Keywords: Financial edward jones financial advisor: marc c whiteman aams® ca

Edward Jones - Financial Advisor: Marc C Whiteman, AAMS® - Yreka (CA)

Address: 🏡 106 Ranch Ln STE C, Yreka, CA 96097, USA
Phone : +1
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJW6biRYlGzlQRyEU_5laXsrk
#California

First Command - Monterey

Julia Sherburne I cannot say enough good things about working with Chalitda Hughes. Over the years we worked with a number of First Command advisors and felt like we were doing good things for our financial future, but we didnt have a good picture of everything we could be doing. Then we got matched with Chalitda and now I feel so confident that we are doing everything we can to prepare for worst case and best case scenarios for life while were young and for retirement. She is a dream to work with. She loves what she does. She gives amazing advice. And she really likes to see that her clients are set to meet all of their goals. My advice - Dont sleep on the opportunity to have her as your advisor while youre in Monterey.
5 /5

Mechanics Bank - Hilltop Branch - Richmond

Lilian Gerch Awesome customer service. Customer service representative was very knowledgeable, courteous, quick, and efficient. The branch was neat. At the time I entered the premises, I first filled out the transaction form which was provided on the table for the customers and then I went to wait in line where there was only one person ahead of me. As soon as one of the Customer Service Representatives became available, she called the customer who was ahead of me. So, I only waited a couple of minutes total in line when the next Customer Service Representative became available and greeted me. He was very polite and utterly professional. I have been at this Hilltop Branch a few times, and each time, Ive experienced the same excellent customer service. Ive not checked if they have a drive-thru, but they have made ATMs available for their customers. One can park for free in their parking lot. There is wheelchair accessibility. It is located by a movie theatre, I Hop, and several car dealerships. Its also near the freeway, which makes it very convenient, especially for travelers. It is also close to the Pinole shopping center, close to Round Table Pizza, In-N-Out, and a lot of other stores. Just remember that if you fill out the transaction form correctly provided for you before standing in line, in the long run, it will benefit everyone because the Customer Service Representative will check the form instead of filling it out himself/herself saving time which will prevent long lines.
5 /5