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Edward Jones - Financial Advisor: Jen Marshall - Novato (CA)

Address: 🏡 505 San Marin Dr Suite 110B, Novato, CA 94945, USA
Phone : +1 (415) 898-8144
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJOUe7_by7hYARXKsWXCFersQ
#California

Encover Personal Finance LLC - Fremont

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.
5 /5