Edward Jones - Financial Advisor: Tricia Pujos-Michel, CEA®|MFA-P™

Reviews

• CP

  Carol Perkins

  Dec 4, 2021
  5.0
  What I really appreciate about Trish is her sincere, welcoming, and down-to-earth character and manner. I felt a real connection with her. She was very patient and really took the time to understand my current situation and then provided several options as to what I could do now, to enjoy a worry-free retirement. Before I saw Trish, I was so confused about the many, many investment options available. I didn’t know if stocks, bonds, mutual funds or one of the many other options would work for me. I’m not a huge risk-taker. Trish understood that from our initial discussion. She has extensive knowledge about all of the financial alternatives and very patiently explained them in a way I could understand; why some options would work for my own personal circumstances, while others would not be a good fit. This is one reason that I feel I received very good value for my money. Whenever I asked banks or other institutions for advice, no one took the time to explain things me to in such detail, to ensure I understood what products were being recommended for me. I did not feel pressured by Trish at all to make any decisions right away. She gave me the space and time to take away the information and read it on my own but was always available to provide answers to the many questions I had in the meantime. When it came time for me to decide, I felt I had a full understanding of the options I chose. Working together to implement the plan left me feeling confident I would reach my goals. I very much enjoy working with Trish and would highly recommend her to anyone who is looking for an honest and knowledgeable friend and Financial Advisor.
• AM

  Amanda Stevenson McLaughlin

  Nov 30, 2021
  5.0
  When I began my financial planning journey I was overwhelmed and nervous because I didn't understand anything about it. I met with Tricia Pujos-Michel and felt silly asking her so many questions (often repeatedly) as I just couldn't wrap my mind around it all! Each time we spoke she was patient, kind and little by little I began to understand how the process worked. She listened to all of my concerns, worries and future goals.  She never once pushed me to make any decisions and offered me advice on how to make decisions based on my personal goals. 5 years later I feel empowered and secure with my financial decisions and know that because of Tricia, her knowledge, kindness and patience I have absolutely made the right choice by entrusting my financial planning with her! I have recommended her to all of my family and friends and recommend her to anyone looking for sound, honest and secure financial planning.
• AK

  Alina Killough

  Nov 25, 2021
  5.0
  Tricia is amazing. She’s very responsive and dedicated to her clients. At anytime you can call and you will get her professional and yet caring advice. I can honestly say that I have no future worries with my investments in Tricia’s hands - and even through these tough times, my portfolio had great growth! Anita is a breath of fresh air! When you walk into the clinic you are greeted with nothing but smiles and warmth. The atmosphere is business chic with a modern barn decor twist. 5+ stars all the way. Thank you ladies.

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