-
April 2023 by Darek K
Andrew is very knowledgeable and always available for advice. He helped my wife and me with a setup of a retirement account. Looking forward to working with Andrew to grow our nest egg. Excellent partner and highly recommended.
-
October 2021 by Robert E.
I recently met with my financial advisor Andrew for our yearly planning and review. After a brief review 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.
-
September 2021 by Sharon Lynch
IRA, ROTH IRA, STOCKS, BONDSIf you need to open a stock portfolio for this tax year, Andrew can help you. He can also help you design a long term plan for savings for your retirement plan. It is never to early to start saving and no amount is too small early on.Andrew has years of experience helping people build wealth, plan for emergencies, children's education, future vacations. He is a brilliant strategist that has your best interest at heart.Call him today. You will be glad you did!
-
December 2019 by Jack A.
My wife and I are clients of Andrew and Edward Jones. I would I highly recommend Andrew to those looking 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.
