Edward Jones - Financial Advisor: Sean E Leveroos - Sonora (CA)

Orlin Koehmstedt Thank you Alec for the time you were able to help me with my questions in regards to my financial future. I reached out to the SmartVestor pro on Dave Ramsey and Alec was the first one to call and leave a message. He was enthusiastic and seemed well knowledge in the financial world and really broke it down for me to understand. Thank you again for the time we spent on the phone. I will definitely pass on his information to anyone I come in contact with who is looking for a smartvestor pro!

Robert Castro It was a long steady process worth waiting! I’m very satisfied on how the whole program went and with such expected positive outcomes. My client service specialist has been very supportive and helpful all throughout the process. Needless to say, Sienna is very professional and courteous in her demeanor. I have been informed of every information and expectations from the very start; from payments up to the timelines, etc. For me, this has been a positive opportunity in my life! Thanks so much for a wonderful life-changing experience!!!

Brian Pearlman Dave is an amazing accountant. He’s been doing my families taxes for many years and helped us with a number of complex filings. Dave treats us like family and is available whenever we need him. I can’t recommend him enough. Thanks for being the best!