Edward Jones - Financial Advisor: James Gilbert, CFP®|ABFP®|AAMS®

Reviews

• VS

  Vicky Stormo

  Aug 8, 2017
  5.0
  Jimmy has been my financial advisor for over 15 years. He listens, takes whatever time you need, provides you options based on your individual needs and comfort level, and does his research to make sure you have all the details before you make a decision, without any pressure. He is able to explain your current and future financial status in a way you can understand. He stays in touch and updates you on your status as often or as little as you want. Over the years, as I gained grandchildren, retired and suffered the unexpected loss of my husband, Jimmy has been there, providing the time and other resources to get me through it all. He has set up college funds for the grandkids, helped me to find a probate attorney when I lost my husband, and helped me to continue down a positive and successful financial future. I totally trust him and have referred many of my friends and family to him, all who are extremely happy working with him. You can't ask for better.
• AY

  Amy yaeger

  Jun 30, 2017
  5.0
  Extremely knowledgeable, trustworthy, proactive, responsive, and dedicated to doing what's best for his clients. This is how I describe Jimmy (James) Gilbert as a financial advisor. I have been a client of Jimmy's for many years and recommend him to others without reservation. He takes time to understand my individual circumstances and works with me to ensure that I am on track to achieve my financial goals. He always ensures that I understand what we are discussing and backs all suggestions/advice up with evidence and opportunities for questions and clarification. As an educator I appreciate this approach. Jimmy and his team always respond in a timely and effective manner to my calls and emails. If you are looking for a financial advisor I recommend Jimmy (James) Gilbert without reservation.
• MT

  Maxwell Tang

  May 21, 2017
  5.0
  Excellent experience with Mr. Gilbert. I have the greatest amount of respect for this man. Trustworthy character, a mastery of all things financial, and a genuinely great person. I will be recommending my family and family friends to Mr. Gilbert in the future.
• DB

  Dawn Berry

  Aug 23, 2016
  5.0
  Jimmy Gilbert has worked with my parents, with me, and with my daughter for more than 15 years. His knowledge of the financial industry, his intelligence, and his manners are impeccable. Jimmy has the ability to communicate in a way that each of us, from my very investment-savvy father to my less-financially-experienced daughter, can understand. Jimmy earned our business with his knowledge, his consistent and fine-tuned advice, and his caring attitude. He's kept my family's business all these years with his integrity, and his investment advice has paid off over the years. My parents trusted him enough to refer me to him, and I trusted him enough to refer my daughter to him. I wouldn't hesitate to refer a friend or family member to him for savvy and sound financial services delivered with a true sense of caring about his client's long-term goals, tolerance for market fluctuations, and particular place in life. Jimmy has guided my family through my dad's best earning years, through my parents helping me with college, to me saving for my own daughter's college education; through my dad's retirement, through setting up my first IRA, to setting up my daughter's first ROTH. I know he'll still be around when I retire. Jimmy's had a consistent and meaningful supporting role in my family's life, and I'm so thankful for his patience, his stability, his dependability, and his steadfast advice. We have truly benefitted, financially and otherwise, from our relationship with Jimmy Gilbert and with Edward Jones.

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