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Edward Jones - Financial Advisor: Shawn R Sanchez - Auburn (CA)

Address: 🏡 13620 Lincoln Way Ste 320, Auburn, CA 95603, USA
Phone : +1
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJBy1YVU8Fm4AR_02PYgStkh8
#California
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Morgan Stanley Financial Advisors - Santa Monica

Drew Bader Some nice people here but some of the advisors are incompetent. Heard an advisor was fired for a racist tirade in public. Another advisor who was a cheerleader at UCLA was an apologist for this individual and is racist himself. Some of the advisors clearly demonstrate a lack of professionalism and are technically not qualified for their positions. I’ve heard too many stories of missed investment opportunities, deception and overall questionable behavior. Other than that, this branch is ok.
3 /5

Edward Jones - Financial Advisor: Megan M Fruit - Placerville

Addison Lueras Megan is an incredible financial advisor - honest, extremely knowledgeable and very communicative when it comes to all things finance related. She’s very trustworthy and it’s one reason why I made the switch from my last financial advisor to her. Highly recommend- you will not be disappointed.
5 /5

DelMorgan & Co. - Santa Monica

Mike Torchia DelMorgans team started out well in our firms recent acquisition and helped us figure a lot of things early on. Their level of support and communication had been a master class in competence and followed through. Our expectations were exceeded with DelMorgan and their crew
5 /5