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

Christine Clayworth I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time she’s been overseeing my finances I’ve been very impressed. She made some changes to my portfolio that were very positive. She’s proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.

Richard P Earliine is pretty awesome! Shes got a great personality AND she got me a whole bunch back on my taxes. She worked really closely with my bookkeeper (Kathy Reis Bookkeeping) too which was really nice. I honestly am not sure what a CPA should run, but for what she got me back, it was worth every penny... I got back 4x MORE than what she charged me!