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    Edward Jones

    5.0 (1 review)
    Closed 8:30 am - 6:00 pm

    By appointment only

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    Services - Edward Jones

    Life insurance

    Investment management

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    8 years ago

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    Farmers Insurance - Carla Ramirez Insurance Agency

    Farmers Insurance - Carla Ramirez Insurance Agency

    (31 reviews)

    I had what was an unusually low rate from another carrier (home insurance), but I wanted to confirm…read morethat I was getting a good deal, when my renewal arrived with a sizable rate increase. A close friend who's a realtor, mentioned that he refers a number of his clients to Carla's office, and suggested I call. I spoke to Maria, and shared information regarding the coverage I had recieved, and the property in question. Maria promised to get back to me quickly, and she kept her word. She let me know that I had an exceptionally low rate with the existing carrier, and should definitely renew it. She didn't try to upsell me, invent silly reasons why the existing coverage was not good, or any of the other shenanigans that too many of us have come to expect from some insurance folks, sad to say. She also shared with me other insurance options her company offers, and helpful advice around future insurance purchases. Overall, even though I didn't end up purchasing a policy, Maria and the team at Carla's office was outstanding for being transparent, helpful and responsive. I would definitely recommend them, and I hope we have a chance to work together again in the future.

    I absolutely love working with this Agency. Carla has always been caring and wonderful and then…read morethe fortune of me getting Yi Lan Chan on my account was so incredible. I feel like I'm working with honest, hard working, intelligent people who care and are responsive. I wish I could have an experience like this with other service providers! Thank you!

    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    (225 reviews)

    Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

    I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

    Edward Jones - lifeinsurance - Updated July 2026

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