Daniel T Jew, CFP – Edward Jones

I was referred to Daniel at least a year before I finally called him. After just 2 consultations, I was kicking myself for waiting so long. He is brilliant. I am a woman approaching retirement and he asked so many questions regarding my hopes, needs and desires for the next 20 to 30 years. He examined every little piece of my financial picture and finally made all kinds of suggestions regarding, retirements plans, life insurance, long term health insurance, annuities and so on and so on. He was very very patient as I took my time to consider all my options. He never rushed me, would explain things a second or third time and together we finally created a master plan. Now he checks in regularly, we constantly tweak the plan and we even spend time laughing. I have referred 3 friends in the past year, all of whom have signed up. Thank you Daniel:)

Thoughtful and responsive. I shifted my account to Daniel Jew after hearing his approach to investing. He took the time to help me understand where my investments are and helped me chart a course to successful retirement. A beach awaits me, with Daniel’s help i’ll get there.

Daniel Jew is one of the best financial advisrrs I have ever met. I not only trust him completely, but I have recommended two friends to him. One is a 90 year old woman who is incredibly scared about losing her money and the other is a 40 year old woman who has a thriving business but not very much money to put away. Obviously, each had a different goal with their money. Both are very very happy with Daniel.
Although he is young, he is knowledgeable far beyond his years. Actually, his being young is a great asset because it means he will be around a long time to help his clients manage their investments and if you have ever had to go through losing a financial adviser you really like, you will understand the value of someone who will be going through their life with you.
His intelligence, his compassion, his passion for what he does makes him a perfect choice as a financial adviser. and he works for the highest rated investment house there is.

I knew Daniel was the right financial planner for Lynn and I the first day I met him. He has guided and helped us make great decisions for our daily life and future stability for our family. I highly recommend Daniel for your financial planning needs. I trust him with my most precious commodity, my family.

Daniel has been my financial guy for over a year now… I could not be any happier. He is wonderful. My wife and I make just enough money to put some aside for retirement — and he helped guide us through the process. He doesn’t force you to do anything (which my wife likes) and simply gave us the options for us to decide. He knows how to get you the most bang for your buck — and will make investing easy.
I pray he stays in finance for life — as he will be my financial guy for life. Thanks Mr. Jew.