Edward Jones - Financial Advisor: Joseph Carbonara, CIM®|CEA®

Joseph Carbonara has implemented investment strategies for a number of corporations that our firm represents. He specializes in wealth management and financial planning and makes it easy to understand. We have found Joseph to be extremely passionate, knowledgeable, reliable, patient and efficient when it comes to developing financial goals in both business and personal wealth. I would recommend Joseph to any businesses or individuals looking for sound investment advice and strategies that work.

Trusting one’s financial advisor needs to be earned, given the high stakes of one’s financial future being placed with this person. I have been a client of Joe’s for the past 7 years, and during that time he has earned my trust and respect through his professional approach to taking into consideration my questions, concerns, and situation. One key aspect that helped is that he is a transparent communicator, an excellent listener, and does not push products on clients if he does not believe they are beneficial. Unfortunately, I could not say the same for previous financial planners I have hired. It was clear to me from the first time that I met Joe, that he is committed to creating the best long-term investment strategy for his clients which caters to their unique needs. I always look forward to our semi-annual meetings where he will provide detailed updates on the markets and how we can apply that knowledge to my investment strategy, which has been successful to date. I look forward to being Joseph’s client for many more years to come.

I have had the pleasure of having Joseph as my financial advisor for three years now. During that time I have received Joseph's honest professional opinion based on my best interests and goals. I am exceptionally happy with the amount of effort continuously Joseph puts towards his job.Thanks Joseph for the continuous hard work.

Joe is extremely knowledgeable and honest. I have had numerous financial advisors that were not engaged with me or concerned with my financial goals. I found Joe and have been dealing with him for years because he truly cares about his clients financial goals and assisting them in doing what he can to reach them. I trust him implicitly with my finances and this is why I would recommend him to anyone looking for a financial advisor!

I can always count on Joe to help with the guidance needed, to achieve both my short term and long-term investment goals, setting me up for success. I have found that my full transparency has been an huge benefit allowing Joe to make recommendations knowing all the facts. Not only has he been instrumental in helping myself, but he he has been absolutely fabulous at providing guidance to both of my kids as they enter into the world financial savings. Lastly, in the world of social media platforms, like TikTok, and YouTube, Joe has been great, at providing preciseness on things that I see on social media, and explaining the impact as it relates specifically to my unique scenario, versus listening to broad and sometimes inaccurate statements, made on social media

We have had the pleasure of having Joe as our financial advisor for about 7-8 years now. We had never had a financial advisor as we were still young, and had barely considered our future finances. Joe has helped us every step of the way to figuring out the best way to save for our future. I would never trust anyone else with our financial future!!!