Broker Check

Client Testimonials

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"Jayeeta at Rivers Edge Wealth is a Certified Divorce Financial Analyst (CDFA) and provided invaluable help during the division of my assets post-divorce. When two parties have been through an adversarial divorce, asset division can be surprisingly tricky. For the high earner, once you have a Final Judgement of Divorce, you will find that you are on your own to figure out how to divide brokerage accounts and retirement assets in a way acceptable to both parties, in conformance with the judgement and accepted by your brokerage custodians. I was fortunate to find Jayeeta who charged a flat fee to help me through this. She has a calm, professional demeanor which really helped lower the temperature when disputes arose. I would highly recommend Jayeeta and Rivers Edge Wealth as advisors for anyone going through a divorce with equity assets." 

This statement is a testimonial by a client of the financial professional as of 11/16/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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"I don't think I will ever forget the day I met Jayeeta. I had just competed my bank transaction with the bank teller and as I was getting ready to leave, I simply stopped and stood where I was. A woman came towards me and I could tell by her dress appearance that she was an employee. She came up to me and simply said, "may I help you" My reply was my husband is in the hospital across the street and is dying and I'm not to sure what to do with banking after he passes. I am not the type of person who will speak to strangers or share my problems. I truly felt that my life and financial situation was about to change.. I asked Jayeeta for her business card and I knew I would reach out to her when I was ready.

December 15, 2014 I had my first meeting with Jayeeta to review my accounts, 8 years later I finally write to say Jayeeta is an amazing person, she is very through and super knowledgeable, takes the time to explain and answers all my questions.

River's Edge Wealth staff are very helpful and polite and will go the extra mile to help with my questions and concerns."  -Sherry F 

This statement is a testimonial by a client of the financial professional as of 06/02/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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