Offers dedicated financial advisory services Monday through Friday
Casey is great to work with. Professional, on time, and a great listener. Casey understands what my goals are, instead of telling me what I want. He is a guy who always picks up the phone, that is great! 100% recommend him at any stage in your financial journey!
Casey is a very knowledgeable financial advisor. He is trustworthy, has great communication, and cares about your future. We are happy that we chose Casey to help reach our goals!
Quite possibly the kindest man you'll ever meet! Casey is a wonderful advisor who listens to you, provides clear guidance, and helps you reach your goals. He's always available if needed. Very professional in all aspects. Look no further, a very trustworthy financial advisor!
I've been working with Casey Moneer and Edward Jones for nearly 6 years now. I have never had a bad experience dealing with Casey. I even had a lunch meeting with him to discuss portfolio's and he asked where I would like to meet, didn't realize the place I chose was 45 minutes away from him! He didn't care at all and met me (won't do that to him again though haha). I felt bad but that is the kind of person he is, always going the extra miles for his clients (physically in this case haha). The aspect I love the most about dealing with Casey is that I know I can trust him. Which I personally feel is very important when it comes to financial matters. Long review short. Edward Jones is a solid company and Casey Moneer is a great financial advisor. Can't go wrong :).
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