Edward Jones - Financial Advisor: Holly M Garretson, CFP®|AAMS® - Santa Rosa (CA)

Mark Erickson Thank you Entruity Wealth for getting us headed in the right direction financially. Honesty and integrity are key elements to any relationship but even more so in the financial planning world. Brad, Andrew and the whole staff are very professional and have a true care for those they work with.

Queen Esther Great customer service skills. Very attentive and gave detailed information; giving me more insight than what I asked for. Fast, friendly and accommodating. I highly recommend!

Sophia Hanke I was informed on the phone since I submitted a dispute I would have to get a new card from a branch. When I received the phone call from corporate it was already 1:30 on a Saturday. I looked for the closet branch and found this one, they were going to be closing at 2pm. I went in and was greeted. I sat down and waited. At around 1:45/1:50 James was able to help me get a new debit card. He was so friendly. I apologized for coming in last minute and he assured me that it was okay. He didn’t rush me and was really polite. This was my first time experiencing this branch and he did a wonderful job! Thank you James!

Randy Marsh I had my taxes done by Gary Moran for 15 years until he retired. Gary did an outstanding job. When he left he sold his business and customer list to California accounting. I gave them my taxes in January and in April got a call from a temp that they hired that said that she was working from home in Elk Grove. My taxes were barely completed on time and not done anywhere near as well as before. I ended having a significant payout and discontinued my relationship the following tax year