Edward Jones - Financial Advisor: Ryan L Powell, AAMS® - Petaluma (CA)

Ana McCarty Working with Alfonso Delgadillo and his amazing team—Alexis and Amanda—was truly a 5-star experience! As first-time homebuyers, we were nervous about the process, but this team made everything smooth, straightforward, and incredibly efficient. Alfonso was knowledgeable, patient, and always available to answer questions or explain next steps. His professionalism and genuine care were apparent from day one. What really made a difference was how Alexis and Amanda stepped in during escrow—they were absolutely essential in keeping everything on track and pushing things forward with precision and care. Their coordination, responsiveness, and attention to detail helped us feel confident and supported through every milestone.

Alex I love this place. Easiest banking experience I have ever had and the staff will help you with anything you need. If youve just moved to Concord, this should be your second stop after after your apartment. If you have any problems, just talk to Joel. Hell take care of them.

Jeff Wilson I needed help with my books asap! They are not only a grade A cpa firm, but they also handle Quickbooks as well. Kyle as an artist when it comes to taxes so ask for him if you need tax help