Edward Jones - Financial Advisor: Chad D McMichael

Ron Molway, Jr. 

on Google

a month ago

We have been working with Chad for over 10 years. He has been the best financial planner and financial advisor we have ever had, always finding the most lucrative investments and investment strategies for us and also meeting with us regularly to keep us informed of account performance data or just to say hello! 

Sridhar Valluri 

on Google

7 months ago

Chad has exeptional Knowlege regarding financial things to help families. He helped me and various friends. I have been going to him from past 8 years for 401k, college tution plans and investments 

Muralitharan Srinivasan 

on Google

10 months ago

Chad is our go-to person for financial planning and advice and knows the trade very well. He has been helping us grow our financial/wealth management portfolio(IRA, 401k, 529, Insurance, will/trust, and others) for the past 10 years. For new folks reading this review, don’t hesitate to reach out and have a chat with him. It would be time well spent. Thanks Chad for all you do. 

Charlie Cook 

on Google

10 months ago

Our family has been using Chads services since COVID. Customer service is fantastic. The phone app is easy to use. Chad is always available. Total financial health is primary focus, family planning, retirement, tax planning, insurance, trust and wills. Chad makes sure all the bases are covered. Portfolio returns are exceeding our expectations. 

Mary Ann Cox 

on Google

11 months ago

My husband and I have worked with Chad for several years and he’s first off been a trusted advisor for us all along. He meets with us on a regular basis. Explains the market, maps our strategic plan to our financial goals and personal temperament (meaning our appetite for taking risk) and adjusts and advises us where we are always comfortable and understand. He’s personable and professional and always quick to respond to our needs. Highly recommend Chad and his team to anyone seeking to grow and invest in their future.