Edward Jones - Financial Advisor: Chad A Mortenson

Jun 14th, 2020

Been with Chad for over 5 years now. Really enjoy not only doing business but building a great relationship with him. Seems to always be available and give me his time without feeling like I'm just another client of his.
May 22nd, 2018

I recently went to Chad for advice on a complex financial situation involving multiple households in different states, an inheritance, and an elderly parent with debt and a reverse mortgage, at a time when I was planning for a move and a new job. I was feeling confused and overwhelmed. Chad was a tremendous help. He explained to me how many of the elements of the estate transfer would happen, including taxes and general legal implications; and outlined to me which pieces of information or forms I’d need to resolve the others. He gave me some example strategies for managing my various assets. Chad even called in a couple of attorneys he knew to discuss some of the more unusual aspects of my situation. Chad went the extra mile for me, and I highly recommend him for financial planning.
Jun 29th, 2016