My Husband and I came to Ben Bolton's Office at Edward Jones because of a recommendation from a…read morecoworker. I emailed back and forth with Susan at his office who easily scheduled my Husband and I some time to meet with Ben that easily fit in with our schedule. Upon arriving at the office we immediately felt welcomed by Susan and their nice reception area. A few minutes later we met with Ben who answered all our questions about investing with ease, and made us feel confident in his abilities. My Husband and I don't have money by any stretch of the imagination, but Ben made us feel just as important as if we did. I had never invested in anything before (my parents are very old school so that's how I grew up to think about money) but Ben made me very comfortable and confident in his abilities with investments and predicting the market, as well as with Edward Jones as a company. I definitely left with a lot more knowledge than when I came in! I will keep coming back to Ben Bolton's office and recommend him to any friends or family who are interested in investments, retirement funds, savings, etc. Thanks Ben and Susan!

Ben is a great business advisor for the person who is not very business/investment savy. He can be…read morevery hands on, help you learn how to put together a retirement plan and if you want to begin to do your own investing, help you learn about it. Edward Jones is a strong company. Worth 5 stars every day.

My wife and i used Tom Hammond for financial services many years ago. In fact, he helped me with…read moremoney for several months prior to my engagement with my wife over 10 years ago. After getting married I also invested in a life insurance annuity with him in addition to some mutual funds. Tom has sound financial advice that reflects time-tested conservative investment values. I understand he also helps with health insurance and provides consultation to business owners regarding executive benefits, financial planning, and business valuation (though I have not utilized him for any of these services). I have experienced Tom to be honest, personable, and a quality investment adviser.

From the owner: Business Strategic Planning Executive Benefits…read moreEmployee Benefits (Health Insurance, Life Insurance, Disability) Personal Investment Portfolios Retirement Planning Estate Planning College Saviings

Talk about brilliant, precise, carefully thought out advice. You just can't find an advisor who…read moretakes pride in caring your personal well being and truly caters to what you want to achieve anymore, until now. Highly recommended!

From the owner: Investment Management, Investment Consulting, Financial Advice, Financial Planningread more

If ever approached by an insurance agent offering to serve as your "college advisor," in any…read morecapacity, you would be well advised to run as fast as you can in the opposite direction. That's because the agent is motivated overwhelmingly by commission earnings, as opposed to your best interests. If you have any doubt about that, just search online for "insurance agents college funding" or similar phrase, which will point you to articles like this one, in Money magazine: https://money.com/college-aid-dont-take-the-bait/ (which profiles the group that Ron Adams joined). Ron Adams could be described as highly intelligent, with many talents. One of those, acting (his major hobby, judging from what he displayed around his office), enabled him to be quite effective at pretending to have the interests of others at heart when in fact he did not. Ron could also be fairly described as an ultra-narcissistic egomaniac and, alas, shamelessly unethical. He demonstrated no qualms whatsoever about breaking an agreement, as long as he thought he could get away with it. Large, physically imposing people are sometimes "gentle giants." Sometimes they are bullies. In my interaction with Ron, his behavior definitely put him in the second category. For documentation from others on his way of treating people, see the one-star reviews here by Chris R. in Rocklin, Ben H. in Sacramento and Bob A. in El Dorado Hills, as well as the "unrecommended" reviews (from the link near the bottom of the profile page) by Daniel T. in Placerville and B.B. in Elk Grove. The book (more of a pamphlet) Ron claims on the profile here (in the "about the business" section) to have authored is actually a PLR (private label rights) publication prepared by a hustler named Brian Kay (described in the Money magazine article linked to above), who for a fee allows his members to claim authorship, with their name on the cover. Granted, by all appearances, Ron made a good bit of money. And he reveled in that material success. But he built his professional legacy leveraging false piety and pretense, while stepping ruthlessly on others when he thought it served his own selfish purposes. If that qualifies as "finishing well," then yes, Ron, you finished well.

Be careful not to waste your time with this shady clown if you are looking for a college planner. I…read moreattended one of his seminars In January 2019. During his presentation he did provide basic information on what to look out for when selecting and applying to a college. He indicated his company could provide various types of support including career and college selection services, college essay writing support, detailed scholarship information, acceptance info for specific colleges, finance strategies, and more. At the end of the session I signed up for one of the free follow up 90-minute meetings with Ron to learn more about these services. When I arrived at his office, he immediately indicated that we could not meet because my wife was not present and proceeded to very rudely walk me out of his office. It was confusing to me on why my wife would need to be present to review the offerings of his company. It seemed odd on how adamant he was regarding this, indicating that it was a question of "ethics" more than once. I tried one last time to explain to him that I had driven an hour to get there and my intent was to discuss his company college planning offerings in detail. My wife not being present should not have been a showstopper for this type of discussion. He disagreed and shooed my out the door. Apparently, Ron had an ulterior motive for this follow-up meeting which I was unaware of. As I drove away from his dingy storefront office, it occurred to me why he wanted my wife to be present. I recalled reading Ron also sells life insurance and . then it became obvious. Ron does not pedal college support services. This is just a front. Ron wants to sell you on restructuring your investments into a life insurance policy provided by him with the guise of putting you in a better position when applying for college financial support. He is not interested in providing any college planning services, at least not until you have committed to a financial "re-positioning" of your assets which no doubt will benefit him. Be aware of this before engaging with this jerk or you will end up wasting your time as I did.

I needed help with my dad's estate. His previous finanacial advisor was robbing him blind at 6%!…read more Eddie Sota examined my dad's investments and helped to turn things around. My dad immediately saw positive returns. Eddie was able to advise us with all financial aspects of the estate after my dad passed. He has been attentive and sensitive to the situation. I would not have been able to navigate this without Eddie's professional, knowledgeable assistance. Additionally, Eddie has advised us with our retirement. I feel that we are secure in our investments with Eddie's help.

Safeguard Investment Group has no regard towards client confidentiality. Employee, Reid Abedeen is…read morevery unprofessional and he told my personal information to another Family member without my acknowledgment or permission. I would NEVER refer or trust this Investor with my money. If I could rate this Investment group with 0 stars, I would. RUN!!!

Tim Criss is great to work with. He makes me feel important even though I am not a huge client…read more He watches over my accounts closely and communicates with me quarterly. I am glad he found me.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I'm very happy with the Zeller Kern Wealth Advisors team; their service is excellent; their very…read moreresponsive, personable and professional; their goal is to make your financial wealth meet your personal goals; their planning is very thorough and detailed; as time goes on they'll contact you to go over your goals, and confirm your portfolio is on track to meet those goals; it makes you feel valued and important. I've been with Zeller Kern Wealth Advisors for many years and I'm very pleased with the portfolio they've built and managed for me as it has met my needs now, as I trust it will in the future. When the topic of financial planning comes up; I'm always bragging about my Zeller Kern Wealth Advisors team. I would recommend them to everyone! Zeller Kern Wealth Advisors is the "concierge" of financial planning.

Zeller Kern is not the cheapest, but they provide exceptional service. If you are looking for…read morewhite glove, personalized portfolio management, Zeller Kern is your solution. They have decades of experience. They have certifications. They have all of the specialized tools for investing. Most importantly, their communication is excellent. We know where we stand at any given moment, and if we have any questions on a new article or change in policy as to how it relates to my investments, we can call them and have an answer in no time at all. As I am older and and choosier, let me tell you that it is also important for my family and I to like the people we work with. We love Trevor and Steve and Lindsay and the entire staff at the office. If you want cheap, go elsewhere. If you want exceptional service and communication AND money generation, go have a consultation with Zeller Kern.

Probably the worst web-based user interface I've ever experienced. Makes healthcare.gov seem…read morepositively user-friendly. A former investment advisor set up my kids' 529 Plans with these clowns, and inertia kept me there when I changed brokerage firms. They're just fine about putting money in, but God forbid you should want to take it out to pay tuition bills. They make it virtually impossible to make the tuition payments. Let's face it folks -- you set these things up with every intention of having to take the money out. It should be at least as easy to get the money to the school as it is to deposit.

Fabulous investment opportunities. I am a long term customer approaching retirement and very happy…read morewith the outcomes I see from Templeton.