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Businiess name:
Edward Jones
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Review by:
citysearch c.
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Review content:
Kelly Mahmoud is an exceptional financial expert who my husband and I highly recommend! She understood that we were not familiar with the basics of financial planning, so she took the time to provide us with the fundamentals of investing. We discussed our short term / long term goals, and then Kelly provided an overall assessment of where we were today and what it would take to achieve our goals. As a result, my husband and I felt more educated and confident in determining the best financial plan for our family. We trust Kelly 100% and her knowledge/expertise has allowed us to focus on our families while she focuses on our investments. Kelly is very patient in answering all of our questions and she proactively contacts us to recommend other options as needed. When we moved out of state, Kelly didn?t miss a beat and continued to provide the same excellent service. All of our friends and family who now use Kelly are also very pleased like us! She is dedicated to helping each client achieve milestones he/she never knew would be possible. Kelly has become a wonderful friend and we couldn?t be happier with our investment decisions?thanks to her guidance and expertise!
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