Edward Jones - Financial Advisor: Mark T Hegland, ChFC® - San Francisco (CA)

Karina Villalobos Where do I begin: I went into Checkmate in El Centro. I was immediately greeted by Nancy. Nancy was very prompt, efficient, and provided excellent service. The level of attention she provided was immaculate I felt truly valued as a customer. I will definitely be returning back to this specific Checkmate for as long as Nancy is there. She answered all my questions and doubts, and was very patient. I truly appreciate her knowledge and most importantly her great attitude.

mary myers I was pleasantly surprised at the level of knowledge Edward French demonstrated during our first appointment. Prior to today’s appointment, I had a phone consultation regarding Capital Gains taxes from the sale of a home. He assisted me in the preparation of the data he needed to prepare my returns. I found him easy to work with and actually enjoyed our appointment.

Kyhns AC & Heating Bob has done a great job for my parents. I have the utmost trust in him and will continue to use him for all my financial planning and dealings.

jacque gutierrez Tori and Alex are the absolute best! They will walk you through everything having to do with your financial well-being, and take their time to really provide you reassurance and knowledge, especially for someone like me who sometimes gets lost in the lingo of the finance world! They are the definition of professional, they’re so caring and have the greatest most solid team! I 100% recommend choosing Tori and Alex as your financial planners!