Edward Jones - Financial Advisor: Jim Moffatt - Paso Robles (CA)

Elvi F Have always had such a good experiene any time Ive come in. Ive refinanced my car through them and have referred friends and family. Everyone is always very friendly and the interest rate for my Marketedge savings account is really good too.

Rick T Mr. Balza is the best!! He has strong skills in the Insurance and Financial Services sector. His professionalism and knowledge are second to none. On top of all that, he cares sincerely, he is looking out for your future not his wallet. Advise will always be the best fit for your particular situation no matter how large or small it may seem. In my opinion Mr. Balza is the best agent in his trade, his earned awards prove it. Dont hesitate, if youre looking for an agent Mr. Balza is the ONE.

Yasmine Elsherbini I came to Debbie last year (2023) when my 2021 taxes were a mess- I had to deal with IRS letters and back and forth with my financial institution. Long story short--Debbie was able to help me prove that I did not need to pay and get me back the large amount of money that I had paid when I didnt need to. Fast forward to this tax season and I returned to work with Zack for my tax filing. I was pleased again with the service and would recommend them to anyone looking for assistance. Happy customer!