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Edward Jones - Financial Advisor: Erika Lockwood, CFP® - Santa Rosa (CA)

Address: 🏡 1625 Terrace Way Suite B, Santa Rosa, CA 95404, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ8Q5aW2dHhIARHdoDboQkiac
#California
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PNC Bank - Jackson

Pandora Pipiringos Jack was extremely efficient and sympathetic to all of my issues. He explained everything to me and fixed all my problems. I AM VERY IMPRESSED!!!!
5 /5

Lendmark Financial Services LLC - Hanford

Yesika Juarez The ladies there are really helpful and nice. I felt welcomed when walking through the door. Amazing service, I would go to them again and recommend anyone else too as well.
5 /5

Bank of America Financial Center - Chico

aditya jekkula THANK YOU Elijah. I had an outstanding experience at Bank of America, and I highly recommend Elijah Hostettler. As someone new to Chico, opening my first bank account in the U.S. could have been daunting, but I’m glad I chose Bank of America. Elijah was incredibly patient and helpful. He listened to me like a friend while maintaining a high level of professionalism, expertly advising me on my account. Despite having a different accent, Elijah made sure I felt heard and understood, never making me feel like it was a problem. I had two appointments with him, and both were exceptional. All my doubts were resolved, and the entire process felt effortless, thanks to Elijah’s guidance. During my first appointment at 11:00 am, I arrived early at 10:50 am and was promptly met by Elijah at 11:00 am sharp. His punctuality was impressive. For my second appointment, also at 11:00 am, Elijah even called me at 9:00 am to remind me and ask if there was anything he could prepare or Set up in advance to save my time—such thoughtful service! When I arrived for the second appointment, I noticed him attentively assisting an elderly lady. After finishing, he walked her to the door, which shows how thoughtful and helpful he is. THANK YOU SO MUCH, ELIJAH! I highly recommend Bank of America, and if you have the chance, be sure to choose Elijah.
5 /5

Vestus Group - Carmel-By-The-Sea

Marie Basinger Run dont walk... Run as fast as you can away from this company. I invested most of my money into supposedly conservative investments. These people do not know what Conservative means. Every bit of advice was incorrect. I counted on them and when they got all that they could and there was nothing left (or they think there was nothing left) they stopped communicating. Yes every time I had a concern about how my money was doing or I questioned if it were really safe they would come back with high pressure rhetoric and I would just get disgusted and say forget it. Well, I finally took what I could out of their "incapable hands" and the rest I just consider a loss. Even in the downswing of this economy they kept telling me to leave it it in and that it was the best time to invest. Maybe for them. I prefer taking care of my own money in the future and because of this company I will never trust another Financial Adviser as long as I live
2 /5