Extremely disappointed with service, advice and communication for the funds I had to invest.read more

I was looking for a reputable financial advisor because I had money to invest and had had…read more"interesting " experiences with other financial advisers that were unsatisfactory for my needs. So I called my attorney who knows everyone in Morgan Hill, and is aware of my situation. Del recommended Brad and two others. I went to see Brad Ledwith and he knew immediately what I was looking for and set me up with investments that were perfect for me and my situation. Plus, he is a great guy and very easy to talk to. I'm happy! Oh! His office staff is amazing!

Marisa Otto is an extremely knowledgeable Financial Planner and Fiduciary.. I trust her…read morecompletely to keep my information private and safe as she also works with a member of my family. I introduced marisa to my employer and she did a huge recommendation for him to get his affairs in order and make decisions about a will and trust. Marissa wasn't getting paid to do this and may have not received all of his investments but she absolutely did the right thing for him and I am grateful for all the free time and help she provided. Many people don't realize what a big deal this is until something unexpected happens and probate comes in and takes most your assets and it includes a long process no loved one should have to endure, especially when there is a substantial amount to lose. Marisa makes smart decisions with my investments and also meets with me a few times a year to review and recommend financial improvements. Bottom line is that she is one of the best in her field. I know that Marisa has my best interest at heart, she has my back and really cares about me as a friend. This to me is priceless. ~ with all that being said, I highly recommend Marisa Otto at Edward Jones for all of your financial investment needs. With high regards, Diane H

From the owner: Specializing in: - Financial Services…read more- Financial Planning Consultants - Investment Advisory Service - Mutual Funds - Investments - Stock & Bond Brokers - Annuities & Retirement Insurance Plans - Retirement Planning Services - Investment Securities - Financial Planners - Financing Consultants - Pension & Profit Sharing Plans - Stock & Bond Transfer Agents - Investment Management

Manager is very rude and not helpful at all. She recommended me to go and gather certain legal…read moredocuments and then when I did, she said to call the 1-800 number to customer service?! I did so in the bank and said that now the bank manager could help me. The bank manager was so angry because she actually had to do "work"! I never heard back from the bank or the manager after waiting more than a month!! HORRIBLE CUSTOMER SERVICE! I do not recommend this bank!

WORST BRANCH! Amanda Rice opened am account for me with a promotional 4.5% interest for 3 months…read morelocked period. I never received any interest and kept over 100K. Max 12K interest was promised. I keep calling the branch and no one picks the calls. I went there personally and they told me I need an appointment. How do I get appointment with out them replying back to my voicemails. When you go there ask why don't you pick calls or callback, they reply oh we are very busy. I haven't seen more than 2 customers so many times I have been there. The branch people are rude, clueless, poor in math, I don't know why are they even there. Amanda Rice is the worst personal banker I have come across. She has no clue of the offers and how to even apply those to the accounts. Her basics are poor. I highly recommend not to waste your time on investments with this bank!

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

Lisa was so incredibly responsive to all of my questions and met all of my needs for my tax return…read more She is so very nice and professional. I highly recommend!

We had a lot change over the past year and we were exceptionally nervous about getting our taxes…read moredone this year. So much so, in fact, that we started looking for a new CPA in July of last year. Lisa offered us a free consultation and told us how much she'd charge us just by asking us a few simple questions. But her service doesn't stop there. For the next several months, plenty long before she got a single penny from us, I had many questions. And she graciously answered every single one of them. And QUICKLY! Sometimes I'd get an email back in minutes of having sent it. She's a wealth of information and kindness. I cannot recommend Lisa highly enough!