Edward Jones - Financial Advisor: James T Stevenson Jr

Reviews

• JG

  Jac Generalli

  Apr 13, 2023
  5.0
  I hired James as my financial advisor and I have to say, he exceeded all of my expectations. From day one, James took the time to understand my financial goals and created a personalized plan to help me achieve them. He was incredibly knowledgeable about the products and services available to me and was able to answer all of my questions in a way that made sense. One of the things I appreciated most about working with James was his transparency. He was always upfront and honest about the risks associated with different investments and never pressured me into making a decision. He truly had my best interests at heart and was committed to helping me make informed decisions about my money. Thanks to James, I have seen a significant improvement in my financial situation. He has helped me make smart investments and manage my money in a way that aligns with my long-term goals. I would highly recommend James to anyone looking for a financial advisor who is knowledgeable, transparent, and genuinely cares about their clients' financial well-being.
• AO

  Andy O2R

  Apr 13, 2023
  5.0
  As someone that has had a financial advisor since I was 20, I have never experience one as thorough and communicative as James. The finance world has many ups and downs and the most important part about getting through it all without pulling your hair out is communication. I highly recommend James and his team. If friendliness, honesty and communication is important to you, then you won’t be disappointed.
• BL

  Ben L

  Dec 6, 2021
  1.0
  Big OPEN sign. Yet after 3 stops during business hours...door is locked and nobody answers the phone.

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