Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA® - Napa (CA)

5 /5 Julia Rock: Justin and Jennifer are both delightful to work with! Justin has managed our account for the past two years with great success. They follow up with us regularly and keep us informed as the market changes. The thoughtful cards and gifts they deliver throughout the year are a nice touch, Justin even delivered an apple pie to our house for July 4th! Investing can be overwhelming and scary but Justin Gomez makes it easy to understand and, even better make a nice return. Jennifer is incredibly helpful and friendly. We are so happy to be here!

5 /5 Nadia Kinkade: Justin has managed my accounts for years and I’m thrilled with the exceptional service from Justin and his team.

1 /5 Anne Aldridge: When I called Mr. Gomez office I had the misfortune to get Jennifer on the line. She laughed at my statements and ended the call. I decided her boss should be aware of my experience. I called back and told her I would like to speak to her boss, She refused, i pressed further and said will I have to email him and she said “go ahead but I will not give you his email”she then apologized by saying “I am so sorry I laughed but you sounded so miserable that I laughed” I responded you laugh at others Misery? She was making a bad situation worse. I simply called to ask a questions to see if possibly my financial advisor was a rare bread in lack of customer service. Unfortunately it is how they are trained if Jennifers behavior is acceptable. I regret ever putting my money with this company. I will be surprised if Mr. Gomez calls me back, Jennifer was confident that he would not be able to help me with my simple questions. I wanted to interview Mr. Gomez to see if I could move my money to him with confidence. One would think that ALL Edward Jones employees would be familiar with the protocol of their business and able to answer a quick question about moving money. Jennifer was confident that Mr. Gomez would not know how to do this simple task. If the CEO of Edward Jones sees this review It would be wonderful to speak to someone who is interested in keeping a client happy and trying to hold on to the account. Sincerely, Anne Aldridge