We met Sean today to help us with some major life changing decisions. We walked away seriously…read moreimpressed. He guided us to view decisions not over the next 5 years like we have been but out for the next 30 to 40 years. He presented options and scenarios that made us sit back and think. It turned out we had pretty much made the right decisions, but for the wrong reasons. He also helped us with a couple other more minor decisions and some coaching to help us get over a disastrous relationship with Merrill Lynch. He had a sense of humor and quickly made us feel comfortable. We will be seeing him again in a year. Thanks, Sean!

From the owner: Specializing in Retirement Plan Decisions, Ed Slott trained IRA Advisor, Extensive Experience with…read moreWashington State Teachers & Boeing Employees. Certification & Affiliations: Certified Financial Planner Practitioner Financial Planning Association Specialties: IRA, 401(k) and 403(b) Plans Retirement Decisions Retirement Plan Rollovers Member FINRA/SIPC

Received a mailer for dinner and to pursue life insurance products, which was honestly great timing…read moreas I'm looking to expand beyond traditional forms of retirement. When I called to RSVP, I was told regardless of income, qualification and desire to obtain a policy that I am not old enough to attend, you have to be 50 to purchase their insurance I guess? Not sure why Ness has me targeted for advertisements if I can't purchase their products.

Nice place for senior insurance questions. Lots of options available for insurance. All questions…read moreanswered.

From the owner: American Senior Resources’ focus is working with clients to ensure their financial security. Health…read moreInsurance, Life Insurance, and more.

Using Ross McIvor from the Bauer & Evan as an executor for Mom's estate was a huge mistake. She…read morepassed in 2016, and the estate is still not closed! We've had to hire attorneys for him to distribute money, as he doesn't respond to phone calls or emails, and we have yet to receive any kind of statement. If you are looking to hire an accountant with integrity, I suggest you look elsewhere. Our experience has been a nightmare.

We have been working with Bauer & Evans for over 20 years. Brian is and has been the main reason…read morewhy we stay. He has a great way of talking and explaining the financial world in a manner which is never condescending nor leaving you feeling like he is talking down or at you. You are left feeling this truly is a partnership. Over the course of time, Brian and team have proven to be really good at what they do. We have recommended Bauer and Evans to many of our Family and Friends and those that have met with and/or entrusted their financial futures with Brian and team have all come back to thank us for our recommendation. I will end this rather long review with this: if you are looking for or already have a full service financial team you owe it to yourself to at least give Bauer and Evans a chance to earn your business.

Very Impressed! I had my initial meeting today. Not only telling me I am already on track to my…read moreretirement, they told me there was nothing left to change. Also gave me good advice (at no cost). Didn't try to force their service on me. Told me to reach back out to them in 5 years. I wish more companies worked with this kind of honest integrity. Very impressed!

From the owner: "When can I retire, and how much money can I spend?" These are the questions we answer at The…read moreRetirement Solution. We help our clients succeed in retirement by identifying the income they will need and want every month for the rest of their lives without running out of money. Our comprehensive retirement distribution plans are designed to protect your income from stock market fluctuation so that the money you worked so hard for will be there for you. We create cash flow by reducing taxes and increasing income. Every planner in our firm has distinctive strengths and varying backgrounds, resulting in thorough and effective guidance.

I didn't choose to invest with Edward Jones. It was chosen for me as a company retirement plan. I…read morehave experience with several other investment companies. 1) Eric didn't follow my directions as to how I wanted my money invested and when I planned to retire. 2) Edward Jones charges fees for things that at other investment management companies are free. 3) Account management, things that are extremely simple and done online in less than a minute at other companies, are an arduous process at Edward Jones. Case in point, changing your beneficiaries. 4) My Edward Jones account seriously underperformed relative to my other accounts (see #1). Specifically, the performance between January of 2016 into the fall of 2017 was so poor (in my estimation), and the response to my complaint about it was so conceited, and so dismissive that that was when I choose to end my relationship with Edward Jones. 5) Directing my account myself, putting my money in something with returns that matched my expectations was expensive (see #2) 6) It cost me about 3% of my account value to roll over my account to another investment company. UPDATE: I got what I thought was a final statement. It turns out Edward Jones didn't rollover the total amount in the account. They shorted it about $51. I still have a login at EJ, but that account is not connected to my login account anymore - just an old one that was terminated about 5 years ago.

Eric has done a great job for my family. He is responsive, professional, and effective.read more

I know I've asked Karen the same questions over & over, sometimes in different ways - sometimes…read morenot, but she explains it until I get it! I refer her every chance I get - to family, friends and clients. Go see her!

I appreciate Karen's knowledge, as well as full spectrum service. It was good, as we are…read moreapproaching retirement, to have an updated overview of where we're at. It was also very helpful to understand the strategy, service & Integrity she operates through Edward Jones. I had an IRA I'd left too long in a glorified savings account. I already had a financial counselor that I've been working with for other things, which didn't bother her. Having met Karen in a business group, watching & listening to her over time, I decided she would be the one to invest this with. Every question I had & every reason to invest it in a certain direction, was explained clearly. This included taking a risk assessment for my comfort zone, so that she would not ask me to go any further than I wanted to. To me, that also is a mark of her as an excellent financial counselor, who wants what is best for me. I highly recommend you get in touch with her for a free assessment to see if you're where you want on your goals, whether you're just starting out or need to figure out how to get started, midway or further on your investing journey.

I've been using Chris at Stein Financial Services for 5 years. I get quarterly updates and…read moremeetings if I choose so that we can look at my portfolio and rebalance if necessary. It is a constantly changing market and it is nice to know that I have a planner that understands my goals and helps me achieve them.

AWFUL service, owner hung up on me after our business was about to renew with them b/c I told him…read morewe wanted to shop rates! Unprofessional attitude! Don't trust this firm with your insurance or money!

I had a terrible experience here with an advisor who misled me and then refused to return my calls…read moreonce I caught on. I ended up closing my accounts of course -- which takes some legwork when your advisor refuses to communicate. I also requested all my fees back based on her incompetence and lack of integrity and fiduciary responsibility. While Edwards Jones apologized on behalf of this advisor, I will never go back to this company given what happened. The kindness and transparency every other firm showed me when trying to figure out how to get my money out (and find a few grand from a check she never even deposited, meaning my money was in limbo earning nothing) was outstanding and was in stark contrast to what I experienced here. Bottom line: Never again here or with any Edward Jones facility!

I've had a great experience investing with Shelly. She is always doing what is in my best…read moreinterest. She is easy to get ahold of and when she isn't available, she returns my calls right away. I would recommend her to anyone.