Edward Jones - Financial Advisor: Jonathan Lien, CFP

Jonathan and team are incredible to work with. They make recommendations based on mine and my wifes expectations and goals and do everything possible to ensure we set ourselves up for success. I would strongly recommend anyone looking for guidance and a financial advisor, to speak to Jonathan.
Dec 3rd, 2023

My husband and I started so slowly and knew absolutely nothing and Jonathan lien answers every question so clearly and has done an amazing job growing our accounts. Hes great at communication and making sure theres no confusion with any funds. He isnt there to just make a dollar off you, he really cares about you making smart investments for your future. We are a young couple with two young kids and hes been a saving grace and so patient with us.
Nov 27th, 2023

Jonathan is always very knowledgeable and helpful whenever I have questions regarding any of my several accounts. He always makes sure to not just send me an email with updates, but he also calls me as well, and he is always available for in person meetings which I appreciate.
Aug 12th, 2023

Jonathans professional and friendly communication style make it a pleasure to discuss my investment options with Edward Jones. I would recommend him to friends and family.
Jul 17th, 2023

Jonathan has been my financial advisor for four years, and I highly recommend his service. His advice has been practical and sound, and he is always ready to explain my investments and accounts whenever I have questions.
Jul 11th, 2023