Edward Jones - Financial Advisor: John Moller, AAMS® - Petaluma (CA)

Phyllis Graham I want to say Scott Betancourt was the most helpful person anyone could ask to speak to. He had knowledge of the product, able to answer questions, gave advise made sure you understood, he listened to you as you explained your mishaps.

Robert E. Zak I have turned much of my retirement planning over to Winship Wealth and have been happy with the results. The fact that they are FEE based means they are not just steering you to the investments that provide them the biggest commission - a very big plus. They took the time to learn my long term goals and develop a plan to meet them.