage company and have to cancel and I have lost all my non-refundable code. They don't care once you try to remove your money. Seriously crappy customer service

My visit here was not so great. I wanted to learn more about the 529 account and setup a custodial…read moreaccount for my newborn son but my experience here wasn't too great. Brandon (front office) was my representative and he not only didn't seem to be very knowledgeable but he seemed distracted and in the middle of our conversation looked at his watch and said "what time is it?". I felt rushed and it didn't feel like the conversation was going anywhere as he kept referring me to the 800 customer service number. As I was leaving he quickly stepped out to greet someone...I guess his next appointment that he was "hinting" to when he asked me the time. Unbelievable. My husband and I both have Fidelity accounts with stock and 401k. This visit felt like the biggest waste of time.

Blaga has filed my taxes for the last few years or so and has been great! Highly recommendread more

I reached out to Blaga to help out with a partnership tax return for my new business, a decision…read morethat I highly regret and am still suffering from two years later. Blaga has to be at the top of the list of the most unprofessional people I've ever dealt with, ignoring lots of the questions I had. Being a new business owner is a difficult space to navigate, and there were many things that I was unaware or unsure of (which was the reason why I looked to her for help). There were many mistakes made on our tax return which we have had to pay other accountants quite a lot to correct, but the most egregious one was neglecting to put our entity number on our state tax return, which we were unaware of until the following year when we attempted to file tax returns and were told that according to records, our business had never filed a state tax return. When we contacted her, she gave us the excuse that it wasn't a mistake since the software she used to prepare the return didn't give her an error message. We ended up having to re-file the entire return a year later, and are paying all the associated penalties of filing your tax return a year late. Please save yourself from the headache of dealing with Blaga and find anyone, anyone else to assist you with your taxes. Dealing with her has been the worst mistake I've ever made as a business owner and I have paid thousands of dollars to try and fix the mess that she made.

Anita is a very attentive and knowledgeable advisor. I trust her advice and insight. I always feel…read moreshe has our best interest at heart. 5 stars!

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.

We've invested with Robare and Jones for about 4 years now and are very pleased with our returns…read moreand the R&J team. If you are seeking an investment advisor that cares and that will put your best interests above theirs, Robare and Jones might be the place for you too!

These people are incredible! You can totally tell how much they care about their clients from…read moreevents they host. Absolutely love the financial advisors at Robare and Jones Wealth Management and they do a great job at managing assets! If you're in the Houston, Texas area or like meeting virtual then this is the right group of financial advisors.