Edward Jones - Financial Advisor: Christie Johnson, CFP®|CRPC™ - Placerville (CA)

Jerry Pascoe My wife and I have worked with Tim at Valley Oak for several years now. We really appreciate his in depth knowledge and ability to explain the complexities of investments and provide valuable advice that has helped us plan well for retirement. We highly recommend Tim and his team!

Kevin Wong After stringing me along for 4-5 months, they sent a poorly worded email stating that the LOCKED RATE is too far from the current market rate. I had to chase them down every 2-3 days for them to sat that “it will be closed in 2 weeks”. Liars and frauds. Please go elsewhere to save your efforts.

Tom Roach Avoid investments here. Terrible communication, poor guidance, and carelessness.