Keywords: Financial edward jones financial advisor: ron jacob aams™ ca

Edward Jones - Financial Advisor: Ron Jacob, AAMS™ - Placerville (CA)

Address: 🏡 3916 Missouri Flat Rd Suite B, Placerville, CA 95667, USA
Website: https://www.edwardjones.com
Phone : +1 (530) 626-6246
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ2wnOlxBXmoAR2dbWJYFpwyQ
#California
kinetic financial ca

Kinetic Financial - Los Angeles

Linda E. Id been thinking about consulting with a financial advisor for several years, especially since retirement was fast approaching and my life savings was somewhat undiversified in my companys 401(k) plan. When I attended Ali Hashemians presentation almost two years ago, I immediately connected with him and his insights into retirement, estate and tax planning, and portfolio diversification, so I took advantage of his offer of a free portfolio analysis and suggestions regarding how best to protect and maximize my retirement savings, and thereafter signed on as a client of Kinetic Financial. Ali has many years of experience as a Certified Financial Planner and is an expert on tax-advantaged planning, risk management, economic conditions and financial forecasting. Im absolutely thrilled that I trusted my instincts and am constantly impressed by the level of first-class concierge services provided by Ali and his highly experienced, enthusiastic, courteous staff. It is apparent that everyone who works at Kinetic Financial LOVES what they do! Ali listens to my concerns and bases his trustworthy advice on my specific goals, constantly has his finger on the pulse of the currently volatile, ever-changing markets, and makes invaluable suggestions during our quarterly review meetings. I was beyond thankful when he suggested changes to my investments which moved a portion of my savings from volatile stocks into a more conservative, protected investment. Its a huge relief to know that Ali always has my current and future financial security in mind! I cannot recommend Ali Hashemian and his colleagues at Kinetic highly enough.
5 /5

The Gold Exchange - Red Bluff

Josh they pay more than anywhere in redding for placer gold but the guy that buys the gold is on vacation until monday the 14th of july
5 /5

Northwestern Mutual - El Centro

KishaMichelle Zamudio I asked for a financial planner not a life insurance agent
1 /5

BSI Financial Services Inc - Concord

Patrick Delaney Tried to switch to my wifes bank account for autopay after 5 yrs of using my account. Do not know why it wouldnt work but still didnt work after 3 different attempts. Offered to mail them the payment and they told me not to do it, they would get it worked out. Finally had to switch it back to my account to get them paid, then they reported me as 30 days delinquent to all agencies the day after I paid them. Asked them to remove it and they told me no, despite an excellent past payment history and proof that I had tried multiple times to pay them multiple different ways. Even tried using a debit card to pay them but they do not accept that method. They a heartless, soulless heathens.
1 /5