Edward Jones - Financial Advisor: Steven J Fortune, CFP

Melissa Bosstick _{on Google}

Feb 29th, 2024

Very knowledgeable, and can help you retire before you are too old.

Teresa Keller _{on Google}

Mar 24th, 2023

Steven is a most impressive person. Since meeting him, I have been so impressed with how excited he is about investing. Very perceptive and caring when dealing with my investments. I felt he wanted to know ME and my goals and not just about how much I had to invest. He has done a great job with my investments so far and makes a point to check in with me regularly to either recommend changes or to inform me when the market is changing. I appreciate him staying on top of things for me. I would recommend him to anyone looking for a financial advisor.

CJ Hogan _{on Google}

Jun 28th, 2021

Smart, Professional, Caring, Responsive and advises his clients well. If you want a financial advisor who is great to work with and is dedicated to his clients financial well-being, Steven is your guy. Highly Recommend Steven!

Maureen Pirog _{on Google}

Apr 28th, 2021

Steve is very responsive to all inquiries, helps troubleshoot issues and helps rebalance my account regularly for tax purposes. Aside from that, I really like and trust him. Also, he is younger than I am by a lot which means that should my mind get fuzzy, hell still be sharp!

Ashley Thurman _{on Google}

Apr 28th, 2021

Jason was great to work with. He was an excellent listener and provided sound advice for planning our future. He listed several steps we could take to better our financial situation and helped prioritize our to-do list into small, realistic goals. I highly recommend working with Jason!