Working with Jeri was convenient, easy, and fun. Not only did she help us plan for our financial future, she helped us envision what we wanted our future to look like. We're thankful for Jeri's guidance.
- BP & DP, young Madison couple
Jeri has been a trusted advisor for the past 30 years. She was helpful and attentive when I had few assets, and she gave me outstanding advice about how to invest to augment my pension. I recommend her highly.
- CK, recent retired college professor
I have known and invested with Jeri Parrott since 1993. She comes from a family of financial advisors and is extremely personable. One of her best attributes is the ability to really listen and hear what I am saying. I am a nervous sort who worries a lot about everything, but especially about money. Jeri, who is not at all "pushy," understands this, pays attention to my concerns, and responds immediately with a number of suggestions that would work for me. I trust her knowledge and her responsiveness to my issues. There would be no amount of persuasion to have me change financial advisors. Jeri Parrott is definitely the one I'm invested in.
- EP, recent retired MPS teacher
In my over 20 years of working with Jeri, I have been consistently impressed with her ability to listen, respect, and understand her clients, and therefore their relationship to money. Her keen intuition and strong sense of character is balanced with a sharp analytical mind.
- JK, Jungian analyst
The testimonial may not be representative of the experience of other clients.
The testimonial is not indicative of future performance or success.
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