If I could give more stars to Daniel, I would; he and his office staff are simply wonderful at…read morehandling both the hard bits (investing, presenting options, keeping me up to date on the state of my finances) AND the soft bits (listening to my concerns/needs and explaining things with fabulous charts/graphics). Daniel has even hosted my 2 young daughters in a session of Finance 101. I will be retiring soon, and feel calm about and clear on my financial picture - I credit Daniel and his team for this.

Daniel has been my financial guy for over a year now.... I could not be any happier. He is…read morewonderful. My wife and I make just enough money to put some aside for retirement - and he helped guide us through the process. He doesn't force you to do anything (which my wife likes) and simply gave us the options for us to decide. He knows how to get you the most bang for your buck - and will make investing easy. I pray he stays in finance for life - as he will be my financial guy for life. Thanks Mr. Jew.

Lars and his team are very reliable and easy to work with. I highly recommend him for tax and…read moreother financial support.

Lars is a good guy that explains taxes in an easy to understand way. He knows his stuff. His…read morestaff is wonderful and on top of it.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

Kathryn Holland is no longer the advisor at this office. She has gone independent but is truly…read moregrateful for the opportunities Edward Jones gave her and wishes the best for this company. The new advisor is Melanie Hart, she is very on top of things, if you are looking for a good experience working with Edward Jones, you should give her a call. I can't seem to get Yelp to change the name on this, so this is the best I can do.

From the owner: “The best way to predict your future is to create it”. -Abraham Lincoln…read more I am fully dedicated to helping you create the future you want through personalized attention and planning.

I don't know about you, but the question I'm most often asked is, "Which is better: Edward Jones or…read moreEverett and Jones?" That's an easy one. It's not like trying to determine which is better between cola and cherry Icees or raised and old fashioned donuts or Kay Parker's and Christy Canyon's tits. Edward Jones is way better than Everett and Jones for a variety of reasons. For starters, when you leave Edward Jones your wallet will be fatter but not your ass. And your arteries won't be any more encrusted. And, unless something quite out of the ordinary occurs, you won't have a bunch of barbecue sauce all over your face (and, as is often the case with me, in your hair and down your pants). Seriously though; if you've got a couple of nickels to rub together, take them in and hand them over to Dominic. He will turn them into a pile of folding money with the quickness, the economy be damned. That's a fact, Jack.

I am not very comfortable with picking my own investments, but put my money in the hands of Dominic…read moreMcKenna at Edward Jones years ago, and have complete faith in his financial knowledge. I look at my monthly statements, but let him handle the rest. So far I have made great profits and have had great investment advice. Highly recommended him.

Jane Watson is our go-to finance person. She is personable, takes time to talk matters through, and…read morepresents and recommends possible courses of action based on our circumstances and level of risk tolerance. She is candid and forthright without pressuring us. Office Manager Deborah is friendly and efficient. She helps us keep track of our appointments with Jane, and overall is a great presence in the office and on the phone. I wish we had met this trustworthy and knowledgeable team when we first moved to Alameda!

I have been with Jane Watson at Edward Jones for the last couple years now and I am very happy…read morehere!! Jane and Deborah her office manager are very professional but also make you feel very comfortable at the same time...Anytime I have any questions or requests with an email either Deborah or Jane always gets back to me right away and is always there to answer any of my questions or concerns... I have had not so great experiences with other financial advisors in the past so it's very refreshing to have found this great place with Deborah and Jane!!

It's not like everyday you sell the house so I'm sure people usually have a lot of questions. …read more I called and talked to Varsen Assorian (branch manager) three days ago. Whenever I asked a question she was very argumentative and she wouldn't give me a clear answer. I called again today. The lady who answered the phone asked for my name so I gave her my name She said let me see if she's available When she come back on the phone she said she is not available. I know she's there not busy she probably don't want to talk to me. So I left a message with the lady who answered the phone. I also sent an email asking ONE simple question. But she never called or reply my email. Would I use this escrow company again? HECK NO!

My ex-wife used Fidelity to close. Working with Julie was difficult as she did not explain anything…read moreto me, just wanting me to sign the paperwork. When I voiced concern about perjury, however, I was only met with rude remarks belittling me. If you are going to give your business to someone pick another company. It would seem to me that this company is not looking out to reassure people during this critical transition in people's life's.