Edward Jones - Financial Advisor: Charles K Jackson - Billings, Montana

Lisa S.

Having Charles Jackson as our financial planner is the best investment decision I have made in my life! He gives expert advice but respects your decisions. He lays out the options and does not side step risk which places you as the investor in a position to make decisions best suited for your family. In addition, he is a fabulous financial educator with investing as well as other aspects of a family's financial picture. He always has time for you, and I always feel like he is on our side as a financial advocate. You will not regret working with Charlie for your financial health.

Cooper M.

I have had such a positive and amazing experience with Charlie. I have been with him now for quite some time, and it has been one of the best decisions I made for my finances and future. Coming from someone who does not know really anything about finance, investing, or retirement planning, it was really intimidating to try to figure out what to do. Charlie has a way of connecting with his clients and explaining things in ways that they can understand, all while feeling comfortable and confident about making decisions. He listens well to your thoughts and concerns, and always has your best interests in mind. I highly recommend him to anyone, whether they are just starting off down this path, or even a seasoned individual.

Ben F.

I'm almost tempted to leave my personal contact info in this review as there is no possible way I can articulate the depth of value that working with Charles has brought me. Admittedly I am below average at managing the finances in my personal life. Charles provides the best possible balance of driving progress and accountability, while still helping me learn. Trusting someone with your finances is one of the biggest leaps we take as individuals and I am very grateful that I have the opportunity to trust Charles with mine. If you are looking for someone who is super transparent, reliable, and not going to just give you the answer you're looking for and move on, Charles is the man you need. Check back with me in 5 years and I look forward to updating this with additional details.

Its been about 2 years - I am beyond thrilled and my joy from finding financial freedom and the excitement that comes from turning these stressful things into exciting things is so helpful. Charles has kindly helped close my education gaps and its not insincere to state its changed my life for the positive.

Daniel B.

I highly recommend Charles for financial advice, retirement planning, investing, and getting a solid feel for the markets. I really feel good about everything we have set up for both my personal and business investments and planning.

Reno N.

Was honest and forthcoming about the next steps to take in my financial position