Edward Jones - Financial Advisor: Gina A Betti, AAMS®

Alan B

I have been a client of Gina’s for over a year now, and I must say that I am amazed by the results of the changes we made to my retirement accounts and investments. I brought to her a Roth IRA and some individual stocks that I owned, all of which had performed pretty poorly after I tried to manage them myself. I was very risk-averse at first, and Gina helped me overcome my fears of the market by educating me on how investments work and how a person my age should have his portfolio set up. This allowed us to invest my accounts in such a way that substantial returns were seen quite quickly and I still felt comfortable. I learned that there is so much more to a complete financial picture than just stocks and retirement accounts. We have had numerous in-depth conversations about saving for emergencies, setting goals to pay off debt, and we even discussed estate planning and life insurance. She is always so cheerful when I call or email, and takes the time to make sure my questions are addressed to my satisfaction. She even reaches out to ME to make sure I don’t panic when market conditions change, or if she comes across an investment opportunity that fits my interests or personality. I also appreciate the hand-written “thank you” notes and other personal touches. Good service can be difficult to come by these days - especially, in my experience, from financial firms. Gina is the exception and has helped restore my faith in the industry. I refer everybody to Gina because I know she will take care of my friends, colleagues, and family as well as she takes care of me. If you’re still with me now at the end of this review, I suggest giving Gina a call now to chat about your investments. You will not regret it!

like

Report