Edward Jones - Financial Advisor: David S Peterson, CFP® - San Diego (CA)

Aubree Johnson Financial reports are clear, showing rent and expenses monthly. The online dashboard is simple to navigate, saving me time. Their team explains details if needed, so helpful. The user experience is awesome, stress-free. I’m thrilled with their organized financial system.

Haylie Hernandez Came in without an appointment and waited about an hour as a walk in. The guard at the door remained kind and helpful to everyone walking in, I commend his patience for repeating himself so kindly so many times. The person who helped me at the window was very kind and helpful. Busy building but the system works efficiently with people who care.