Edward Jones - Financial Advisor: Mark Mellon, CFP®

Reviews

• RM

  Richard Miller

  Feb 25, 2021
  5.0
  We have worked with Mark for 15 plus years.. He listens to us and our goals and builds our financial plan around that. His office staff is professional and personable. With Mark's attention, our retirement goals have been met which has made this time of our life more enjoyable. Thank you Mark!
• TR

  Teresa R

  Jan 31, 2021
  5.0
  I have consulted with several financial advisors for nearly 40 years. My husband and I have been with Mark Mellon and his team for around the past 15 years and they are by far the best in the business. They have helped us, our parents, our children, and friends navigate the complexities of financial planning with the ease of learning how to drive. I’m amazed at how he can explain complicated ideas in a way that makes so much sense. When my parents needed long term care and proper estate planning, they were there for us every step of the way. They made that whole difficult and painful process so much less daunting while showing support, compassion, and sympathy at the same time. I will be forever grateful. They are assisted with equally qualified partners in matters of law for wills, trusts, estate planning, and future healthcare needs. We feel we have crossed our T’s and dotted our I’s to address events that could possibly cause our hard-earned savings to vanish. Even as we moved south after retirement, they continue to provide the same quality and level of support as when we lived just down the street. Trust is not something I give away freely especially when it comes to finances. We feel incredibly fortunate to be partnered with Mark, Lisa, Mary and their whole team that has helped our retirement dreams come true. They are trustworthy, professional, knowledgeable, and attentive. I highly recommend them for all of your financial planning needs.
• KB

  Keri Biggins

  Jan 21, 2021
  5.0
  We have enjoyed working with Mark and his team and highly recommend them to anyone with any looking for a financial advisor. His team is friendly, helpful and knowledgeable. Mark listens to your life goals and helps you plan accordingly. He takes time to meet with you to show you your financial plan but more importantly, explain it to you so you understand it and can make informed decisions. This Edward Jones team is a great match for us.
• DK

  Doug Keadle

  Nov 28, 2020
  5.0
  My wife and I have been with Mark and his team since 2006 - just after I retired and my wife followed shortly. I had been with other financial advisors and tried on my own, but I'm glad to have Mark and Lisa and Mary now looking after us. No high pressure, just solid returns. I feel confident our finances will outlast our retirement years. Added June, 2022: Congratulations to Mark and his team for being named among the 2022 Forbes Best-in-State Wealth Advisors. Well deserved honor. Added November 2023: Just had our yearly review with Mark and we continue to be well satisfied with our Edward Jones investments and have high confidence in Mark's advice.
• DD

  David DeFazio

  Aug 4, 2020
  5.0
  It is difficult to express just how impressed we have been with Mr. Mellon’s treatment of our family's finances. His advice has been thoughtful and timely. His staff is responsive and friendly. What peace of mind it is to know that he’s looking out for us. Thank you Mark.

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