Edward Jones - Financial Advisor: Javier K Bolante, CFP®|CRPS™ - Carmel (CA)

Jorge David Arias Rodríguez I asked them some questions about international transfers, they explained everything properly.

Christine Clayworth I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time she’s been overseeing my finances I’ve been very impressed. She made some changes to my portfolio that were very positive. She’s proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.

mary myers I was pleasantly surprised at the level of knowledge Edward French demonstrated during our first appointment. Prior to today’s appointment, I had a phone consultation regarding Capital Gains taxes from the sale of a home. He assisted me in the preparation of the data he needed to prepare my returns. I found him easy to work with and actually enjoyed our appointment.

Niki Hall Embarrassed to admit, had a hard time with the website and this was the nearest office (1.5 hour drive away.) Thinking I was only going to be able to make an appointment, I was pleasantly surprised with how quickly we were helped and how friendly, understanding and helpful the employee was. It felt like I was there maybe 10 minutes from parking to walking out the door and got everything taken care of!

Vivian Pine-White Rich McWhorter is superb. I wouldnt go anywhere else.

Gina Ammon & Donna Baker Realtors We’re so glad to have Taylor Insurance and Financial Services as our preferred vendor! Their team is professional, knowledgeable, and always takes great care of our clients. They make the insurance process simple and stress-free. Highly recommend!