Kelly Mahmoud is an exceptional financial expert who my husband and I highly recommend! She understood that we were not familiar with the basics of financial planning, so she took the time to provide us with the fundamentals of investing. We discussed our short term / long term goals, and then Kelly provided an overall assessment of where we were today and what it would take to achieve our goals. As a result, my husband and I felt more educated and confident in determining the best financial plan for our family. We trust Kelly 100% and her knowledge/expertise has allowed us to focus on our families while she focuses on our investments. Kelly is very patient in answering all of our questions and she proactively contacts us to recommend other options as needed. When we moved out of state, Kelly didnt miss a beat and continued to provide the same excellent service. All of our friends and family who now use Kelly are also very pleased like us! She is dedicated to helping each client achieve milestones he/she never knew would be possible. Kelly has become a wonderful friend and we couldnt be happier with our investment decisionsthanks to her guidance and expertise!
Before moving all of our investments to Kelly, my wife and I did all of the research to identify individual stocks and funds to buy and sell. Now Kelly takes care of investing for our retirement and grand children's education. She is well educated, knowledgeable, and experienced in what she does. She is an excellent communicator. If there is something we need to know, she calls. If we have questions, she answers. Our return has been very satisfactory and she has Edward Jones backing her up. The time I previously spent looking at charts and Value Line, I now spend fishing! I would recommend her with out reservation.
Pros: Knowledgeable, experienced, good safe returns
Kelly Mahmoud is a top-rated financial adviser in Austin. Before my wife and I's first appointment, we were not sure what we wanted as far as retirement and did not know what questions to ask. Kelly was able to lead us through the process and now we not only feel much more educated about financial planning but we feel like we can finally trust someone with our money (and of course Edward Jones has a great name with a great reputation). Kelly is always eager to help even if she is busy throughout the day and we just have a simple question. You can't go wrong here...
Pros: Educated,Proactive,Knowledgeable & Professional
My husband and I don't have any interest in following our investments day to day. We implicitly trust Kelly and Edward Jones to do it for us. We highly recommend her to our friends, family and colleagues.
Clear, professional, expert, indispensible!! \r
Kelly Mahmoud is the financial expert as far as my wife and I are concerned. Results are a minimum expectation (which Kelly delivers, market up or down), but we seek a long term partner in any service we choose to use. Kelly and Edward Jones are well prepared, proactive and dedicated to our success. This is demonstrated by the timely accurate information, and personal touches that show that Kelly knows that we are on the right track. Recently I had a question on a 5 year project that we were funding. Kelly took the time to analyze the situation and provide recommendations on how we can maximize our results at the end of the 5 year project. Hard working people with simple goals will like Kelly for her straight forward answers. No double talk or gray areas left to explore. We have recommended Kelly to dozens of colleges and friends who are happy as well.
Kelly is an excellent financial advisor - I can't recommend her highly enough. She is proactive, attentive and always makes me feel like I'm her only client. Her breadth and depth of experience across both personal and corporate finance coupled with her finance degree from the University of Texas makes her an ideal financial planner for my family. I would highly recommend her to anyone who asks. You will be hard-pressed to find a better advisor for your financial needs.
Pros: Excellent advice. Superior service. Very convenient location and easy parking.
Cons: Building is easy to find, but it takes a bit of looking to find the office/suite itself.
Kelly Mahmoud has been very helpful and always attentive to my needs. She always makes time for me and her advice has been top notch and increased my portfolio significantly. I know I am not Kelly?s biggest customer, probably her smallest, but she treats me as if I her only client. Kudos.\r
She recently helped me roll over my 401k from a company I left into an IRA. I was dreading the process as I need to concentrate on my new job, but Kelly called me personally at work and told me exactly what to do. Five minutes later is was done. Wow.
Pros: Kelly's singular focus on my future
Cons: That I don't have more money to give to Kelly to invest :)
My husband and I have been so happy with Kelly Mahmoud's investment advice and counseling. Our investments continue to grow and she keeps us diversified. She takes all the guesswork out of ensuring that we've saved sufficiently for our kids' college education and our own retirement. She keeps up on all the latest financial news and is a tremendous resource. Kelly's easy to reach and always makes times for her clients; she provides outstanding customer service! I can't recommend her highly enough.
Pros: Completely reliable, smart financial advice; Totally customer service driven
Cons: The building is easy to find, but the Edward Jones office isn't well-marked