Excellent investment advisory firm. Newsletters are right on point and very well written by the CEO…read moreRandy Garcia. He is a financial genius and is hailed as one of the best in the nation. For any people who have the financial minimum necessary to open an account here, and wish to enjoy a long, safe and extremely lucrative financial relationship, it is a no-brainer.

I had notified Charles Schwab that my husband passed away, and today I received a big flower…read morearrangement from them thanking us for being their client. This just was beyond nice. So everyone go to schwab for or financial business. Great company.

Nice, super clean, and fun to see the Knights practice! Everyone's really friendly, and also they…read morehave skating lessons and different types of events for people who are interested in learning more. Go Knights!

Unpleasant and Horrible customer service, No glass divider…read morefor Covid prevention or sanitation.

Everything about them needs improvement! Customer service is pathetic. I sent in a death…read morecertificate to disperse funds. Nobody called me for three weeks. I gave them space so I would not be pressuring them and when I finally called, they offered an appointment in two more weeks. It's despicable that they then said that they did call me one time after they received the documents. However, no one ever made a second attempt. No calls were ever noted on my phone or my voicemail. Unprofessional. No follow up. No consideration. Spoke to a supervisor. He was very pleasant. Did not offer me one day sooner to work with me to get this money dispersed.

My Step Mom warned me about these guys and suggested that when she died to get all of my Money out…read moreof there. She wasn't kidding. Even though everything was in a Trust and should of been handled within 5 to 10 business days to transfer to me and then to my account at another firm it took almost 2 months as they tried every stall tactic that they could. I had to get the regional supervisor involved and then finally sent me the correct paperwork. After that I had to threaten to go to the Federal Trade Commission to get the results I needed to get the funds transferred. I higher recommend to stay away from this place. They don't know what there doing.

We were interested in the best way to invest for our future going forward to take advantage of tax…read morebreaks where we could and neither of us had a lot of experience with investing. We saved money but left it in a bank account. He was very knowledgeable and I feel like we have a better grasp of how to plan for our future/retirement and breathe better at night/live our lives a little fuller today.

Redrock Wealth Management has been nothing less than amazing to me. I had the opportunity to work…read morewith Greg and Seth. They have both helped me tremendously on making smart investment decisions. I was with another brokerage for four year and I learned more in my hour consultation with them than my past advisor. They are very patient and broke everything down to it's simplest form to help me understand my investments. I can definitely tell they have their clients best interest at heart. I would recommend Redrock Wealth Management to everyone interested in investing.

Yunna Cheung has been our financial advisor the past decade and my wife and I are very pleased with…read moreher service. She genuinely cares about her clients and is in constant communication about our retirement, updates on the stock market and helping out if we have any questions. I highly recommend this Edward Jones branch. If you're look for a representative who can help you out with your finances, stock market options, questions on 401k or retirement plans, Yunna is the person to see. She really cares!

I've always had trouble saving up money, and am clueless about what to do with my finances. With…read moreYunna's knowledge and guidance, I can say I'm going to have a very nice retirement in the future! :) Yunna has been my financial advisor since 2013, and I'm still with her now because I don't trust anyone else! She checks on me, and always answers any questions in a timely manner. If you're looking for a financial advisor that is knowledgeable, honest, and genuinely cares, look no further!

Amazing Customer Service! Every single teller is friendly…read moreand knowledgeable. Myrna is an invaluable resource to us. We have decided not only to move our personal accounts to this bank, but also to move our business accounts.

Opened an account and transferred all of my money. They decided to hold on to it for ten days and…read moregive me no access to my money over Christmas. I cant wait til they releaae my funds so that I can empty and close the account. Day 4 and waiting.

Haven't received a call from my advisor in over 14 months. Wi be moving my entire account to…read moreFidelity!

last week I drove my parents to the N. Town Center office. As my parents are in their 80s, I am of…read morecourse protective. I was to say the least, amazed at the attention and help they received from Tori Obermiller. She was extremely professional and asked enough questions to understand the changes they really wanted to make to their accounts. She went above and beyond in my opinion and demonstrated what real customer service should be like. I am very impressed with Charles Schwab and very grateful to Tori for treating my parents in the manner she did. Thank You

Unlike many investment services whose advisors put their own interests in earning fees and high…read morecommissions over their clients' interest in obtaining the best investment at the lowest cost, Edelman Financial Services I learned have always acted as a client fiduciary. Therefore, transferring my retirement assets to Edelman. They formulated a financial plan based on my expectations and needs. I know that as long as I stick to their plan, I will be able to retire on schedule :) and with the assets that I will need. I now feel safe and comfortable in my situation with a balanced portfolio. Their fee is solely based on the value of your portfolio. I cannot say enough about Eric and the advice, professionalism and outstanding customer service he has provided me. I recommend Eric Harbak at Edelman Financial Services to anyone who is looking at retirement investment.

I've been investing with this firm since they were The Mutual Fund Store back in the mid-00's. Brad…read morehas treated me very well over the years and I always name-drop him and this company whenever anyone has any questions about investing and how to do it. I wish more people would take my advice and open accounts here.

Do yourself a favor and book an appointment with Odelya! She is extremely knowledgeable, patient,…read moreand easy to understand. She is multilingual, which comes in very handy for anyone needing assistance in different languages. If you're looking for someone who truly cares about you and will go above and beyond, book with her! Highly recommend!

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