Thanks to Neal T, my search for financial guidance didn't take long. What might take long... my…read moresessions with Ryan Thomas because we've got some work to do. Uh huh. I wasn't quite sure where to look. I mean... most planners are interested in us investing with them to take a cut of it all. Hey, it makes sense. Then there's the guys that want us to buy their books first. That's just awkward and reminds me of the guy with the question marks on his suit. Then there's the seminar types, and then there's the less organized advice from friends, colleagues and such. The thing is... I'm super organized in a lot of my life, so why not have a very organized life with a financial adviser. What's really organized? Yelp. That's where I found my adviser. I went in for my first face-to-face, consultation, and it went like this: "Ryan, I've gotta be very honest here or we're not going to get anything accomplished. I've been very, very bad with money in the past." So, the first quarter of the meeting was seriously therapeutic: Ryan needs to know where I'm coming from, what I am now and where we can go. A seriously transparent meeting -- not just on my end. He was incredibly up front about what he does, why he does it and how and why he gets paid, which at the end of the day... makes a whole lotta sense to pay someone who as his assistant said: "Ryan will be like your family doctor, just with money." Whoa. In just the first hour he really was. I went in to the meeting mired in my difficult past with money. I left with a clear vision of what I need to do now and what I can do in the near and far future for short term stability and long term peaceful progress. I'm one quirky quirk when it comes to money and he handled it tremendously. I can't believe I'll say this, but: I really look forward to my next (already scheduled) meeting with my financial adviser. Cheers to you Ryan Thomas.

After a few aborted attempts to work with financial planners The Wife and I walked into Ryan…read moreThomas' Edward Jones office and never looked back. I have a generally unfavorable view of the financial sector of our economy so it helps to have someone as patient and sympathetic as Ryan to work with so that we can use the tools that we feel comfortable with to build our family's safety net.

Love this group, always helpful and friendly, would definitely recommend them if you're needing…read moreinsurance!

I have used this agent for a few decades now and her excellent office assistant left more recently…read moreand subsequently, my experience as a business owner went down sufficient enough that we chose another agent. I contacted her to explain my experience, sharing that I am a business owner and I know that often we don't understand all that occurs with our employees, and she said, "We're not interested in hearing your experience" and hung up on me. Not only that, but when I returned the phone call to discuss my remaining policies, I was told they had fired staff who did not properly manage their previous policies and I would have to provide all the information again, just to get them canceled. When I said I wasn't doing this for them, they hung up on me. Clearly this office is suffering some difficult times, but even so, this was exceedingly unprofessional.

Jerry Roseberry was great. I was having trouble with my agent and, after a long year of no service,…read moreask if he could help me. My car and homeowner's were both a mess and only a week away from autopayment. He managed to save me $200/yr on my homeowner's with more coverage and get me a better auto policy to boot. He has done more in 2 weeks than my other agent did in the last year. So glad I switched. And he seems like a genuinely nice guy on top of being a great agent.

By now, it's no secret that I've been on a journey of dealing with my father's estate that has…read moreincluded multiple trips to various public utilities, banks, and other professional settings to resolve his business. I've visited this branch of Everwise, formerly known as Teachers Credit Union, on a couple of occasions including just yesterday as I sought to obtain some documents to assist in year-end matters. This branch is located directly on Shadeland Avenue on Indy's north east side of town. I think it's an older branch (I'm surprised it doesn't have a review) situated amidst a row of office buildings, though it's a free-standing building. There are a couple accessible parking spots toward the front. They have automated doors, though the usual security mechanisms are in place. Of the three branches I've dealt with, this branch was ever so slightly the weaker link having made an error early on that had to be corrected. It was my lawyer who pointed out their error, though she also pointed out how to address it and that method, when I returned to the bank at another branch, worked perfectly. On the flip side, the employees here are friendly and helpful. They've been so upon my subsequent returns including yesterday. While it was a little weird having to return to resolve my concerns, they did so quite easily as I had all my necessary documents in order. This branch offers ATM/ITM, drive-up, night deposit, an in-branch coin counter, mortgage services, debit cards, and virtual appointments. It's a little tricky since Shadeland can get busy. Driving south, it's an easy turn-in, however, you'll have to cross lanes if you're driving north. Overall, I've been impressed with Everwise along this journey. Across three different branches, I've had good to great experiences by employees who protected my father's assets while also working with me well to resolve them.

My dad started going to Laura McMahon at CPWA and I worked with her through my financial power of…read moreattorney with my dad's finances. I was impressed by her knowledge of the systems and setting up what my dad's preferences were based on his tolerance level. So impressed, I brought my investments over to her when I was able to without penalty. She listens to what your ambitions are and risk tolerance and Taylor's a program to what you are comfortable with. It can also be tweaked at anytime. I have since recommended her to several family members and friends. Note: They work through Wells Fargo Financial's portfolio and have a extensive number of options to choose from based on your risk tolerance. More than my previous financial company.

This is a revisit. I have used their services for several years. I initially was quite pleased. I…read morethought they were attentive and took their role of a fiduciary seriously. Most recently I received a LETTER advising me they had a plan for some new investments. The letter stated I needed to take action before May 10! The LETTER was posted May 9. Never any follow up. In July they contacted me to make an appointment. At my recent appointment I was introduced to Quinn Teague. I was very impressed he took some time to introduce himself and to have me do the same. I expressed my concern of the turnover in the office and industry. He reassured me that he had plans to stay. I hope the company offers him incentives. I feel quite comfortable that my investments are in the right hands. It's early days but I think this is headed in the right direction.

If I could rate a ZERO I would. I have just discovered that my money that I have invested with this…read morecompany is NOT where it should be. I discussed that fact that I would need access to my funds and I have now been told that since I took one withdraw out earlier this year - (COVID related) I can't take money out again without significant penalties and surrender fees. I am beyond angry. I trusted them to put my money where it could grow and I could assess it once in a while if needed. The advisor I worked with won't call me back. He has had a compliance officer call me. I worked too hard for my money and now I'm being told that I can't touch it - even to put it back in 45 days - without significant fees. Fiduciary duty...not even close. I will be filing a complaint with the SEC, Indiana Insurance Commission and the Attorney General. STAY AWAY!