Edward Jones - Financial Advisor: Hector M Gonzalez, CFP® - Santa Cruz (CA)

Katy Jo Caringer I absolutely love this location, their staff goes above & beyond and are always so friendly! I have to give shout out to Jesus, his care for his customers is truly incredible. I walked in without an appointment, and he even skipped his lunch break to help me follow up on an important fraud claim I needed assistance filing. He truly was so happy to help, and his follow up is incredible. Go here if you have anything thing you need from Chase, this location is the best!!

Ana McCarty Working with Alfonso Delgadillo and his amazing team—Alexis and Amanda—was truly a 5-star experience! As first-time homebuyers, we were nervous about the process, but this team made everything smooth, straightforward, and incredibly efficient. Alfonso was knowledgeable, patient, and always available to answer questions or explain next steps. His professionalism and genuine care were apparent from day one. What really made a difference was how Alexis and Amanda stepped in during escrow—they were absolutely essential in keeping everything on track and pushing things forward with precision and care. Their coordination, responsiveness, and attention to detail helped us feel confident and supported through every milestone.

Jeff Figone My wife and myself are approaching retirement and wanted to find someone who we felt understood our financial situation but also someone who we could trust with our hard earned investments. Once we started to talk with William Callahan, we knew almost immediately he was the right choice. He asked many questions about our goals and our expectations of what kind of lifestyle we wanted to enjoy. He made us feel at ease and comfortable with his clear explanations and impressive insights. In addition, his personable and knowledgeable staff follows up with all paperwork and questions in a timely and professional manner, they are a true asset. Mr. Callahan and team has made our whole retirement transition manageable, and given us the confidence to retire comfortably and to achieve our goals.