RYAN T ROBERTSON - EDWARD JONES
Ryan T Robertson has been an Edward Jones financial advisor since 2012. RYAN T ROBERTSON - EDWARD JONES is one of the Three Best Rated® Financial Services in Richmond, VA.
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I met Ryan through a friend at dinner. I was expecting a hard sell but Ryan and Justine and I think Tammy was friendly no selling. I asked for them to call me they did and while I am not a big investor they took me on and have helped me learn how to achieve goals on my level of comfort. They are all great and so friendly and helpful. I never feel like I am not important. Keep up the good work! Plus my portfolio has gone up compared to the last place I was using where each month I lost money!
My first meeting with Ryan was a bit of a come to Jesus moment. He posed questions like "how do you eat an elephant...one bite at a time." But he set out an extremely organized and clear presentation on his philosophy for financial planning. We went through a detailed serious of questions that assessed my financial goals and risk tolerance. We then assessed all of my incomes and debt. You need to have a budget to do any of this...and I didn't have one. Ryan took me through the whole process and now only after a few months my grasp on my financial situation is so much stronger.
They way I have it set up is that all of my money goes into their account and then they give me a paycheck based on the budget we have created together. Ryan then is able to use the remaining money to invest in a way that is in line with my financial goals. This is a huge load off my shoulders. I can focus on my work and know that the money I make is doing what it is supposed to.
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Location / Contact:
Working Hours:
Mon-Thu: 9am - 5pm
Fri: 9am - 4pm
Sat & Sun: Closed
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