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“We enjoy working with Dave, and appreciate his thorough, thoughtful and personal approach to financial management. He asked us the right questions to meet our personal needs. Then Dave gave us an explanation of the advantages and disadvantages of various choices. It's a pleasure working with him and we appreciate his valuable advice.”
“Been with Schwab since 1986. Easy to move money around with them; bill payer service is great, and although they only have one office in Albuquerque, it's centrally located and the folks there are always friendly and helpful. My account's always been online and self-directed, but if you have questions or need advice, it's always available at the office without an appointment. If you want to do investment banking, in addition to checking and savings, that's available, too.”
“Richard helped us purchase a home 10 years ago and another home recently. He assisted through the whole mortgage process and answered all of our question. He is the only person we will use! Very thorough, knowledgeable, and kind. Highly recommended!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I am so thankful for Alex Perkins and for Nancy. I live a long way away and I am so thankful my sister is working with them on her financial portfolio. They are kind, patient, and understanding. Alex is a true fiduciary, ensuring the best care for my sister. If you need someone to guide, cajole, and/or calm you down on your finances--call Alex Perkins at Edward Jones. He not only guides you financially, he is able to connect you with other resources you may need in the future. Thank you Alex and Nancy.”