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

Li Jing He This is the first time I have deep discussion with financial planner for my retirement. Phil and Charles guide me through the process to collect all my information and prepared 3 detail investment options to achieve my retirement goals. I appreciate their professionalism and help me understand each options include possible risk, growth potential, and how they earn their money. I feel they are honest and try to help me to maximize my retirement income. I highly recommend them if you are looking for financial planning of your hard earned money.

Deb Monday, 09/15/2025, began as a horrible day! There were 3 fraud account(s) posted on my account, which left me in the negative. I was frustrated and upset because I did not think that this would get resolved immediately, amongst other issues. Clovis’s Branch Manager, Andrea West helped me, and saved me! She was wonderful! Although, it was confusing to me, she knew her stuff, and explained to me what she was doing every step of the way! Prior to her helping me, I was considering changing to another Credit Union. Andrea did a great job, and I would like to thank her for everything, and this is why I’m posting a review!