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Edward Jones - Financial Advisor: Todd Simonson, CFP®|AAMS® - Sonora (CA)

Address: 🏡 133 Old Wards Ferry Rd Ste. J, Sonora, CA 95370, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJBY5oBZTFkIAR5SP0iRZWFWk
#California

Morgan Stanley Financial Advisors - Eureka

Sina Soleimany Poor service and communication. This occured last year, had contacted this office to set up a 401k. Got absolutely no support and despite voicmails left recieved no calls back. Suffice to say I wouldnt trust them with a penny of my money.
1 /5

Safe Landing Financial - Culver City

Marti B. I have worked with Brian for several years. His expertise has been invaluable to my financial journey. He has provided exceptional guidance, particularly in planning for my retirement. A few examples of where Brians guidance truly made a difference include tax planning for Roth conversions and charitable giving with a donor advised fund. After a discussion with Brian, he also gave advice and consulted with me on my individual trust. Brian provided stability for my investments during volatile COVID markets, allowing me to weather the uncertainty with peace of mind. Thanks to his guidance, Ive been able to enjoy retirement more fully and travel without having to check my accounts daily by knowing that my financial future is in capable hands. Brian is a level headed, easy to work with and very accommodating advisor. My portfolio is doing fabulous! I recommend Brian to anyone seeking a knowledgeable and reliable financial planner.
5 /5