Edward Jones - Financial Advisor: David J Illingworth, CFP®|CEA®

I have known David in a professional capacity for several years often referring my clients to him for all their retirement and estate planning needs. Recently, I have become a client of his to mange my own personal portfolio and I couldn't be happier. David utilizes a planning first approach centred around tailored advice for my short and long term goals. He has ensured I have a clear understanding of all his recommendations and regularly follows up to review my portfolio's performance.

David is by far one of the most through and knowledgeable advisors I have had the pleasure of working with and being a client of. I highly recommend David and will continue to recommend… read full review

David Illingsworth at Edward Jones is a fantastic Financial Advisor , I have had the pleasure of being David’s client for over 5 years, he devised a plan that catered to my needs of working towards my retirement, he is trustworthy, and informative. The twice a year meetings where the progress is explained simply to me, are arranged at my convenience, should I have a question in between those meetings, David is very easy to connect with.
I highly recommend him!!

We've worked with David for years and cannot recommend him highly enough. Dave has been instrumental in helping us navigate every major financial decision in our lives - from creating a full financial plan tailored to our goals, to guiding us through the complexities of our home sale when we relocated to the United States.

What sets Dave apart is his trustworthy, no-pressure approach. He takes the time to truly understand your situation and provides professional guidance without ever making you feel rushed into decisions. Whether we needed advice on investing strategies, restructuring our accounts, or understanding how to handle major life changes, Dave has always been… read full review