Andrew is super smart, honest, and transparent. Also very likable. He is a true expert in his…read morefield, and a student of the game. If you invest with Andrew, he'll put you on the quick path to retirement. I would recommend Andrew to friends, family, and colleagues alike, for sure.

I spoke with a several other financial advisors before selecting Andrew. Andrew has a gift for…read moremaking complex financial topics simple and stress-free. He took the time to listen to where we are at and where we want to be financially and helped us to build a plan to get there.

I've been a client of Edward Jones for a long time, and I've been with Mallory for a good few of…read morethose years. Hands down she is the most patient, kind and thorough of the advisors. I highly recommend.

I like to compare money and financial planning to your physical health. If you don't plan and…read moreinvest intentional time in it then it's going to affect your habits, mental, spiritual and emotional health. It will prevent you from being your best self at your home and at the office. Mallory Carl with Edward Jones has significantly surpassed my wife and my expectations when it comes to financial advising and helping us with our future as well as our present. Since day one she has developed a relationship with us that is personal and professional. She has provided extensive knowledge in the field, while listening to all our issues, future plans and goals. If you need help taking your financial health to the next level then connect with Mallory and her team. You won't regret it !

I have used ShankerValleau for over 35 years. with Larry, and John and the rest of…read moretheir team and I highly recommend them . They have provided my business with excellent accounting services plus I am now able to retire to their great wealth management services

From the owner: ShankerValleau offers a comprehensive approach to personal wealth management. We work for you as…read moreyour Financial Quarterback. * We protect and cultivate your wealth through global portfolio diversification, financial planning advice, and tax planning. * We are an independent, fee-only advisor allowing us to offer impartial, objective advice. * We offer sophisticated year end planning, so our clients know what to expect when they receive their tax returns.

I recently met with my financial advisor Andrew for our yearly planning and review. After a brief…read morereview of our accounts and returns, we revisited the long term forecasts and goals we have for retirement. For the first time, I began to see a pathway to reach our goals and spending requirements for retirement. His approach allows you to gain momentum each year you invest. If you need to improve your retirement forecast, Andrew will give you his time, his attention and his perspective to allow you to reach your goals.

My wife and I are clients of Andrew and Edward Jones. I would I highly recommend Andrew to those…read morelooking to take retirement planning head on. Andrew will often times come to our house for annual reviews and planning meetings. He helps us get down and really take a look at the life style we want in our older years. He is thorough and explains things until you are comfortable and understand. It wasn't until I started working with Andrew that financial planning wasn't confusing and frustrating. I worked with another "financial advisor" who recommended some poor strategies that Andrew quickly identified was not a good fit for us. Andrew went through a process to identify what is best for our goals. Highly recommend! Could look else where but don't know why you would.

I worked with Charlie (who I believe is the new owner of AGT) to start saving for retirement. I had…read morea small inheritance that I received right after getting out of law school and he coached me on how to make the money work for me. Balancing student loans, retirement savings, living expenses, and starting a new business made this something that could have been tedious, but Charlie made it easy. I highly recommend Charlie for anyone who is looking for sound financial advice and both short term and long term financial security. Thank you for everything Charlie!

STAY AWAY: We are a financially sound household, but they managed to screw it up anyway…read more 2 years of filing with them gave us 2 years of letters from the IRS demanding additional payment with penalty. This was due to their oversight of something as simple as my dependent daycare account. This 2 YEARS IN A ROW MISTAKE on their part has made me realize they simply copy the work from previous year with no additional thought so that mistakes like this can be repeated. The mystery was solved, finally, by one of their rotating CPA's who took a fresh glance at it. He made no apology as he made it clear he was new on the scene and only there intermittently. Great - add NO ACCOUNTABILITY to the list. And we now have the pleasure of finding the money to pay the IRS, plus penalty - which I then have to report back to AGT as THEY will be reimbursing the penalty. The one and only star belongs to their office staff as they are all very responsive and helpful, but ultimately not the ones impacting your wallet.

Saw his booth at an event and got a free cup! Went in for some Financial planning and walked out…read morewith a financial plan for the next 20 years that I was very comfortable with. Thank You so much!

From the owner: Making Sense of Investing…read more 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.

Ken and his team were easy to work with. He helped me with some complex things in my taxes. I…read morehighly recommend him !!!!

This CPA is a Scam, Read the other 1 star reviews, and look at the ones on Yelp that have been…read morehidden, and also removed by Ken. You'll see I'm not the only person who was scammed by him. I beleive all the good reviews are left by family or friends. He takes a ton of money then never files your taxes yet demands you pay more and even tries to take you to court. Luckly the judge saw his record and the case was dropped because yet again Ken was trying to rip off clients.

Les Goldstein has invested my aging Mother's money the last 11 years or so. I've always been very…read morehappy with him and his growing company. Very knowledgable, friendly, & talks in a way I understand. Also, her portfolio has done well, despite our conservative efforts. The investment strategy definitely fit her needs.

It's always a great experience with Krishna. That's because he listens to my concerns and then…read moreprovides excellent advice. I also appreciate the efforts he makes to stay in touch and provide feedback on the performance of my investments. I highly recommend trusting Krishna and his Edward Jones team to manage your investments and other financial concerns.

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.

Sarah is a goddess with money she turns it to gold. Use her…read morein this recession who can trust a Bank?

Just started with working Sarah a few months ago. Not…read moreknowing anything about investing, she took the time to sit down with me and show the ups and downs and what would be best for me and my future. She goes above and beyond by communications about other services EJ offers, but not a pushy sales person. Looking forward to working with Sarah more to plan for an early retirement.