Edward Jones

Cassandra Peterson is an outstanding investment counselor. She spent hours with my husband and I in our first meeting and had us come back for a followup. She is intelligent, professional and helps me sleep better at night. We are very happy with moved our retirement accounts to her.

I have been meaning to write a review for Cassandra Peterson for quite some time now. Since we moved our accounts to Cassandra’s office we have been blown away by the service she has provided. Cassandra is extremely knowledgeable and takes the time to explain every possible consequence of the decisions that need to be made. She provides information in a very clear and objective way and encourages us to make the decisions. She regularly sends out educational information and occasionally hosts seminars. I always feel confident that she is concerned about what is best for us, unlike a previous guy we had.
Additionally, she has always gotten us some really great return on our investments. My husband (who is a banker) is always impressed when our quarterly statements arrive.
But what makes us the most loyal to Cassandra is the way she cared for us when we recently experienced job losses. We were touched by her concern. She offered help and was very supportive of our financial decisions. She called to check on us. We got through a very rough year of our lives with our retirement accounts still intact and Cassandra was one of the people in our lives who alleviated some of the stress.

Cassandra Peterson runs this Ed Jones office and I was extremely impressed with the level of service. Cassandra literally spent hours getting me (a newbie) up to speed on investments and strategy, all before I’d invested a single dime with her. Cassandra is patient, ready to explain anything you throw at her and does exactly what you ask her to do with your money. She is clearly knowledgeable and passionate about her work. Her assistant, Nancy, is always a delight to deal with as well. I give Cassandra and this Ed Jones office my highest recommendation :)