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Wisconsin Parent

Edward Jones

Overview > Reviews > Very knowledgable and easy to talk to

I found out about Dave thru a friend and I was a bit hesitant to talk to a stranger about my finances. My friend had Dave's assistant give me a call to set something up. I came in and went over things but I wasn't ready at the time. I came back after several months of thinking it over. I wish I wouldn't have waited so long! Dave has helped me become financial secure and confident with my financial decisions. Dave not only does what is best for earning you more money but he also considers what you want and your level of risk. Thanks for caring and being patient with me! I would highly recommend meeting with Dave to discuss your financial needs.

Submitted on December 28, 2015