After sitting down with Adam to get a review of our portfolio it was clear that he was extremely knowledgeable and cared that what products he was suggesting to us were in line with our goals and risk tolerance. All details were explained with an importance on how Edward Jones gets paid for managing my funds. It's been almost 2 years since we had Adam look after our investments and the constant touchpoints thoughout the year and making sure everything is on track is much appreciated. After having advisors that set us up and we never heard from them again this was great. I highly recommend Adam Klauwers and Edward Jones for your financial planning needs!
7 years ago (04-05-2018)
Adam listened to what my specific needs were. I feel very comfortable that he has accurately described the risks and rewards of my financial plan. Basically he takes the time to develop a relationship, which I appreciate.
8 years ago (25-05-2017)
Great customer service. Adam is very knowlageble advisor and works hard to make sure you understand everything.
8 years ago (17-06-2017)
As a young person just starting to plan for my future I was looking for someone to help me along the way. When I met with Adam he made sure to listen intently to all of my goals, and develop a plan to reach those goals. Every step of the way Adam made sure that I understood everything that we were doing, and in no way pressured me to make a rash decision. Adam regularly checks in with me to make sure that our plan is still in line with my goals. He has always promptly answered any questions I may have. I am a small client for Adam, but he has never made me feel like it. I have always been treated with the utmost respect every time I step foot into his office. If your looking for someone that can help you reach your financial goal Adam is your guy.
10 years ago (28-01-2016)
The staff here really care about what they are doing. Adam knows the importance of saving for the future after talking to him I really felt comfortable about his knowledge and doing business with him in the future!