Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CEPA®|CAP®|AAMS®|CRPC™ - Sunnyvale (CA)

Rocky Love Dave is amazing he’s literally a tax whiz. Dave makes complicated Tax situation’s so simple to understand, and the team is a 10 out of 10. I highly recommend!!!!!! Thanks Dave for always being professional and providing excellent service.

Christine Clayworth I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time she’s been overseeing my finances I’ve been very impressed. She made some changes to my portfolio that were very positive. She’s proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.

Melissa Shore They have been very good about communication and making sure my debt was paid on time. Very friendly and make you feel valuable. Respectful, kind and an encouraging.

Malik Hunter My experience with them has been good. They always help out when I need more time. They also help with car repairs. Probably one of the best car loan company i have worked with.