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Finance Advising reviews in Saint Peters

  • A
    Edward Jones
    Holly came to our door on a sweltering day several years ago and handed me a business card and introduced herself.  I was impressed with her "get up and go" because she was actually going door to door on such a hot day.  We ended up talking for quite a while, and I liked the fact that she obviously knew what she was talking about and I also liked her personally.  I took her business card and my husband and I made an appointment to sit down with her and discuss our financials.  She came to our house after we had put our daughter to bed and laid out a comprehensive plan for our future.  My husband is quite difficult to please when it comes to this kind of thing.  He is a tax attorney and very, um, number-oriented!  We had a meeting with someone a few months before we met with Holly and it was not a love connection for him!  We did not use that person's services.  Anyway, even my husband was impressed with Holly.  He had previously researched a college plan for our baby daughter.  Holly gave us feedback that caused us to actually invest in a plan in a different state that would better suit our needs, which we didn't know was an option.  She has given us very sound advice during these tough financial times, and our investments have fared quite well when compared to the market as a whole.  She calls often to check in- and if there is something she wants to tweak in our portfolio's allocation, she will call and recommend it.  I am very happy with her level of knowledge, her thoroughness and follow-through, and her attention to detail.  I also like her a lot.  I would highly recommend Holly.
    - KRISTEN H.
  • A
    Ameriprise Financial Services Inc - St Louis
    - Jean B.
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Financial Advisors in Saint Peters

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