Edward Jones - Financial Advisor EJ Rathburn II, CFP

Located in Houston, Texas

Address: 11612 FM Rd 2244 Ste 125, Austin, TX 78738, United States

Phone: +1 512-243-8940

Rating: 5

Review 1 (2024-10-10 - Rating: 5)
My husband and I needed to set ourselves up with a retirement plan, so we reached out to EJ for his guidance. We could not be happier and thankful we did. He took the time to listen to what we were wanting and what our goals were. He has set us up to help achieve those goals. He also took the time to discuss our monthly finances and worked up a monthly budget with us. HIs financial expertise has helped us get rid of our credit card debt. We truly appreciate and respect how both him and Becky treated us like family. We have and will continue to recommend him to our friends and family.

Review 2 (2024-10-08 - Rating: 5)
EJ has been my Edward Jones financial advisor many years. He is very knowledgable and patient with all of my questions and helped guide me through my recent retirement. I trust him to do what is right and to give me sound advice.

Review 3 (2024-03-16 - Rating: 5)
My husband and I have been working with EJ for several years now, and we could not be happier. EJ has handled our retirement, investments and savings with a careful eye towards the future. He listens to our goals and has offered helpful advice for achieving them. We deeply appreciate and respect both him and Becky, and will continue to recommend him to our friends and family.

Review 4 (2024-09-12 - Rating: 5)
I was referred to EJ Rathburn by a friend of mine. When I met with EJ he was knowledgable, positive and cared about my well being financially. I would recommend EJ because he is a proficient Financial Advisor and is compassionate about his clients he represents.

Review 5 (2024-01-17 - Rating: 5)
EJ have been my personal financial planner for years and I truly enjoy working with him. He is knowledgeable and really cares. He listens to your needs and wants to help you make the best financial decisions for your life and goals. His assistant, Becky is also knowledgeable and kind. I feel like I have a powerful team to guide me through all my financial needs.

Review 6 (2024-01-23 - Rating: 5)
If you’re seeking to optimize your retirement experience, effective management of your investment portfolio is paramount. EJ has demonstrated remarkable proficiency in consistently fine-tuning my investment portfolio to align with my familys financial objectives, while providing financial growth and security during market fluctuations. Possessing exceptional expertise in financial planning and adept insights into evolving market dynamics, EJ clearly articulates his recommendations so non-financial savvy persons like myself understand the choices . Collaborating with EJ and his associate, Becky, has consistently proven to be a gratifying experience, as they embody intelligence, diligence, and a strong commitment to client satisfaction. For individuals in pursuit of premier financial advisory services, I wholeheartedly recommend scheduling a consultation with EJ.

Review 7 (2023-10-26 - Rating: 5)
I was trying for years to find the right person to be my Financial Advisor and after talking with a friend he recommended EJ.Man – what a great decision we have made.The professionalism and care my wife and I have received is second to none. This knowledge of the market and his ability to explain it on a level that we can understand has truly been a blessing. EJ has showed us the plan and how to go about executing that plan so we can meet our financial goals. The stress of wondering about the future with retirement and how long I need to work has been lifted. I will always recommend EJ Rathburn not just because of his knowledge but of who he is as a person.

Review 8 (2023-10-26 - Rating: 5)
A friend suggested I call EJ to help plan my family’s retirement and determine a plan for our kids’ college expenses. EJ took the time to tailor a plan that met our needs and was very personable in the process. He made us feel like a priority and not just a number. My wife and I are truly thankful EJ relieved a huge burden we had not knowing where to start. EJ truly cares about his clients. You will not be disappointed!

Review 9 (2023-09-14 - Rating: 5)
After having a negative experience with another advisor, at another firm, I was so happy to have found EJ. He took the time to understand what was important to me, and really helped me understand the market and my investments. I feel so confident now in my future and know that I’m on track for retirement. I have and will continue to recommend him to all of my friends and family.

Review 10 (2023-12-06 - Rating: 5)
EJ has proven to be a trustworthy and knowledgeable financial advisor. He and Becky are forward thinking, proactive, and always there for us. Our confidence in them is immeasurable!

Review 11 (2023-11-15 - Rating: 5)
I highly recommend E.J. as a financial advisor. His integrity, wisdom, and dedication to excellence is why so many people trust him with their portfolios. I wouldn’t go anywhere else.

Review 12 (2023-11-08 - Rating: 5)
I was so apprehensive when it came to investment accounts because I didn’t understand them. Thankfully I was referred to EJ and I cannot say enough about the level of service, education and patience EJ and Becky provide. Don’t wait even if you have little to invest. You won’t regret it.