Edward Jones - Financial Advisor: David P Cougevan - Davis (CA)

Allison Panella Jennifer and her team have been instrumental in guiding us towards a secure financial future, not just for my husband and me, but also for our children and employees. Their expertise, assistance, and commitment to excellence have consistently impressed us. They possess a deep understanding of financial matters and have proven adept at maximizing the growth of our contributions. We couldnt be more grateful for their invaluable support.

Tony Geravesh A seamless, professional, and stress free process dealing with my taxes through Geravesh inc. I will not go anywhere else after working with Aryan. Everyone knows how stressful tax season can be and Aryan takes that and makes it completely stress free. Im very grateful for him!

Kalia Mitchell-Silbaugh I can’t speak highly enough of the customer service I have received from the staff at the Monterey Fidelity branch. They have been readily available to help me with a variety of requests and have consistently gone above and beyond to provide expedited service. They are kind, helpful, patient, and welcoming. I particularly want to thank Aaron for spending over 45 minutes on the phone with me to answer all of my questions and support with document verification - he stayed on the phone with me until he was sure my request was fully resolved and that I had all the information I needed, and followed up to provide me with additional resources.

Douglas Arnold Lou and his team have recommended investments that beat the market, just as Gary consistently did when he was at the helm. The team makes everything easy for me, tracking down and figuring out all of the paperwork needed to keep my investments current to my circumstances. For these reasons I am a loyal customer still, even though I have moved to the East Coast.