Edward Jones - Financial Advisor: Melanie S Ochs, CEPA®|AAMS®

Reviews

• MM

  Mary Myers

  Jul 19, 2022
  5.0
  Melanie Ochs is very knowledgeable and takes your financial well-being to heart. I needed an advisor who was not afraid to be straight to the point, up front and not beat around the bush. She met my every expectation and then some. I recommend her to everyone I have financial conversations with.
• DB

  D Butler

  Feb 2, 2021
  5.0
  When you decide to make an investment in your financial future, you are handing someone your entire life. I was not willing to trust that to just anyone. Melanie Ochs took the time to know me, my story, my family, and my financial goals. She made sure that I understood my investments and although I had many questions, she made me feel like I was her only client. Melanie is professional, encouraging, knowledgeable, and trustworthy. She loves what she does and it shows in her impeccable commitment to excellent service. I am comfortable with handing her my entire life!
• AK

  Aiden Kaskela

  Dec 10, 2019
  5.0
  Melanie is a fantastic advisor and I wish I had been using her years earlier. I left my job to start my own business and was lost when it came to personal planning. Melanie helped me figure out what to do with my old 401k (and it's performing a lot better than before I moved it), I'm saving again for my retirement, she's helped me plan for a new house, and even helped me figure out how to handle health care now that I have my own business. I think I have fairly complex needs and Melanie has been an invaluable partner with all of them. I couldn't recommend her enough. EDIT: Since my original review, Melanie has helped with establishing 529s for my kids and facilitating a new 401k program for my company. She's 100% amazing!
• TH

  Trinnie H

  Jun 13, 2019
  5.0
  Melanie is absolutely wonderful! She is patient, very knowledgeable, and honest. She shared information and advice with my husband and I in a way that was easy to understand and enjoyable. She's relatable and comprehensible in a field full of info that can be daunting and intimidating. Highly recommended!
• SB

  Shannon Beck

  Aug 30, 2018
  5.0
  Melanie has been great! She is a full-service broker that has the best follow-up of any broker that I've had. Flexible, thoughtful, and she really does her homework to look for solutions that are appropriate for your circumstances.

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