Commonwealth Financial Network, Jeffrey Edmonds - Petaluma (CA)

Isaiah Perez I got assisted by Alex Heitter and he was great. He was able to help me open an account and was helpful through the entire process. All of the staff have a welcomeing demeener and were very kind

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

Kenneth Primeau Great experience with tax preparation! They are very knowledgeable and professional! Highly recommend!

Rafael Gomez This was my first time applying for a personal loan and Stephanie was nothing, but amazing! She made all the terms and conditions clear and answered all of my questions. She even took the time to explain how can I get to my goal of buying a house one day and how to work on my credit. Definitely recommend this company and Stephanie Schafer.