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February 2024 by Jake Lohser
Dale and Jackie are amazing , great advise and follow up , has done great w our portfolio , wouldn’t hesitate to refer !
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February 2024 by Peter Mihu
Dale manages our money and has all our trust. I've referred my sister, brother, daughter, brother in law and a few of my best friends. I like that he returns calls and that he reviews our account on a regular basis. He also manages our grandkids 529 plans for college.
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January 2024 by Paige Schiller
I’ve had the opportunity to get to know Dale on a personal level through a networking group and can say without a doubt, Dale is one of the kindest, honest, most hard working people I know! I really enjoy how Dale approaches business, as a friend and confidant rather than throwing numbers at you or making you anxious as most do. Dale is wonderful to work with! I highly recommend!
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January 2024 by Erik Swain
5 Stars for Dale Braun at Edward JonesI cannot recommend Dale Braun at Edward Jones highly enough! His unparalleled dedication and expertise in managing not just my family's financial needs – including our retirement and trust investments – but also the financial intricacies of my business, have been nothing short of exceptional.Dale has been a pivotal figure in shaping the financial health of my family and business. His personalized approach, coupled with his deep understanding of the financial landscape, has been a game changer for us. He's not just an advisor; he's a partner in our financial journey.For my business, Dale's insights have been invaluable. He helped us set up and manage retirement plans, which played a crucial role in attracting and retaining top-notch employees. His strategies are thoughtful, comprehensive, and tailor-made to suit our unique needs.But what truly sets Dale apart is his personal touch. He's always available to answer questions, provide guidance, and offer reassurance. His commitment to our financial well-being has given us peace of mind, knowing that we are in capable hands.In short, if you're looking for someone who can handle your financial needs with professionalism, care, and expertise, Dale Braun is your go-to person. He's a true asset to Edward Jones and to all of his clients.Thank you, Dale, for everything!Erik SwainFrontgate RPD limited
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August 2021 by Dan
Dale is great to work with. He is extremely professional and thorough and I wouldnt hesitate to reccomend him. I'm sure our investment is nothing compared to other clients but I've never felt like we have been treated differently because of that. And most importantly we always make money!
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March 2021 by Dan B
Dale is great to work with. He is extremely professional and thorough and I wouldnt hesitate to reccomend him. I'm sure our investment is nothing compared to other clients but I've never felt like we have been treated differently because of that. And most importantly we always make money!
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May 2020 by Deb Bradt
Dale is exceptional at his job and always puts the needs of his clients first. We are so grateful we found him. He was referred by a neighbor of ours who has been working with him for many years with a lot of success. His assistant Jackie is wonderful and so patient too. We know we are in good hands with Dale, even during this unprecedented times.
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May 2020 by Andy Wyatt
I met Dale a number of years ago. We have used him to set up a retirement plan for our business. Dale has been a great asset for us and our employees. He is a fair and reasonable person to deal with. Highly recommended.
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September 2019 by Kelly Danko
Dale is so knowledgeable and took the needed time to go over every detail with us. I'm confident he is looking out for our best interests and is helping us prepare for our future. I would certainly recommend him. I have been a client for many years. His character and understanding make him stand out in a sea of people looking to handle your investments.
