Edward Jones - Financial Advisor: Nicholas B Loveless, AAMS|CRPC

I'll start by saying , I'm not knowledgeable in finances, AT ALL, so I need alot of understanding, information and patience in my advisor. Well I FOUND HIM!!!! . Nick is super!! Smart, Knowledgeable, awesomely efficient, completely thorough and just a real savvy guy. Ask about a stock, bond, Mutual Fund ect.. and he goes to work investigating ALL aspects of the stock you asked about. AND questions, well he loves questions, so ask away. He IS on the ball and has helped us build a very nice retirement account. And is now guiding us through the transition of RETIREMENT and all that entails. He's a go getter, that always has the time to answer my questions about any and everything( which is most stuff) I don't understand with the patience of a saint. So if your reading this, YOU must be looking, for a AWESOME Financial Advisor, look NO further!!!. Just give Nick a call, have a chat and see what I mean. You'll be really glad you did!!!!
Apr 8th, 2022

Didn't really like Craig Condie. My mother passed away for months ago and I've had to go through rigorous legal things to go clear through her estate so I get here and a Craig Condie and I just want some encouragement somewhere that my lists are getting smaller, and he told me that I needed to transfer my name to an LLC with my name only and not my mother's name on it or I would have trouble selling my house . And that really upset me because it's not his specialty real estate and llc's so he got me all worried for nothing. I told him my attorney would have told me if there's anything wrong by now. And it just kept repeating it that I should check it out and make sure I can LLC in my name I mean I don't know if he even knows that he's really inappropriate to give me advice on real estate and llc's last my attorney's job so we worried me for nothing when I already had a million worries on my mind. He also didn't tell me the cost for opening an inherited IRA was going to be $45 and he also didn't tell me it's going to be $100 a year because it's an inherited IRA he's putting me in and he also didn't tell me there's $100 fee for closing then here at ira out. So he had me do all of this before he told me the cost what the cost we're going to be so that's okay that's $245 she just took out of my my mom's inheritance transferring into a so-called inherited IRA with my name on it. All I can say is that made my beginning of my day very very sour. I didn't talk to my attorney and he said Craig Condie was way out of line to worry man like that because I am the owner and manager of the LLC Craig Conti had no right to give me any kind of legal advice to make me worry so much so that was a very sour day.
Jul 17th, 2021

Simply the Best! Go see Nick! You will be glad you did!
Aug 2nd, 2020

I've had nothing but positive experiences with Nick. I'm a CPA and so I have a lot of interactions with financial advisers, often trying to convince me to sell my clients on a new financial instrument that will rake in high commissions. Nick has never done anything like that. I've always felt that he has the best interest of his clients at heart and he doesn't make recommendations based on the commission coming to him. That's why I refer clients his way and have my personal IRA with him.
Apr 13th, 2019

Nick is a great advisor, friendly and will do all he can for you. We've become good friends.
Sep 24th, 2018