Keywords: Financial edward jones financial advisor: jen kukis aams®|crpc™|crps™ ca

Edward Jones - Financial Advisor: Jen Kukis, AAMS®|CRPC™|CRPS™ - Davis (CA)

Address: 🏡 503 4th St Ste A, Davis, CA 95616, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJK7q3JHUphYARuSeVlLDjHGg
#California

Sun Community Federal Credit Union - Calexico

Sherlyn Huerta I have used this credit union for more than 15 years and it is the best in the valley! I especially recommend the branch from Calipatria as the workers are courteous. Recently I joined the online banking and I had a little difficulty getting the app to work. Although, I do recommend getting it and honestly the worker by the name of Alma was very, very helpful! All in all, they are best...
5 /5
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Wells Fargo Bank - South Lake Tahoe

Robert Horowitz Opened promptly at 9. All staff were helpful, attentive and kind.
5 /5

Professional Tax Services LLC - Fremont

Vinny Pici I have used Professional Taxes services for 11 years now and would give Neil and his team a strong recommendation. They are very knowledgeable and respond very quickly to questions. I am not only a customer for my taxes but also for financial planning. If you are looking for a great CPA, who understands your needs, you do not need to look any further, Neil is the right person. Vinny
5 /5

Edward Jones - Financial Advisor: John Dausman, AAMS® - Chico

Mike Grattidge I cannot say enough good things about John Dausman!! After turning all of our accounts over to John he was able to give us a forecast of our retirement years. He tweeked a few things to maximize our return on investments, he explained where our money would give us the most bang for our buck and how he would be constantly watching the trends and moving things around when necessary, with our approval of course. He keeps us updated with emails or phone calls and now we feel confident that we will be able to retire when we plan to and have financial security. If you are like I was, not really knowing what your money is doing or if its doing all it can for your future - call John Dausman at Edward Jones!! He will take a huge weight off your shoulders and youll sleep better at night.
5 /5