Edward Jones - Financial Advisor: Beckie Garvey, CFP|ChFC|CEPA|AAMS

Feb 28th, 2023

We have been working with Becky for about two years now. We were approaching within a few years of retirement and were referred to her by good friends of ours that had been working with her for five years at that point. Our friends had recently retired themselves, so they knew what we were going through. At first, we were somewhat wary of the relationship due to the one review that was available on google, at the time, but we gave her a shot anyway since our friends insisted that she was wonderful. They were right! Becky has been such a blessing to our family. We had done a good job of saving, but never worked with anyone or invested outside of our 401s. Becky was patient with us as she explained how different investments worked and what they cost, as well as tax considerations. Ultimately, we chose to go into a fiduciary fee based account that we had flexibility with. She helped us gather and organize our financial information and determine our retirement income strategy. We know Becky has our best interest in mind. She has helped us so much during this time of the COVID19 pandemic. We were really worried at the beginning, but Becky held our hand through it. We are so thankful for her and Amy (Becky’s office assistant). -Linda and Rick J
May 24th, 2020

Becky is a fantastic financial planner. We have been with her over 6 years she is like a part of our family, along with her secretary Amy . When ever there is something going on with the stock market we can plan on an email giving us an update on what is going on and reassurances that our investments are ok. She not only helps us to look behind on what has happened but is watching ahead for us as we go into different phases of life. My husband lost his job and she was right there encouraging us and helping us to make the right decisions. We are encouraging our twenty something's to have Becky help them as they plan for their futures. Becky always has our back it is not just a job for her
Nov 13th, 2018

Rebecca is a fantastic financial advisor who takes the time to understand your personal financial and life goals, and, is someone who personally cares about her clients success. She is educated, dedicated to her clients, and, I have had great experiences in working with her. If you want a top tier Financial Advisor, then I would recommend working with her! 20 stars!!
Aug 12th, 2018

Asked to be put into no-load funds for my IRA and said that I trusted her judgement--wow, I was wrong. I looked at my statement and found out I was almost exclusively invested in Class A shares with 5% front-end sales loads. 5% of my money gone, in an instant. After other fees (high expense ratios and 12-b1 fees), less than 95% of my money ended up being put toward my retirement, which I think is downright unethical considering you only get so much money to put in a tax-advantage account like an IRA each year. This means that the stock market has to go up OVER 5% from the time you invest just to break even. No wonder why there is new legislation regarding retirement account advisors. Needless to say I did a little research, found a much cheaper way to invest and left Edward Jones behind.
Feb 14th, 2017