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
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJW6biRYlGzlQRyEU_5laXsrk
#California

Primerica -

Emerald Malijan - ONeill very disappointed with Margret Ann Johnson the agent who was a referral to me and my husband from a very good friend of mine. After getting my husband approved. (pushy and was calling only when it was good for her) I needed some help with my own life insurance getting approved and she was very un responsive. Ive left several messages to her Main line in the Antioch office, emails, voicemails no respond from anyone. Very poor value and not professional at all. I had to go with someone else in the Benicia Primerica Office to have him help me with blood work for the approval and also helped me with my parents life insurance. Do not deal with Margret Ann Johnson and her branch in Antioch. P.S someone needs to tell her to pause sometimes when speaking instead of saying "ums".
1 /5

Turnkey Financial Solutions - Union City

Tim Do We recently worked with Turnkey on our ERC claim, and I couldn’t be more pleased with the experience. They kept us updated every step of the way, handled communication with the IRS on our behalf, and made sure we understood exactly what to expect. Thanks to their hard work, our refund was successfully processed, and we recently received our check. If you’re considering filing for the ERC, I highly recommend Turnkey. They deliver results and truly take care of their clients.
5 /5

WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA - Santa Monica

Geoff Allen I have been a client for 4 years now and have been very impressed with Adam and his team’s high level of technical experience, professionalism, attention to detail and prompt communication. It is rare that I come across great customer experience. Wellacre is exceptional! Thank you!
5 /5