Edward Jones - Financial Advisor: Martin R Noble, CFP® - Palm Springs (CA)

Lori Beth Merrill As a fiduciary, I often have new clients who are years behind on their taxes. Mary works in a forensic way methodically and completely catching them up and negotiating with the IRS to minimize penalties and interest. She keeps in good contact to let me know where we are at and her fees are modest. She maintains regular hours and is very affable. Maureen is always a great help in answering questions too! You would be fortunate if she takes you as a client as you can be comforted by her years of experience and knowledge of the latest laws. Mary is the whole package.

Bill Bartley Jared is definitely knowledgeable about all things bitcoin and crypto. Hes easy to talk with and he made it simple to understand this digital environment and its arena. Im a newbie to this asset class, and Streetwise Enterprise certainly enlightened me on how to better navigate it. Im ready to pull the trigger. Lol. Thank you, Jared, for your expertise.