2. The positive reviews for Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|AAMS¿ highlight the exceptional service and professionalism provided by Joshua and his team. Customers appreciate his knowledge and expertise in retirement planning and investment strategies. They commend his ability to create personalized plans to help clients achieve their financial goals. Many more...

Wealth Legacy Group®, Inc. has received overwhelmingly positive reviews from satisfied customers. One reviewer praised the expertise and experience of RJ Kelly, noting how he seamlessly integrates his knowledge into his analysis and advice to his clients. Another client highlighted RJ's patience and willingness to push for the benefit of his clients, utilizing data and wisdom ga more...

Positive reviews for Pacific Wealth Management highlight the company's professionalism, expertise, and dedication to their clients' best interests. Customers appreciate the team's ability to listen to their financial goals and design personalized investment strategies that align with their risk profiles. The reviewers trust Pacific Wealth Management to manage their portfolios an more...

Positive Reviews: Customers appreciate Schwab's excellent phone service, which takes care of all their needs and provides account support nationally. Schwab is seen as a fine place to entrust your money, although some reviewers mention having multiple account representatives that were young and short-lived. While there may be a lack of personal attention and quick responses to p more...

Positive Reviews for Mercer Advisors Wealth Management: Customers rave about the knowledgeable, helpful, and accessible team at Mercer Advisors. They have confidence in their life financial plan, from practice income to retirement investing. Clients appreciate the fantastic service and professionalism provided by Mercer Advisors for over 25 years. They value the company's commi more...