Jones Edward Ltd

We have been with Scott for about 2 1/2 years now. Scott does an excellent job at explaining the options and the potential ramifications. We are retired and withdrawing monthly. We are very happy with the portfolio performance and especially the communication level. The plan that Scott has us in we really love. The flat fee option where Edward Jones cannot get a commission on what they sell you is an excellent option. I know that the only motivation is the benefit of the portfolio which is comforting.

I have had an account with Scott and Edward Jones for going on near a decade now. I try to make it a point to check in on somewhat regular annual basis just to get a financial read on where I am with retirement. I suggest you do the same! Of course you can do it all yourself and it's not difficult per se but I continue to come to Scott because he answers all the questions I have regarding related matters such as pensions and the like.

He went over communications I got with them and called them on my behalf while I was there, asking relevant questions that I would not know to ask and then proceeding to explain it to me in a concise and easy manner. Thanks!

We have been with Scott a short time but feel we can trust him. We are very pleased! Our last Edward Jnnes Advisor was so busy making changes and being seniors we feel he took advantage of us. Scott has given us confidence again and we can sleep at night. He has a lot of happy clients.

Scott has been my Financial Adviser for about a year now. When I left my company of 11 years I took my 401k with me and had no idea what the best plan of action was for it. He took the time to explain my options to me in extreme laymen's terms as finance has never been my forte. Of course, knowing at least the minimum of information can be crucial and I have Scott to thank for teaching me what I now know.

His assistant, Rachael, is fantastic as well. She is usually the one to make my appointment then follow up to confirm and always does it with the utmost kindness. The two of them make a great pair in this Edward Jones office and I am happy to recommend them to anyone in need of their varied services.

I have used Scott both for my own personal finances and also for some of my clients. He has helped me with my tax planning when it comes to investments, and he also works with a number of other professionals that compliments what he does. When it comes to your money, you have to use someone you can trust entirely, and Scott is this person. I had questions on if it would make a difference for me to be a S-Corp or a sole proprietor and he showed me how setting up a S-Corp would give me more opportunities to put money away for the future. I am very happy I was introduced to Scott and I feel secure in that my money is being handled by a very professional financial planner. Thanks Scott!

Thank you for everything Scott. I wanted to switch my life insurance policy to Edward Jones. I had moved a couple of times and had trouble finding my paper work for my existing life insurance policy. All I had to do was tell Scott the name of the company and he worked his magic and was able to get me a better policy for half the price. Thank you for looking after me saving me money. I can really trust Scott.

Scott Patterson is phenomenal because of the way he explains the rather confusing topic of financial planning. I'm self employed and I get lost on how his services are intertwined with what my CPA does. Scott works closely with my CPA, where my last Financial Advisor did not. His down to earth approach not only made it easy for my CPA to work closely with Scott, but it literally saved me thousands of dollars with smarter tax planning. Moreover, I now have a solid grasp on what my Financial Advisor does rather than being left in the dark. I can now focus my time and energy on making money knowing someone I trust is saving it for me properly.

Scott is a very friendly guy who makes you feel welcome when you meet him. Scott will be the one to help you put your money to work for you. Very educated & knowledgeable person. Call Scott for your financial needs!

Scott is a professional who cares. From the minute you meet him, you understand that he is there to help you get where you want to be. He can help you set your goals and create a plan to reach them. He brings in other professionals from the industry to educate his clients so they have the best knowledge available. I would highly recommend Scott!

Contractors like myself are not always the best at planning for the future. I sat down with Scott and said, " This is where I am." "This is where I want to be in a few years." And he said, " These are your options. And this is how I can help you achieve that goal." Now I have a plan for the future! Perfect!