Edward Jones - Financial Advisor: Sofian Haikal, CFA®

Reviews

• WK

  William Kessler

  Oct 14, 2025
  5.0
  We’ve been working with Sofian for a couple years now. It's been a very positive experience, especially since we used to handle our own investments with Index funds. Wish we had been referred to him much earlier. Would be in a better financial position than we are now.
• CZ

  Carri Zoberbier

  Oct 14, 2025
  5.0
  Sofian is the best! We met with four different financial planners before going with Sofian are so grateful we did. He has not only grown our money, he makes sure he is clear on our financial goals and maps out how to get us there. He is responsive, wonderful to work with, and his senior office administrator, Roxanne is also a dream. You truly can’t go wrong with Sofian!
• TG

  terry gimenez

  Oct 13, 2025
  5.0
  Sofian Haikal, CFA, has had my confidence and trust for the last 5 years. He has provided excellent investment advice and has arranged helpful meetings to make sure my protfolio is on track to meet my financial needs and address any concerns that I may have about the current state of the economy and how that influences my financial goals and choices going forward. He is a part of my "dream team" of retirement advisors. I truly feel heard and understood by Sofian. He and Senior Branch Office Administrator, Rosanne Braithwaite have exceeded my expectations for responsiveness and customer service. My recommendation of Sofian Haikal, CFA, is given in complete confidence fostered by experience and is made without reservation.
• AB

  Addison Baker

  Oct 22, 2015
  5.0
  Sofian is great! He's very knowledgeable and has helped me with a personal IRA and set up a plan for my business. Highly recommended.
• AS

  Andy Sipes

  Feb 17, 2015
  5.0
  My wife and I each had a 401(k) leftover from another job. Since I do not have a lot of investing knowledge I decided to work with a financial adviser rather than try and manage those funds by myself. I was introduced to Sofian and he helped my wife and I create a financial plan for our future using those old 401(k) accounts as the base. He took a great deal of time and care to explain the in's and out's of Edward Jones, the company philosophy and even how the company (and his) commission is earned. I asked a lot of questions since I am not knowledgeable about the subject and he was very patient with me and explained things very clearly. After figuring out our risk tolerances, accounts were set up quickly and we are now investing a small amount each month for the future. This is all outside of our current company 401(k) accounts. I am very pleased with Sofian, his knowledge of investing and his overall service so far. I would recommend that anyone who has questions about investing for retirement should speak with Sofian.

Frequently Asked Questions About Edward Jones - Financial Advisor: Sofian Haikal, CFA®