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Edward Jones - Financial Advisor: Jack Reed, CFP®|CAP®
Clear, trusted financial guidance from a CFP®-designated advisor.
5(5 reviews)
Business
$$$
Est. 1922
Clear, trusted financial guidance from a CFP®-designated advisor.
Edward Jones - Financial Advisor: Jack Reed, CFP®|CAP® provides client-focused financial guidance in Saint Paul, Minnesota. Reviews highlight his clear explanations of options, steady guidance toward retirement goals, and reliable accessibility. With long-standing relationships and a reputation for integrity and competence, he helps clients pursue secure, well-planned financial futures.
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Customized strategies to help you retire on time and enjoy life, with clear, easy-to-follow plans.
Professional guidance on portfolio options and market insights to align with your financial goals.
Personalized consultations to understand your priorities and develop actionable plans for the future.
Expert advice on wealth transfer and charitable giving, leveraging CAP® certification for holistic planning.
Support for all ages, including conversations with children to build savings understanding and financial literacy.
My husband I have been working with Jack for 12 years and are very pleased with Jack's service. He is easy to work with, very knowledgeable in finance, clearly explains options and works hard to understand our hopes for the future. He has our best interests in mind and that gives us great peace of mind.
Jack is a great Financial Advisor and is easy to work with. He does a great job of explaining your options and helps guide you towards your goals. He is always available to answer any questions or concerns about what the market is doing. We have trusted him with other family members and will do a great job for you too.
Jack Reed is an amazing financial planner. He is genuine, trustworthy and a kind human. He asks and more importantly listens to our financial priorities and works to help us obtain those goals. He makes understanding our financial portfolio easy and provides information that is in our best interest.
We have been working with Jack for about 15 years now and could not be happier with the care that we have received from him and his wonderful assistant Della. We met with Jack after having taken a break in our investing for several years and were feeling anxious about our future and retirement plans. Jack calmed our fears and came up with a great plan for us and he has kept us on track with this plan ever since. We feel so confident in the direction he is taking us and could not be more pleased with his professionalism, insights and partnership in this process. What a blessing he has been and I would highly recommend him for anyone looking for a CFP with integrity, intelligence and competence. Thank you Jack!
Jack has been a fantastic resource. He has helped us establish a clear and easy to follow plan to ensure we can retire when we want and enjoy life. He has even gone the extra mile and willing had conversations with my children to help them begin to understanding savings. He is super easy to work with and never pushes things we don't need. I highly recommend him!
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