Edward Jones - Financial Advisor: Jeff Weller, AAMS™

Jeff and Susan work hard to help your future financial planning be what you want and need . They’re not magicians nor cannot control the stock market but keep you informed and help manage your retirement to reach and achieve goals.

Even though I'm 63, Jeff was my first financial advisor. He was recommended to me highly by a friend. I made an appointment just to open a particular type of IRA called a SIMPLE IRA. He not only took care of that superbly (spreading my $15,000 contribution to 3 different sources, each coming due in different years to spread it out - something I hadn't thought to do) he also made suggestions for an annuity I had and proposed a few other ideas. He is knowledgeable and took the time to listen to my needs. I never felt pressured - far from it. I can highly recommend Jeff and his assistant (I think she has a more prestigious title and she should - she is really on top of things) Susan.