Eckhoff Wealth Management, LLC - San Rafael (CA)

Kevin Coryell I have been a client of Kirk Sheby for 6 years. He has always been very helpful, knowledgeable, and personable throughout our relationship. He has helped me with everything from financial planning, retirement planning, and more recently, my student loan debt. Most importantly, when I call or email him he always picks up or responds quickly. Highly recommend!

Mike Grattidge I cannot say enough good things about John Dausman!! After turning all of our accounts over to John he was able to give us a forecast of our retirement years. He tweeked a few things to maximize our return on investments, he explained where our money would give us the most bang for our buck and how he would be constantly watching the trends and moving things around when necessary, with our approval of course. He keeps us updated with emails or phone calls and now we feel confident that we will be able to retire when we plan to and have financial security. If you are like I was, not really knowing what your money is doing or if its doing all it can for your future - call John Dausman at Edward Jones!! He will take a huge weight off your shoulders and youll sleep better at night.

thad Miller Been working with Jim . For 10 years now. Just finished off paying my house. Its been nothing but a pleasant journey with him. I would definitely go back to do it again. Thank you

Jenny Cortez This is my second loan with oportun, Reyna was very helpful and professional answered all my questions and helped me through my application .