Columbia, MO Financial Consultant

I have been a client of J.R.s for decades, and in every way I can say that his advice has always been excellent. His office is always the epitome of responsive, competent ... more

My wife and I have been working with Jordan for about a year, and our experience has been amazing. Jordan has invested time to get to know us on a personal level, which e ... more

Very friendly knowledgeable folks. I would recommend them highly. They know their business, and listen effectively too.

Stephanie was very knowledgeable and kind. I felt like I could instantly trust her.

Madalyn Gramke is my great, honest and easy to reach financial advisor!! She listens to our families goals when investing for us! She understands all our family dynamics ... more

Positive: Professionalism, Quality, Responsiveness

Travis Figg at Edward Jones in Columbia literally changed my life with his advice. His comprehensive retirement plan enabled me to retire earlier than I thought possible ... more

Ray has always explained things completely and I trust his judgment.

Positive: Professionalism, Quality, Responsiveness, Value

I met with Gina a while back and she was able to answer all my questions without making me feel like I was burning up her time. I appreciate the extra attention!

Very friendly and professional staff. Kristen really seems to care about her clients.

Jim was kind enough to interrupt his lunch break to help me with an account managed by another branch. He was extremely friendly and helpful!

Best guy ever for your financial needs! Personal, caring and treats you like family. If I could give him more stars, we would!

Will is an incredible financial resource. More importantly than just his skill regarding the markets is his ability to truly come alongside you and offer guidance all fro ... more

Joel was awesome and very helpful. My tax preparer recently passed away and I was forced to find a new one. I know nothing about preparing tax returns, hence the reason I ... more

I really love the Columbia Credit Union. I've been a member for more than 40 years! I joined way back when it was called the Columbia Municipal Employees Credit Union. ... more

The Trust Company is more than just a company you can trust with wills, retirement planning and trusts, they actually care about their clients more than anyone I have eve ... more

Joel Eisleben has been the answer to my CPA prayers -- a compassionate, experienced, and skilled CPA. I had run into some issues with my previous CPA, after having many y ... more

Someone give me the check and it came out scam check and they close my account not even try to work with the customer to solve the problem not even giving a warning be ve ... more

Greg Brockmeier is amazing at what he does. Not only stays up to date but ahead of it. Very trust worthy.

Will McWilliams is my financial planner at this office. He keeps himself abreast of financial trends in order to plan the best investment strategies. He explains his ra ... more

Owens Financial offers a unique investment product that offers the potential for upside gains while protecting your initial investment. I have been a satisfied customer ... more

Professional office. Worked with them for a year and a half now, very reliable and honest.

This review is purely my opinion and nothing herein is stated as fact: Bank of America "customer service" is truly beyond awful at every level. They're very clearly tryin ... more

Great company, incredible people!

I have worked directly with Alex for about 25 years allowing him to navigate my financial plans and learning from him as I now employ a more direct hands-on investment st ... more

The employees are very nice at this location

Theyre about as close to a pyramid scheme as you can get. Highly discourage anyone from doing business with these crooks. Id rate them 0 stars if I could.

Primerica Financial Services was named trustworthy? HA! I saved 10% of my pay from 1983 to 2004 into the federal thrift savings program & after retiring I was encoura ... more