Edward Jones - Financial Advisor: Terrence J Crowe, AAMS® - Paso Robles (CA)

Deb Monday, 09/15/2025, began as a horrible day! There were 3 fraud account(s) posted on my account, which left me in the negative. I was frustrated and upset because I did not think that this would get resolved immediately, amongst other issues. Clovis’s Branch Manager, Andrea West helped me, and saved me! She was wonderful! Although, it was confusing to me, she knew her stuff, and explained to me what she was doing every step of the way! Prior to her helping me, I was considering changing to another Credit Union. Andrea did a great job, and I would like to thank her for everything, and this is why I’m posting a review!

Dennis Scott I had the privilege of working with Ben on a transaction recently in Santa Cruz, and I was so fortunate that he dealt with the financing for my buyer. He made the process so easy and smooth and he was able to overcome challenges through throughout the transaction that I don’t think any other lender would have been able to do. I look forward to working with him again on many more transactions in the future!