Greg is a very educational and friendly financial advisor. When I was 18 and first started…read moreinvesting in stocks and bonds he went over everything with me in detail to make sure I understood as best as I could what my investment plan was. He was kind and patient through the whole process and my portfolio is doing well to this day. If you're looking for a financial advisor consider contacting Greg Long at Edward Jones in Mt. Juliet.

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.

Wes Woods Financial has handled all of my finances since I lost my husband several years ago and…read morewas clueless about how to handle his 401k. I started there and was so pleased that within the year, I turned over other monies from stocks and maturing CD's to The Woods group to handle. I have always been very pleased with the results, with their openness in how to handle my account and with the speed with which I can access my money with no hassles. The reps have advised me on specific purchases within my portfolio so that I can get the most from my money plus they offered items with the best tax breaks. I have recommended WWF to several friends because I am so confident in what they offer and in how they run the business. iIt has really helped me and given me peace of mind as well as safety and growth in my finances.

My wife and I have been using Woods Financial to manage our retirement portfolio for a few years…read moreand have seen great results. Rachel is fantastic and we feel that treats our investments the same as she would her own. We agree with the philosophy approach taken. This year, we had Woods do our tax returns and was well pleased with that service as well.

I have worked with Ralph for several years now as my chief financial advisor and have always…read moreappreciated how accessible, responsive, and transparent he is as a F.A. He's helped us craft a plan to reach our goals, answered questions as they arose, and checked in as needed. I definitely recommend him to others looking for a trustworthy financial advisor.

From the owner: Making Sense of Investing…read more 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.

It's sad to see that the reviews are amazing and with me I have been ignored , no responses as he…read moreamended 2 of my returns and filed 1 return with issues now resulting in me owing money. So I'm hoping that I don't have to go further into detail and giving this company one more chance to respond to me before I provide emails , text messages this has been going on for almost 3 years I can't move forward with my returns from 2022 2023 and 2024 becasue of this. It's sad it's heartbreaking and frustrating

Gary is the consummate professional. I have no question about his integrity, effort, work ethic, or…read moreresults. He goes above and beyond and cares about every person he works with/for. Trust me and stop looking for a Tax Adviser, he knows his business and does what he says he will do. Jonathan

As we trundled in with our mountain of files for this year's taxes I decided it was high time to…read moregive Cheryl a good shout out. Our 10th year with her since moving from L.A.. Super professional, calm, and uber nice we would not go anywhere else. Sure it is a long way from the East Side but we can make a nice road-trip out of it. She understands the entertainment business and will happily research the non standard I have made a few referrals all of whom have been very happy. Money well spent.

Have worked with Danielle for over 10 years. Knowledgable, professional and economical. I would…read morehighly recommend for small businesses.