Financial Advising in Lafayette, IN

“Highly skilled! Some places are good if you have a 200K 401K and some are good if you have 6.8M in investments, this place is great for both! Jon took the time to explain the how and why along with the fee structure. Knowing what I'm paying for the service was very helpful. I've been with other companies in the past where the fees were all hidden so I never really knew what I was paying for. ....and I learned what having a Fiduciary work on your account rather than "just a guy" meant. If you don't know that term, you need to. Thanks again!”

“I have been investing with Edward Jones for 20 years. I have worked with 4 different Edward Jones representatives, and Jason Cantrell is the absolute best I have dealt with. The reason I have been through 4 reps is I started investing at one un-named branch, but my meager account was transferred to a new rep on the East side of Lafayette. I was told at the time (about 16 years ago) that was done to help brand new people get started. I got great advice from my new guy, but he soon left the company for greener pastures. The guy that replaced him only lasted a couple of years, and then he moved on. By that time, a trusted friend had told me about Jason, so I moved my account there. It's been smooth sailing since. Jason has consistently delivered good results, and it's evident he's in for the long haul. I can't believe someone left a one-star review solely because she got a piece of marketing mail. For me, Jason has always delivered 5 star service.”