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Finance Advising reviews in Taylor

  • A
    EDWARD JONES
    Joe Brown is a listener and a great communicator. That was the first thing that impressed me about Joe Brown. Joe was very low pressure another selling point of his. I had been with another Planner and eventually switch to Joe, because of his follow up and his communication with me about my financial future. We sat down several times to talk about what and where I wanted to go, and he listened and noted where I was in my life. Joe has stabilized my financial life as my everyday life changes. He follows up sometimes to ask questions about a financial matter, sometimes just to see how I am doing. I like that; it gives him a little insight as to my needs. Joe does a quarterly evaluation with me so I can see where I am and we talk about where it needs to go. What I like best is that Joe began outside the financial world, thus he knows how the real world works, its not all dollars and cents, but he does a great job watching out for mine.
    - RAJ N.
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Financial Advisors in Taylor

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