Mike Sheppard is a GREAT financial advisor! He's making it possible for my wife and I to retire in…read more20 years. Mike is very passionate about his clients. He's very knowledgeable about investments, and tax deductible retirement account. He knows when it benefits to roll over current retirement accounts into either a traditional or Roth IRA. Mike knows all of his tools that Edward Jones provides to him to know what stocks one should sell, or buy, and when to buy it. He understands all the graphs, and he enjoys explaining everything to you. I feel so comfortable with Mike Managing my money. Mike understands how to use dividend paying stocks to increase the growth rate of your portfolio. Mike knows how to use those dividends to reinvest into your portfolio. Mike showed me what to expect at retirement with no B.S. or embellishments. My name is Douglas Niemeyer and Mike Sheppard comes highly recommended.

From the owner: Edward Jones is an investment firm that believes your financial goals deserve a face to face…read moreconversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Great people great service. They seem to care about their customers and go the extra mile to help…read morethem. I am confident that I have them in my corner!

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

If it were possible to leave a fraction of a star, this company deserves it…read more Horrible communication/follow-up. After dropping all the paperwork off for Kelli to prepare our taxes, it took dozens of phone calls and several emails to finally get the taxes filed over two months later. No follow up, no phone calls apologizing for the unprofessional handling of the same. IRS contacts us to discuss underpaid taxes, tried to contact Kelli again... non-responsive. IRS contacts us again now with a much higher unpaid taxes amount, again no response from Kelli until she finally relented sending a two sentence email: you'll have to deal with the IRS yourself. Huh? That was your work, folks. Contacted the office manager, Suzanne, who responded with equal nonchalance and unprofessionalism: don't know what you want me to do for you. Lesson learned, folks. I'm not sure who you're helping, but it won't be me any longer.

Jl smith group has done my personal taxes for the last 4-5 years. I just received a letter from…read moreyou saying in preparation of the upcoming tax season you are advising me that the fee is $750 for prep with consultation or $500 with no consultation. If you no longer want me as a customer this is not the way to go about it. I've started with $99 then up to $150 for tax prep and I didn't mind the increase, I may have even paid a little more because I love supporting local businesses, but now you are increasing prices for personal taxes 3x. I have supported your business by referring my friends and family. Way to go, nice way to weed out your customers. If you no longer want to do mine or anybody else's personal taxes that is fine , you are moving in a new direction. I want to let you know you handled this very wrong. An apology and a referral would have been appropriate to someone who would appreciate my business. I will no longer recommend you. Regards, Dory Hedstrom

For more than 15 years, we have relied on Jeff as our top-notch financial consultant. His expert…read moreguidance and impressive track record have consistently delivered excellent returns on our investments. Jeff's unwavering dedication to his craft is evident in the personalized attention and care he provides, always prioritizing our financial well-being. His professionalism and loyalty truly set him apart as a standout in his field. We are truly grateful for his exceptional work ethic!

Our experience with Skylight Financial Group has been exceptional ~~ beyond exceptional! Jeff has…read moregiven us a wealth of information and guidance as we set ourselves up for our future and retirement. The whole process has been a wonderful experience and now we feel as though we're finally on track to explore more in our future while being able to maintain our lifestyle. I would recommend this group to everyone! Thank you so much!