Edward Jones - Financial Advisor: Emil Rotaeche

Reviews

• JA

  James Atwell

  Apr 18, 2023
  5.0
  Emil has been our Financial Advisor for many years now. We have multiple retirement, investment and education savings accounts with him. We continue to trust him and grow our accounts with him because of his hands on and attentive approach to our investments. He is very responsive and willing to talk through different strategies with us when we have questions or ideas. His knowledge of the financial market(s) and his down to earth approach really made us confident in choosing him when seeking an advisor. I would highly recommend him to anyone looking for a trustworthy, experienced and approachable advisor.
• AC

  Alex Cavalieri

  Apr 14, 2023
  5.0
  Emil has been a great advisor and friend for the past 2 years. He is very personable and down to earth and cares about and is very involved in the community serves. I would highly recommend him to anyone looking for a financial advisor.
• GH

  Grace Hopper

  Apr 12, 2023
  5.0
  Emil is phenomenal to work with- He is a wealth of knowledge in the financial planning industry as well as a leader in the field. I highly recommend working with him.
• SC

  Sean Campbell

  Apr 12, 2023
  5.0
  Emil has been my FA for many years. He is always available for my calls and makes time whenever I need him. He is extremely knowledgeable and always willing to give advice as if it were his own money he was investing which says a lot about his integrity. I would and have recommended him to friends and colleagues.
• MM

  Michael Miranda

  Feb 14, 2022
  2.0
  About 1yr ago I went in to discuss some options. I was told it’s super easy to call and discuss your plan and how things are growing. The service was great, I’ll give it that. But I was looking for something that was easy to deposit funds (it is) and easy to speak to someone with questions. That’s where the issue is. In the beginning I called about 3x trying to reach Emil about my portfolio as I was just getting started. Each time a rep told me he’d call me back and I never received call back. This was over 6 weeks. Clearly I could drive up there, but I work during the hours they are open so it was a pain. I sent a few emails and still never heard back. Since then I’ve deposited about 20k (small to some I know) into another spot and I’m happy with it. I plan to keep putting money into this other place as I have more control and when it comes to finances, a call back would be nice. I even called 2 weeks ago and same story. My concern was I had only thrown a few hundred in to get started and had some questions before depositing more, but once my account was open it appears to be a pain to get a hold of someone.

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