Edward Jones - Financial Advisor: David N Wood - Merced (CA)

Marla Leap A big shout out to Julie Angeles Olmos. After two days of trying to resolve an issue on line and over the phone, Julie took care of it in 15 minutes. Thank you Julie

Judy Mendes Professional and knowledgeable about our business and tax issues.

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.

Penny Haehl Our agent was a great help. Didnt take very long and we saved almost 50.00 per month, for the same coverage., by going to Kathleen Bergeron ins. Wish we had done it sooner.