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

Sophia Hanke I was informed on the phone since I submitted a dispute I would have to get a new card from a branch. When I received the phone call from corporate it was already 1:30 on a Saturday. I looked for the closet branch and found this one, they were going to be closing at 2pm. I went in and was greeted. I sat down and waited. At around 1:45/1:50 James was able to help me get a new debit card. He was so friendly. I apologized for coming in last minute and he assured me that it was okay. He didn’t rush me and was really polite. This was my first time experiencing this branch and he did a wonderful job! Thank you James!

Judy Stafford Steve Valencia is an extremely knowledgeable agent and has been my agent for over 6 years. He stays updated on all insurance issues and works with his clients on explaining coverage. He is able to provide his clients with a variety of insurance opportunities. I would highly recommend Steve to anyone moving to the area and looking for coverage, or looking for a change. You will not wont be disappointed with the customer service and knowledge provided by Steve Valencia and Athena Insurance.

Jim Fimbrez I had heard of One Main Financial, but had never had any person to person communication with them. I will say this, from the person that set an appointment to the, Merced office for me, to the representative that help me get my loan approved, were very curious, with very simple to understand various options & give you answers to any questions you have. They were so kind, they even reached out & went as far as mailing. W/stamp, a bill, I screwed up trying to pay it online. A very relaxing atmosphere, with everyone around that office, will help with any questions or anything, regarding your business there. The representative that helped me, was very efficient along with a easy to understand description of the segments in receiving the loan. Thank you very much, for helping me out of the situation I was in. It took a lot of stress & depression, away from me. This is a 10 Star financial company by far! Again? Thanks. Customer, Jim D. Fimbrez