Keywords: Financial edward jones financial advisor: danelle r dix cfp® ca

Edward Jones - Financial Advisor: Danelle R Dix, CFP® - Jackson (CA)

Address: 🏡 11960 CA-88 Suite 3008, Jackson, CA 95642, USA
Phone : +1 (209) 920-0717
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJt7CExIZ7moARi8cxhIF9MxI
#California

Financial Balance Insurance Agency - Concord

Kenneth Henry Jimmy is a great agent and has helped me with my business at every turn when it comes to insurance advise and what I need to expect down the road. We have been working on getting workers compensation for over 6 months and he has found programs left and right for me. I would recommend his services because he is the kind of person that puts his clients first, finding insurance that suits the business owners needs. Thanks Jimmy!
5 /5

River City Bank - Placerville

Richard Williams Placerville is my home branch of this bank even though I have moved 2 hours away. When my new checks were lost in the mail I called the branch. Summer answered, remembered my by name (the staff at this branch are amazing for their personal care of customers), and immediately began to assist me in addressing the issue. She froze the account, took down all information on outstanding checks so they could be paid, gave me detailed directions on next steps to open a new account and reassured me that all would be fine. She even updated all of my data so when I went to a closer branch to open a new account it was very easy for them. I really appreciate the level of service and care received by Summer and the others at this branch.
5 /5

Satori Wealth Management, Inc. - Los Angeles

Alla Kaluzhny We have been clients of Danny Michael ever since we started exploring our retirement plans and options. It was about ten years ago, a while before Danny created his company, Satori. Satori stands for sudden enlightenment and wisdom, and Danny abundantly represents these qualities in our view. He is trustworthy, impeccable with his word, highly ethical, and experienced. He always gives sound advice, and we trust that it is in our best interest. If you are looking for a straightforward, well-qualified financial advisor and want to plan your carefree retirement, we recommend you make an appointment with Satori.
5 /5