Edward Jones - Financial Advisor: Dave Ross - Fredericksburg, Virginia

Ron C.

We have been clients of this Edward Jones office for over 20 years. There are many options in the investment arena, but we have been extremely satisfied with our Financial Advisor, David Ross, and his associates. We appreciate his investment knowledge and the care with which he handles our account.

Donald R.

If it was possible to give greater than 5 stars we would give them to Dave Ross. Both Sharon’s Mom and my Dad used Edward Jones and were both very happy to have Edward Jones handle their investments. About 20 years ago nearing retirement, Sharon and I felt we needed to seek out professional advice. Based on both historic parental positive feelings towards Edward Jones and the most fantastic piece of luck we discovered and hooked up with Dave Ross. Over a period of 20ish years Dave has offered us incredible advice, professionally managed our portfolio and steered us through some incredibly awful periods in the market. Today, he is both our financial advisor and a person that we consider a friend who truly understands our long term financial objectives. Our recommendation for Dave is unequivocal.

Frank W.

For twenty years Maureen and I have been clients of Edward Jones, and David Ross has been our financial advisor. During this time, we have experienced many corrections in the stock market. A few of those corrections seemed devastating at the time. But through the guidance of David Ross we emerged more analytical and better informed in our financial decision making, as opposed to our former, more emotionally driven investment choices . David's advice during this entire period has been above reproach. Under his skillful management our account continues to produce significant retirement income while consistently and markedly increasing the overall value of our asset portfolio. We have recommended him to family and friends who have been equally pleased with the results they have experienced. Two decades ago, the relationship started with our calling David for more information on an ad he had placed in the newspaper regarding CD's (certificates of deposit). We never could have predicted what a fortuitous call that turned out to be.

Luke M.

Dave has the utmost integrity and is the most honest and ethical financial advisor I have ever come in contact with. I have a relative that has early onset dementia that approached Dave to have him manage her investments. Dave noticed the cognitive issues and notified me and didn't want to take advantage of her. I was so impressed with his honesty and selflessness, as others would've just tried to make the sale. He is truly a rare person, and a cut above other financial advisors in terms of his ethics. Really can't say enough good things about him.

Kristen K.

Mr. Ross was the first person I reached out to based on his Google reviews. From the first contact, he provided personal service and advice. Mr. Ross is ethically sound. He keeps his knowledge current. He is the perfect combination of being conservative and pushing towards clients' goals in smart, savvy ways. My husband and I crushed a goal within eight days of my first conversation with Mr. Ross. Look no further than Dave Ross for retirement and market advice, planning, set up, and maintenance!

Lynn N.

I reached out to Dave via email with a question, not yet a Client, and not only did he respond via email, but called me to discuss my issue.

He took a great deal of time on the phone with me. I never felt rushed or made to feel like my questions were ridiculous (which they may have been). He was patient and hospitable and I appreciate that. He truly made it a point to help. Customer service at its finest.

On top of that, he is an experienced broker and provided some excellent information to me. I definitely plan to use him for investing, and highly recommend his services.

Travis R.

I called 9 brokers in my town, Dave is the only one who still does all of the portfolio management himself, everybody else has a different department that does the actual investing. I want my broker to be hands-on, and I want a “one stop shop”, so I’m consolidating all of my accounts into one IRA with Dave.

Sara R.

I have known Dave for many years and he is an excellent Financial Advisor! He is down to earth, easy to talk to, and doesn't try to push you into something, he really listens to what you are looking for and need.