Edward Jones - Financial Advisor: Bob Mason - Auburn (CA)

Benjamin Mertz Yes, it lacks some of the conveniences of big banks. But since its a credit union, I know my money is being re-invested into my community instead of the pockets of billionaire CEOs and the prison industrial complex. Investing your money in a credit union is a moral decision that directly helps ordinary people and organizations in your local community. Im proud to be a resident of Richmond and proud to have my money in a local credit union. Also the owner at this local branch is a cool dude.

e.g. Mμ Good

Larry Sun I have been a client of Adam Gould and Dogpatch Wealth since 2014! Over the past 10+ years, Adam has provided valuable guidance, support, and management. I have an incredible amount of effortless trust for Adam and his experience. He has been with me in my career, life, and the changes in this global economy at every stage. I recommend him highly!

weather Very nice southern fellow helped me figure out an error with my account over the phone. Im pretty sure this is what he looked like

Denise Bridgeman My sisters and I own a small company in Northern California. After our father’s lengthy & very expensive illness, we decided to look into purchasing long term care insurance. Our insurance agent recommended that we work with Steve Shapiro, as he was a specialist in Long Term Care Insurance and a trusted colleague. From the time we were first contacted by Steve until the day he delivered us our policies, he was very professional. He returned all calls in a timely manner, he kept all commitments, answered our questions patiently and thoroughly and he made time to review the plan with our tax advisor, who supported our decision to purchase the plan that Steve recommended. As small business owners, the significant tax benefits derived from the company’s sponsorship of the plan was icing on the cake. We are very relieved to now have excellent Long Term Care protection and would recommend Steve without hesitation to anyone interested in Long Term Care Insurance. Denise B., Business Owner