Samantha N Dinh – Edward Jones

Thank god for Samantha. We came to her knowing we wanted to invest some money and begin planning for retirement but honestly had no clue what that meant. Sam made the process as clear and easy to understand as can be. She talked to us rather than at us and really took the time to understand who we are and what we wanted to accomplish. A year later, our investments are doing great and we have Sam to thank for that. As an added bonus, her assistant, Sandy, is also amazingly helpful and wonderful. All in all a great team that you will not be sorry to talk to.

I LOVE Samantha! I sell homes and I take it very seriously. I want my clients to feel like I care about their investment and their money as much as I do about my own. That is how I feel about Samantha. I feel like I am talking to someone who actually cares about my money and cares about me. She goes above and beyond to make sure that I am exercising every option available to me to ensure that I am maximizing my returns on my money. She is patient, she is kind and she cares and most importantly she knows what she is doing!!! I am so grateful to have her as part of my team!

I found Samantha through Unilocal and am glad I did! I recently retired and needed help
In managing my finances. Another financial advisor had recommended taking all of my pension as a lump sum to invest. Samantha reviewed my situation and even though she could profit from investing my pension money, she explained why in my situation it would be better to take the monthly pension payments for life. That’s looking out for the client.
I always felt bewildered by financial investment choices but Samantha and her assistant Sandy make every meeting with them very comfortable and reassuring. Samantha has a way of assessing individual needs and coming up with a plan that she clearly explains. And though I feel like a novice when it comes to investing, she always treats me as a VIP! By our second meeting, I was impressed by her integrity, intelligence, organization, experience, and ability to guide me through «a financial plan» without my anxiety level going through the roof!
I am just getting started so don’t know what the results will be but I definitely know she is watching my back and I trust her competence and obvious concern for my well-​being.
I highly recommend Samantha and Sandy!

I am so grateful to have found Samantha! Both she and Sandy have been invaluable people to have in my corner as I learn the ropes of financial planning. I feel like Samantha treats my money like it were her money and she takes such care in explaining things to me in very easy to understand ways. I have watched my money grow, which makes me happy, and I feel comfortable and confident to contact her at any time for any financial related issue. She is quick, responsive, knowledgeable, passionate about what she does, warm, and compassionate. This translates to incredible service! She has definitely earned all these 5 stars reviews, and then some.

I found Samantha on Unilocal and figured these great reviews couldn’t all be friends and family, and I was right. Samantha and Sandy know what they’re doing and they do it with a smile on their faces. In one of our first meetings, she looked at my investment choices on my current 401k, told me which ones to change and how much to put in each. It’s current rate of return over the past 12 months is 10+%. Of course, this has been an outstading market, but where my portfolio gained 5% in one month, a friend of mine, who uses another Edward Jones office, has made very little. He’s moving over to Samantha. All I can say is, believe what you read here and go see her.

Honesty is a big deal to me and Samantha is great with that! She not only has the best advice and interest for me but she also really listens and cares about what your needs are. I’ve never met someone let alone a financial advisor that honestly looks out for me and my personal investments as much as Samantha. I would highly recommend her! Go see her ASAP and see what you’ve been missing.

I cannot say enough about the service that I have received from Samantha and Sandy. Besides the fact that my investments have shown tremendous growth under Samanthas care, the personal attention I receive is utterly amazing. Just recently I purchased a house and needed to liquidate some assets to help cover the costs. The transaction couldn’t have gone smoother.
Samanthas advice has been amazing as I navigate thru the financial hurdles and tax pitfalls. I highly recommend her and her staff to anyone looking to get some no non-​sense, understandable, guidance with their finances and investments.

If your money can talk, it would guide you to Sam! Seriously nobody cares more about their job and satisfying your financial needs. From my experience of dealing with her, I started with basically nothing and she treated me like I had a millionaires portfolio. Through her guidance and suggestions I can say my kids college, financial freedom, and retirement is one less thing I have to worry about. She takes pride in what she does, she continues to thrive and accumulate the highest available accreditation in the financial field to met the demands of today’s market. When you need to get a hold of her and have questions, she is very diligent about handling your needs and concerns. To sum it all up, I work hard for my money, but Sam puts your money to work even harder!!!

Best Financial Advisor! Samantha goes the extra mile with her clients, she wants the best for her clients and pays attention to detail with your investments and retirement planning.

Samantha is such a great listener — it’s like talking to a friend. She then provides great feedback to assist in taking full advantage of all the available options.

Samantha is awesome. I’m a young professional and although I have been very careful with finances to this point, was still unclear about how I could better manage/​invest my money. I called Samantha and we had a great initial consultation, which she was not going to charge me for regardless if I chose to continue coming back to her. So to me, that showed how much she really cared about giving out great financial advice. Plus, she has never been pushy with selling services and she is always so freakin’ nice. I’m so glad that she is my financial advisor.
Her secretary Sandy is awesome as well. I called to talk to Samantha and Sandy had already recognized my number and voice (my work phone number does not show up on caller ID), as she said it was her job to provide such great customer service. Those little things you remember.

I use Samantha Dinh as my personal advisor and I have referred a number of my clients to her. Her expertise and attention to detail are superb. I am delighted to work with her and I recommend her highly.

After recently being married, my husband and I started to be more aggressive with dealing with our finances and planning our retirement. Samantha was our second financial advisor we made an appointment with and we were quite impressed. After she listened to our current status, she took time to analyze our needs and goals and made doable recommendations. She was personable, knowledgeable, and didn’t push selling her services like the other financial advisor we met with. With her help, she made us feel comfortable with the financial decisions we made.
There are many sharks out there and Samantha is not one of them! We trust her guidance. We definitely recommend her!
I can’t forget to acknowledge her assistant Sandy, who is always so helpful and such a delight!

We began working with Samantha and Sandy a couple of months ago. Already I appreciate her way of guiding and working with us. I look forward to writing a more detailed review in a couple of years.
Stephanie

As the years tick by and life circumstances change, Samantha is there to remind you to take charge of your financial life by covering any new risks, updating your risk tolerance, changing your investments and organizing your accounts.
She is a top notch financial advisor. Also, Sandy, her assistant, is a great help when things need to be sent to the mortgage broker!

Samantha Dinh and her assistant Sandy both take a personal approach to managing your finances. When my elderly mother was alive, Samantha treated her and my family with tremendous respect. When I had the opportunity to use Edward Jones financial services for myself, it was easy for me to make the decision to have Samantha as my advisor.
Samantha is the proverbial professional, I removed a sizable sum from Edward Jones and went elsewhere only to return to Edward Jones and Samantha. That entire time Samantha was friendly and professional, I was never made to feel guilty. I highly recommend Samantha and Sandra to watch over whatever sum of money you may have !

Samantha is friendly, professional, and genuinely helpful. I feel like I could ask her any financial question and she would answer in terms that I understand. Her assistant, Sandi, always gets right back to me. I definitely feel that I am in good hands. (By the way, I’m a public school teacher who inherited some money, not a big-​wig investor.) I would recommend Samantha to all who want to invest carefully with someone they trust.

With a few years experience in the world of financial services myself, I wholeheartedly recommend Samantha and her assistant Sandy.
As a graduate student, I may be one of her more «humble accounts,» but am always treated like a VIP. They provide excellent personalized service and give solid advice. Both she and Sandy listen to my needs, are responsive, and combine an exemplary level of professionalism with warm friendliness. Through my interactions with her she has shown an impressive level of integrity and sincerity, which makes me trust her.
She is a great resource to call about anything related to finances, as she will take the time out of her day to talk to you even if she does not make a profit from the advice she provides you with.
I am writing this review in hopes that anyone looking for a financial adviser will be lucky enough to find her too.
Thanks Sandy and Samantha!

I have been working with Samantha for several years now. Despite the fact that I have moved a sizable portion of my portfolio from Edward Jones to invest in stock options (which Edward Jones does not do) Samantha has continued to demonstrate her commitment to my financial success. This kind of loyalty to the client is uncommon and so very welcome.
I recently requested Samantha’s assistance with my retirement financial planning. The quality of the documents that Samantha created were fabulous. I have nothing but the highest praise for the quality of the work and the integrity that Samantha brings to her professional relationships.

My 20-​something daughter surprised me by asking if I knew who to talk to for investments. She’s not even out of college yet! So I took her to Samantha Dinh. Sam took over an hour to talk with her, showed her how to look at her finances and think about money (spending, saving, investing) gave her tons of good advice, and surprised us both by recommending that she put off investing for a while. All that care and goodwill, and Sam didn’t make a dime on it! That’s the kind of integrity this lady has. When Lizzy’s ready to invest her money, I know who she’ll go to.