Edward Jones - Financial Advisor: Yalin Piloto, CFP®|ChFC®|AAMS™ - Brandon, Florida

Amyn H.

I used to be a broker many years ago. After a couple of negative experiences with financial planners I met Yalin and I can say without hesitation that she is absolutely the best decision I have made regarding my investment strategy and retirement planning. Yalin is a FIDUCIARY which is a very specific and legally binding term ensuring your financial planner prioritizes your interests ahead of their own—not many planners have this designation but many will tell you they “subscribe to the fiduciary guidelines” which is code for the fact that they are not fiduciaries. Additionally, Yalin works with you on more than investments—she helps with benefit elections, she wants to strategize with your accountants, and she wants to ensure your assets are appropriately protected with trusts and wills and are properly insured. I highly recommend setting up a meeting with her so you can get a glimpse of the services and level of attention my family and I are getting from Yalin.

Shannon D.