Tom Crowley

Rod Laurenz at Edward Jones was a pleasure to deal with, and I would gladly give him my business in the future. I have never been to an investment office, have never traded stocks, and felt totally naïve. I had no idea of what to expect and was concerned that I might be taken advantage of. Yes, I’m a Cambrige liberal, and perhaps Rod had different personal or even financial values. But that is not the issue here– I was treated with the utmost respect, all my questions were answered clearly and patiently.
I learned that my particular stock sale was quite complicated and Rod did quite a bit of work on my behalf. I later realized that the fees I would have to pay to Rod for my stock sale were significantly higher than, say, Fidelity, and I felt very uncomfortable about having to pay higher fees to Edward Jones and felt stuck, since Rod had already done lots of work to get my stock ready for sale. When I told him of my concerns about the fees, not only did he work with me to give me a large discount, he also let me know that if I decided not to pursue the sale of my stock through his company, that would be fine, as long as I at least considered him for future investments. I certainly will use Edward Jones for my investments, as in that case the fees are the same as larger houses, but I can be confident that I will have top-​notch personal service from a man who is kind, knowledgable, and attentive.
I was impressed that Rod spent hours working on my behalf, and even when I asked him if I could pay him something for the time he spent before making my sale through Fidelity, he declined the offer. I highly recommend Rod Laurenz at Edward Jones for your investing needs.