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“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).”
Investing
Investing
Investing
“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”