Edward Jones - Financial Advisor: Connor Poettmann

I have worked with Max for years, was actually directly referred to him from my previous financial advisor when moving from Hawaii to Colorado 10 years ago, and I've been thrilled with the partnership from day 1. He is easy to talk to, helpful and supportive, great at what he does, and very responsive. We've had great results from working with him, and feel prepared for whatever the world has in store for the future.
Nov 1st, 2019

I've been to a handful of financial advisors in my life. Each had their own qualities that I liked. But, ultimately, the advise didn't complete my family's situation needs. Max came over and took the time to listen to my concerns, really listen. I laid out all my cards, including some of our biggest financial worries. He took very detailed notes, and verbally summarized our conversation, just to make sure he had established our specific needs. He had some immediate advise, including overcoming a mental barrier I had concerning student loan debt. In addition, he had some homework for me, with some follow-up accountability. I've since then learned that Max can take you from the absolute basics of money management, monthly budgeting, and help you establish exactly what goals you have. In fact, he insists that you establish why you have the goals you do. He doesn't settle simply for, "well, because I want more." He then finds an investment vehicle to help you accomplish your specific goals. Debt reduction, kid's college, business growth, Max can help you get there. And nicely enough, he's not pushy about what products he offers. He simply lets you know about what's available, and provides as much detail as you need, in order to make an informed decision. After our initial talk, my wife's words were, "Wow! I really like that guy! You should take his advise." So, do me a favor, take my advise, and spend some time letting Max know what your financial situation is. If needed, he'll take you from the basics. If you've got a great portfolio and you're already a savvy investor, he can still help you. Thanks Max!
Jul 19th, 2016