We decided we needed to pursue a new financial advisor after 4 painful years of poor performance/communication with our previous advisor. But, being newer residents of Arizona, we weren’t sure where to go. Fortunately, friends of ours mentioned their very positive experience with Seth Winkle from Edward Jones. We decided to meet with Seth and see if he would be a good fit for us – and he most definitely was. AND, most importantly, still is.Seth impressed us right from the beginning with his calm, no pressure demeanor. Seth took the time to get to know us before developing an investment strategy that included our input. With Seth’s invaluable guidance, we have developed a comprehensive portfolio, yet Seth’s help doesn’t end there. He continues to assist us to prepare for the future, such as estate planning, long term care, tax implications and preservation of wealth that will one day be passed on to our sons. Seth’s honor, integrity and character have demonstrated to us that he is indeed a “top-shelf” person and trusted investment advisor who sets the standard others should follow.

Seth proved that he cares about our goals and future. It’s so refreshing when dealing with such important information that you feel heard and cared about. Keep up the great work!

If you are looking for someone who you can trust, you are definitely in great hands with Seth! Seth takes time to really get to know the people he is helping and truly cares about them.