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

Address: 🏡 3916 Missouri Flat Rd Suite B, Placerville, CA 95667, USA
Phone : +1 (530) 626-6246
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Weekly Open time:

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

WealthArch Investment Services - Pasadena

Adam Cheung Earl has helped manage my money for 5 years and I could not be happier. His attention to detail, thorough research and excellent communication are all great attributes but he also brings a very personal, grounded approach in the way he really gets to know you and your needs. He was very upfront in describing his approach to investing from our first meeting so as to set proper expectations. Hes not trying to chase the next big thing when he invests. He really digs into individual companies and takes a close look at their pros and cons before deciding if they offer value at a given point in time. In the coming decade, I think this will really bear even more fruit as we are likely facing a stagnant overall stock market where there will be winners, but definitely more losers and where the skill to pick individual stocks will really help Earl shine. Ive always been confident that first and foremost, Earl will protect my capital above all else. But he will also not hesitate to buy when the time and price is right. Its also important that someone has skin in the game and Earls own portfolio mirrors his clients to a large degree as well. In this industry, there are too many advisers and banks that lack accountability so this is much appreciated from my end and adds to the level of trust. All in all, Ive been very happy and impressed.
5 /5

Educational Employees Credit Union - EECU - Madera Branch - Madera

Cassandra Plascencia It’s a nice branch close by work for me but the ATM is always down.
3 /5
freedom debt relief ca

Freedom Debt Relief - San Mateo

Anthony Forte I had an excellent experience with Freedom Debt Relief. From the very beginning, their team was professional, supportive, and transparent about the entire process. They took the time to explain my options clearly and made me feel comfortable with each step. What I appreciated most was their consistent communication and encouragement—whenever I had questions, they were quick to respond and always patient in guiding me through. The program gave me a clear path forward and lifted a huge weight off my shoulders. Thanks to Freedom Debt Relief, I feel more in control of my finances and finally see a brighter financial future ahead. I would highly recommend them to anyone looking for a trustworthy partner to help manage and reduce debt.
5 /5

Tax and Debt Solutions - Placerville

Glenn Toof Pam, the lady at Tax and Debt Solutions, is such a kind and intelligent person! She was referred to us by a co-worker. We had an excellent experience! She is so well informed and up to date on everything! We found her to be so helpful that we even referred her to friends and co-workers of our own! She is located in Diamond Springs, close to Placerville, CA. We live in Sacramento but she is soooo worth the drive! We highly recommend her! Just call her up and see for yourself!
5 /5