I was introduced to Chandler Wealth Management at one of their seminars. At the end of the meeting,…read moreI made an appointment to review my estate plan. It was a very pleasant and non-pressured and informative meeting where my plan was reviewed and easily updated. The relevant documents were recorded by Nathan. I was pleasantly surprised at the very reasonable cost of everything. In words of my Massachusetts upbringing, it was a "wicked awesome" meeting. After our meeting, I referred a friend and she also was very happy with these ease of document review and her estate plan update. Not being from Massachusetts, she just said it was great. Ken T.

Attended a presentation in a very pleasant setting. Received great information and would like to…read morecontact them later with my spouse to discuss further action plans. There was no pressure. Didn't expect such a great meal, but I truly enjoyed it. Seems like this event was well received and had a large number of attendees.

My Edward Jones advisor, Joe Schaefer, has given me incredible service, resulting in a very…read morepositive growth pattern over the last 10 years. I am extremely happy !

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 was introduced to Chandler Wealth Management at one of their seminars. At the end of the meeting,…read moreI made an appointment to review my estate plan. It was a very pleasant and informative meeting where my plan was easily updated and the relevant documents were recorded. I was pleasantly surprised at the very reasonable cost of everything. In words of my Massachusetts upbringing, it was a "wicked awesome" meeting. After our meeting, I referred a friend and she also was very happy with these ease of document review and her estate plan update. Not being from Massachusetts, she just said "it was great".

skip West and his staff have provided us first class service and a variety of options to work with…read morein achieving our retirement goals. Skip is finely attuned to the market and allows us time to enjoy our retirement rather than worry about ongoing market conditions. Take time to meet with Skip and his staff. You will be pleased as we are. Bob and Gwen Mitchell

Terrible. My mom passed and I am trying to change my dads address to the assisted living living…read morefacility. I have a financial Power of Attorney. I have five visits so far and still waiting Not impressed with this branch at all. This should be easy, very easy! They will not call you back. So you have to go to their office.

OMG - Where do you start when you realize you have made a serious mistake. I moved my money from…read moreSchwab, that was an error. I started dealing with a guy named Chad, first thing he says to me " I don't give it away " like this JO was astute, he was not. I directed my own funds at that time. Then a BIG surprise Fidelity audited my account and on their own and against my explicit instructions they sent 56 thousand dollars of mine to the IRS ! I told them not to, they did it anyway. I am in the process of divesting myself from these goniffs. When I called for an explanation they kept placing different people on the phone, each one knew less and less, finally they must have put the janitor on the phone - complete idiots !

The financial seminar I attended was very informative. There was a lot of information that helped…read moreme see I'm on the right track. I also realized there are ways I can improve my financial future. If you have an opportunity to attend a seminar I highly recommend them. Also, the staff was friendly and attentive. The effort didn't feel forced. Make an appointment and secure your future.

My husband and I went to a seminar for Baum financial and made an appointment after being impressed…read morewith the financial speaker . We met with Mr.Baum and found him to be a upstanding gentleman. We decided to put our trust in him, and we must say, we are very happy. We highly recommend Baum Financial!