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November 2021 by Jeff
Very trusted advisor, Brian has done an amazing job for my wife and I.
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November 2021 by Jennifer T
Very helpful and patient with all of my many questions. The office is extremely friendly and efficient as well.
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November 2021 by Katy Sumrow
Thanks to Els my portfolio increased by 20% within only a few months!
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November 2021 by Nancy Anderson
Brian and his team are top-notch! My husband and I have learned and benefitted from Brian's financial advice for the past several years. We greatly appreciate his knowledge and steadiness throughout the ups and downs of the economy as well as prompt service and response to questions!
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November 2021 by Pat Curr
Brian is very knowledgeable and a great listener! He took the time to assess my specific needs and explained every detail to me. When I left his office, I felt confident and secure in my financial future. Excellent service and staff. Highly recommend!
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November 2021 by Jim Willis
We have trusted Brian Sumwalt for several years, and he always comes through. He cares about us and works hard to help us with our goals - and he is effective. His advice and counsel is always wise. We highly recommend Brian and his staff. They are super.
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November 2021 by KEVIN ABBOTT
Brian Sumwalt and team provide individual care that I haven't encountered with any other financial service. I have worked with five other big name investment firms, and I have stuck with this branch of Edward Jones because they are always available to provide the service I need, answer questions, educate me, and most importantly, they created outstanding returns for my investment accounts with our individualized plans.
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November 2021 by Kirk Arnold
My wife and I have been clients of Brian for years and think he does a great job for us. He keeps us very informed and helps guide us with many financial investments.
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November 2021 by Ronald Melvin
Brian and his associates always are always willing to answer questions and provide helpful guidance with understanding investing and realizing financial goals. My wife and I respect his commitment to his profession and to helping his clients!
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November 2021 by Mekki Kabbadj
Els Bunkens has been an amazing FA for me since the first day we met. She is extremely knowledgeable thanks to her wide experience in the field but what impressed me the most is her capability to think out of the box to bring innovative and tailored solutions to my needs.
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November 2021 by Jenny Boyd
I can not say enough good things about my Financial Advisor, Els Bunkens. When it comes to money, you need someone that will be there for you and look out for you, and this is what Els offers and so much more. I am so glad I found her, and my outstanding return on my investments does too.
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November 2021 by Todd Fabry
We are a little late in our retirement planning. After sitting down with Brian on a couple of occasions we created a plan for us to reach our goals. Using the talents and knowledge that is available to us we are steadily climbing that hill.
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November 2021 by Edward Dawson
Brian Sumwalt and staff are professional, courteous, and set our minds at ease during those tumultuous economic moments - as well as level headed during those high-yield moments. We don't make a financial decision without him.
