Edward Jones - Financial Advisor: Jeff Barnes, CFP®|CEPA®

My family and I have been working with Jeff Barnes and Kendra Lucas for quite some time, and they’ve made a remarkable difference in my financial life. Jeff has a calm, confident way of explaining things that makes complex decisions feel straightforward and Kendra brings outstanding organization and follow‑through that keeps everything running smoothly.

What I appreciate most is how genuinely invested they are in understanding my goals and the realities of my situation. Their advice is always thoughtful, personalized, and grounded in real world practicality. It’s rare to find advisors who are both highly skilled and truly committed to their clients well being,… read full review

Jeff and Kendra have been wonderful to work with. I am impressed with the progress I have seen with both portfolios for myself and my child. They have made me aware of some additional savings options for my family that I wasn’t aware of that will have a large impact on my child’s financial wellbeing in their adult years. They are always attentive and bring new options as the years progress to help me reach my goals!

If you're looking for financial management and advice with a personal touch, see Jeff and the staff at Edward Jones in Bracebridge. They take the time to ensure your needs are heard and met and show a sincere interest in their clients lives. We've been very pleased with our investment results to date.