Edward Jones - Financial Advisor: Brady Cheffet, AAMS®|CRPC™ - Red Bluff (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.

John Clark The staff at smartcpa is awesome! Mohanad, my accountant, is professional and helpful. I’ve been with him for years and he never disappoints. I have referred many of my friends to him and they are also pleased with his professionalism and dedication. Would recommend!

Lori Beth Merrill As a fiduciary, I often have new clients who are years behind on their taxes. Mary works in a forensic way methodically and completely catching them up and negotiating with the IRS to minimize penalties and interest. She keeps in good contact to let me know where we are at and her fees are modest. She maintains regular hours and is very affable. Maureen is always a great help in answering questions too! You would be fortunate if she takes you as a client as you can be comforted by her years of experience and knowledge of the latest laws. Mary is the whole package.

Asha Frazier Customer Service is very helpful and easy to work with. Many companies now put chat and phone bots on the front line, that waste your time. Jaimie was great !! She patiently helped me unravel new renewal issues. Frazier followed up to make sure I did not miss my wildfire insurance due date. The entire Frazier Team, communicates well together and is quick to respond and give good answers by email.