Edward Jones - Financial Advisor: Lana Light, CFP®|CEPA®|CDFA®|CRPC™

Helen 

on Google

8 months ago

For decades, I've aimed to steward my resources well. After shifting through multiple financial advisor relationships and not until I sat down with Ms. Lana Lightof Edward Jones, have I seen competence paired with keen research that leveraged the best scenario for me. Her approach is solid. Her professionalism proved stellar from the first meeting With Ms. Light's knowledge of industry tools and products I was afforded substantive options and discussions. Her rectifying a dead end investment for me impressed me the most. I r... read more

Yulia Kolbina 

on Google

a year ago

Lana transformed my life financially in a way I wouldn’t have been able or confident to do on my own. Would recommend Lana services in an instant. 

Lisa Almodovar 

on Google

a year ago

Ms. Light is wonderful and so professional. She worked with me on financial options for my future. I just retired and needed advice and guidance on investment for my years to come. She developed a plan that is exceptional. She made me feel comfortable, explained everything to me in a way I understood and has kept me informed at all times. I put all my trust in her and look forward to a long relationship with her and Edward Jones. 

Bryan Torres 

on Google

a year ago

Lana is a wealth of knowledge. Someone who has mastered their craft with a firm understanding of the market and how to maneuver its ups and downs. Highly recommend to anyone, regardless of financial experience/health. She will help create a plan that makes sense no matter the budget. When you think of a Certified Financial Planner, think Lana Light. 

vlad k 

on Google

2 years ago

Very knowledgeable and professional!