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“I have had the pleasure of working with Elda Castillo as my financial advisor at Edward Jones, and I couldn't be more satisfied with her services. Elda's expertise and dedication have been invaluable in helping me plan for my financial future”
“I am a long-time CPA, so I know. This is a top notch CFP firm with deep knowledge and complete, personalized service.Make sure you go to David Barnes and Drake Barnes, not some other Ameriprise unit.(No disrespect to the others. My experience has been simple with most, but, the Barnes' have flawlessly executed solutions with serious complexities).”
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“Been a customer since 2019 they made my taxes and they said it was gonna take 2 weeks but I got it in 1 week and half yes they are very respectful and they make sure you dont leave the store with concerns...”