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Edward Jones - Financial Advisor: Becky Parsons
Referral from
Jun 30, 2017
Bimia H.:
Need help if you have a couple minutes..
I have a 401K from my previous employer and want to roll it into another retirement plan. I'm...
Keri S.:
Scott Smith at Edward Jones, he's from HB and been with EJ for over 15 years near Huntington Harbor. He'll go over your options, no... Jam & Associates Financial Service Corp
Referral from
Apr 12, 2017
Bonnie P.:
Can anyone recommend a talented yet reasonable tax accountant for private and small businesses?
Jennifer T.:
Judy Mims at JAM Financial 919 556 5993 Frequently Mentioned on Social Media
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Referral from June 16, 2016
Monica A. asked:
ISO Financial Planner/Advisor that does not sell any products. We are NOT looking to purchase anything other than pay for planning services. We have had everything set...
Earlene M. replied:
Doug Bray, Scott and Stringfellow through BB&T. Moved my portfolio to him after my husband died. Fidelity kept bouncing me around to different advisors. He is very caring, and I get a return phone call quickly if I have any questions. We talk at least quarterly in person to do rebalancing if necessary. If anything changes or he thinks we need to consider a change he calls me, and we meet or discuss over the phone. 919-264-6872
Trish R. replied:
See Rich Brewer at Brewer Insurance Group, Wake Forest He is an ELP for Dave Ramsey
Patricia M. replied:
I would recommend Long Tax and Financial Group, 616 Dr. Calvin Jones Hwy., Wake Forest. longtaxandfinancial.com, 919-554-9484. Jeff Long has helped us map out our retirement future in ways we could not have imagined.
Caren F. replied:
Valerie Hoy with Edward Jones in Rolesville. Amazing with setting up a plan and extremely caring. You'll love her.
Deborah C. replied:
https://www.facebook.com/Edward-Jones-Financial-Advisor-Valerie-Hoy-1445668889008761/?fref=ts -- Honest, hard working and passionate about what she does. I'd trust her to take a look and give you honest feedback - and she's in Rolesville, off Rogers Rd. near the post office.
Timothy J. replied:
I can help. (919) 407-2494 HTTP://www.facebook.com/TheFinancialPastor
Jamie W. replied:
Valerie Hoy
Amanda B. replied:
My friend is not fee based (I actually have no idea how he gets paid) but he's located in NJ but is licensed for NC since I moved. You can see if he could do the planning remotely. His cell is 201-739-5721 Michael Sbarra. He works for Primerica. It may have been free since I moved my money with them, but you can try!
Erika I. replied:
Valerie Hoy
Steffanie L. replied:
Valerie Hoy with Edward Jones is fabulous!! 919-841-0792
Trina Z. replied:
We love our financial planner, Kenn Buckner (919) 387-1787 he works for Edward Jones. But care about you and helping you grow your money!!
Kate H. replied:
Nina Staples Lloyd of Opus Financial Advisors is wonderful!
Dana F. replied:
Valerie Hoy
Penny C. replied:
Check out Becky Parson at Edward Jones in Gateway Commons. She is our financial advisor. She is the sweetest and so helpful. She goes to our church, The Summit.
Jane K. replied:
Highly recommend Becky Parsons with Edward Jones. Gateway Commons shopping center in WF. 984-235-1075.
Referral from December 7, 2017
David K. asked:
Does anyone have a financial planner/ investment consultant they recommend?
I have a pretty great portfolio, but would like to get it shored up and examined by a...
Marisol R. replied:
Lee Williams with Stifel Bank & Trust (919) 796-9962
Dana F. replied:
Valerie Hoy with Edward Jones
Katherine S. replied:
Whit Lee with Stifel. Cannot say enough good things about him! He worked with my grandparents when they were alive, my parents, and now me.
Donna M. replied:
Charles Calloway with Primerica. He and I had a meeting yesterday and he is extremely personable and put things into language I could understand.
Lisa C. replied:
Valerie Hoy with Edward Jones is very smart, thorough, and takes the time to listen and develop a real relationship with her clients! Highly recommend !
Kristine E. replied:
I second Valerie Hoy with Edward Jones. She is very knowledgeable and easy to work with.
Referral from July 9, 2017
Jennifer B. asked:
Any recommendations for financial planners? Helping with setting up investment options as well as college fund for kid?
Shannon C. replied:
Mike Baer at Edward Jones on South Main Street.
Timothy J. replied:
I'd be honored to be of service. HTTP://www.facebook.com/TheFinancialPastor
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