Edward Jones - Financial Advisor: Cari Lamontagne

Joe helped explain life insurance in a way that made sense for the first time, and I've spoken with a lot of people in this industry before. Also already one of the nicest guys I've met. Highly recommend a conversation with him if you have any question or concern about any financial/investment issue
Apr 7th, 2020

This past year I changed jobs, but still had my 401(K) with my previous company and no idea how to even access it, much less what to do with it. On top of this, I had a mutual fund with a company that has changed names so many times since I first started that I can't remember any of them and only spoke to the newest guy managing it twice, ever. I am hopeless when it comes to all things financial, but Joe helped me move all my investments over. He basically held my hand through all of it, which was a great comfort to someone as inept as I am. He's also kept in touch as he notices new ways I might benefit from other types of accounts and is always sure to explain them in terms I easily understand. If you struggle at all when it comes to managing your own investments, I highly recommend someone as professional and as knowledgeable as Joe!
May 29th, 2021