Edward Jones - Financial Advisor: Natasha H Palmatier, CFP®|AAMS®

Natasha is fantastic. Very knowledgeable and the whole office treats you like they work for you. I highly recommend her.
Mar 22nd, 2019

What qualities are needed to become a great Financial Planner? Want Answers27 13 ANSWERS 27 WANT ANSWERS 2,375 VIEWS EDITS Andrew Neligan Andrew Neligan Integrity. Putting me and my financial goals first. Transparency of charges. Technical knowledge. Listening to what I'm saying. (explicitly and implicitly). Long term, relationship driven. Not short term, sales driven. Approchable. This is my financial advisors accurate resume. What's not on the list, are the support staff my advisor, Natasha, surrounds herself with. Natasha is a genius. She put the face and voice of her office, Lisa Bizzel, on her payroll. In all my years, I have never had the pleasure of interacting with such a accommodating, pleasant person. She has the utmost integrity and has that rare character that we only read about in fairy tales and are fortunate to encounter too few many times in our lives. Both Natasha and Lisa will be at the top of my, 'my most influential people in my life' list ... If I make a list like that for any reason. Thank you to both of them for managing, enriching, improving and just being in my life....I never write reviews ...In 39, (40 shhh), years, can't say I've ever had a review worth giving . ...til now. Sincerely, Cristiana
Jul 19th, 2015