Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS® - Concord (CA)

5 /5 Joppe Aguirre: Umberto does a great job! He calls every few months to make sure Im taken care of and address any concerns or needs. Definitely recommend working with this place.

5 /5 Lilia Prieto: Umberto and Patty are the best. Very friendly, helpful, and go above and beyond for me sometimes. I have had my accounts with them for nearly a decade now. Would highly recommend this office.