Edward Jones - Financial Advisor - Novato (CA)

Kris Carrizo After researching different companies and speaking to several advisors, I decided to put my trust in Erica Zaragoza of LA Wealth Management. From the first time we spoke, I had a good feeling about her. Once I met her in person, I knew she was the one to help guide me through my finances and help me prepare for retirement. What drew me to Erica was her positive demeanor and overall kindness. She understood where I was in life and could relate, and therefore provided me with invaluable guidance. She is very responsive and always pleasant to deal with. I highly recommend Erica and advise anyone to get financial advice and prepare for retirement.

larry rock I went to the Seaside branch of Central Coast Credit Union this morning To find the bank went out of business The signs were gone ,ATM machines gone like there never was a bank there I was just there two weeks ago and no signs that they were leaving Another credit union Wescom sent me mail Regarding the purchase of Central Coast But said nothing about closing the branch And even included the Seaside branch on their paperwork and mentioned how smooth the transition would be starting June 1 A month away. Hope they didnt make off with my money!

Janae M Updated 4/4/19- I must say over the past 2 years B of A has definitely stepped up their game in the business banking. I waited so long to update my review to see if this was just a fluke or if this would last, and it has been smooth sailings for a while now; Im very pleased with how theyve handled the situation. First review- Our company has been banking with B of A for over 17 years and for the last 7 1/2 years Im responsible for making deposits here at the bank. For the last 3 years its been pure hell at their business banking here. At first they couldnt figure out what they wanted their business banking hours to be, and so it changed every other week for about 3 months. Only 2 tellers work the normal line so the teller has to bounce back and forth between the regular line and the business banking line. They have at least 3-4 people that work in the new business which makes no sense to me because they obviously cant deal with the customers they already have. After asking twice I finally received the Branch Manager number and I called him over 2 weeks ago and still havent received a response back. His name is Alex Merino and this is a horrible way to treat a customer that has called and expressed their concern about a business you operate. Bank of America needs to do better and we are currently exploring other options since the Branch Manager cant take the time out to call us back.