Everyone needs a little advice from time to time and that is what Ken Casper, CFP® and his Senior Branch Office Administrator, Lisa Schelble, both specialize in. Since becoming a Financial Advisor with Edward Jones in 2001, Ken and Lisa have been working diligently to help individuals and businesses navigate the rough financial ocean we have been experiencing. Ken’s hard work and the efforts of this firm have paid off, as they’re recognized locally as a frequent “Best of” in Financial Services by the local newspaper. Edward Jones has been recognized nationally as well by J.D. Power and Associates, April 2015, “Highest in Investor Satisfaction with Full Service Brokerage Firms.” Edward Jones also received J.D. Power’s prestigious President’s Award for 2016 in appreciation and recognition for its commitment to excellence in Customer Service. In March of 2015 Forbes recognized Edward Jones as the highest ranking financial services firm in their first-ever rank of best employers. Also in March 2015, Fortune Magazine, for the 16th year, named Edward Jones as one of the best companies to work for. So, sit down with them and learn why they have developed such a loyal group of clients.
555 First St, Benicia, CA 94510