Keywords: Financial retirement investment specialists ca

Retirement Investment Specialists - Santa Rosa (CA)

Address: 🏡 1120 College Ave, Santa Rosa, CA 95404, USA
Phone : +1
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ1bRxWuNHhIARbFDIuI_sv9Y
#California

Edward Jones - Financial Advisor: David T Green - Chico

Heather Nyhof About 10 years ago I opened a do-it-yourself-online-trading account because I thought it would be fun. Fast forward a few years and I realized its not fun. I needed someone to take over this account... but I didnt know anyone and I didnt trust anyone. I met Mr. David Green and knew he was the one to help. His personality is warm and friendly, hes not pushy, and you can just tell hes a good guy. And he was able to explain things to me in a way I understood. He took care of the entire process of getting my old account transferred-- all I had to do was sign a few papers and he took care of it all.
5 /5

Lunas Insurance - Clearlake

Carolyn BLEVINS Great customer service and affordable
5 /5

Edward Jones - Financial Advisor: Cody Bijou - Merced

Daryl Mello Cody is Extremely knowledgeable and is part of a very courteous, responsive, and professional team! They have both saved us money, and increased our portfolio more than we thought possible!
5 /5