Diversified has been handling our finances and taxes for sometime now. We've been extremely…read moresatisfied with all aspects of the services they provide. If you're looking for an honest, attentive and professional company to handle all you financial needs, including retirement planning, Diversified is the company to choose.

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He does not return calls or emails. As a beneficiary on accounts I've had to reach out to another…read moreBroker to help us through this process.

From the owner: comprehensive financial planning (tax, estate planning, cash flow analysis, retirement,) and…read moreinvestment portfolio analysis and management

Money is not my thing. But these guys make it feel like an easy thing. Years later and they know me…read morewhen I call (like the 2 times a year I call). I am a small, small fish, but they treat me like (way more than) a million bucks. Much love to Tracy, Mark, and the whole office!

Today my wife, myself and Mark Quinn tried to have an intelligent account meeting via phone. Well,…read morethat quickly turned into a very bad scenario. We were hoping to get information on my Deceased Mother-in-law's Estate and cash in our Beneficiary Account. All I can say is that Mark Quinn was very Hostile, Argumentive, Rude, Ignorant and should not be dealing with the public. He needs to go to Anger Management Class and learn to be a little compassionate. At one point he called me an ASS among other Foul Language. That is no way to treat or talk to your clients. We will never do business with Edward Jones again and we will stay far far away from Mark Quinn. The Better Business Bureau has been notified as well. People like Mark Quinn are what makes the World a Scary Place to live in !

the entire staff is pleasant, patient, kind and knowledgeable!…read moreAlison and her team have shown me outstanding support and respect. this is a 5 star organization. I would encourage anyone [and have) to seek out their counsel.

Another year has gone by with Dan White and even though CD rates are up around 5% again, my fixed…read morerate is still 2.65%. Be careful, my first rate was for one year only and then went down (I was told because the rates went down) Now after rates have been up for 2 years, my rate has not risen. I got a call about my first rating and they asked what they could do to fix it, I said raise my rate - heck if they invest my money in CDs, they will make 5%, so pay me 4%. I understand the caps on market wins (because they make sure you don't lose money) but with fixed income, it should be close to market rate (especially since it resets every year.