Edward Jones - Financial Advisor: David J Soltes, CFP®|CRPS™ - Clovis (CA)

Luis Perez Jocelyn was very helpful, she explained the documents well, the extra insurance options and she assisted me in trying to get a larger loan amount.

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

Alexander Miller Great staff, helpful with any questions I have, easy to schedule a sit-down appointment. When there is a line they keep it moving quickly, they set me up with a couple great credit cards and were very helpful a few years ago when my account had been compromised. Thank you!