Let me start by saying, hiring Jacquelyn was the best financial decision I've ever made. I knew…read morewithin the first five minutes of speaking with her I had found what was missing in my life. Trying to understand finances, if it's not your field of expertise, can be intimidating, to say the least. Jacquelyn took the fear out of the future for me. She took care of me from day one. She took the time to really get to know me and what my goals were. I wasn't even sure at the beginning. The nice thing was, it was okay not to know. Jacquelyn works with you to help figure that out. Her level of knowledge and professionalism is unmatched. Her charm and creativity are a welcomed bonus. Truly, do yourself a favor and make an appointment to speak with her. Your future is worth it.

I have been with Edward Jones for many years and moved my accounts to Jacquelyn Wright about a year…read moreago. I was so impressed with her level of knowledge and customer care. Jacquelyn really took a personal approach to get to know me as a person which gave me confidence in the decisions we made for my investments.

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

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

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

We have life insurance policy through Dan Torres and I highly recommend his services. He is an…read morehonest and good person and you get a good vibe when doing business with him. I value someone who you trust and that is what you get with Dan.

From the owner: Life Insurance. Investments. Retirement.read more

Jim Lohmeier did a great job helping me create a plan for the future. Not only did he help me…read moreplan for the worst but he also helped me lay out a long term retirement plan... He cares about what I want and what's best for my family. He's great I recommend him to others that want great service and an agent that cares.

ANPAC my insurer of 13 years cancelled my homeowner insurance and Allstate cancelled my…read moreautoinsurance after 25 years with them despite no claims or tickets. Luckily, Oscar Peccorini didn't cancel any of ANPAC's customers and is now a broker and can shop around for the best rates for CA homeowners and drivers in need of insurance through no fault of their own. Thank you Oscar!

The customer service that Lisa Fernandez has provided to my wife who is handling her father's trust…read morehas been deplorable. My family has worked with 5 Edward Jones advisor's in 20 years and Lisa has shown to be impatient, rude, and no sense of urgency. When confronted about needing advise she stated she does not have time to hand hold, nor does she get paid to do so. If you are a novice investor stay away, Lisa is worthless for the large fees she charges! My wife is dealing with a father who is elderly and has a mid-six figure trust. She has had phone calls not returned. ..impatient answers to complex securities. Then to top it all off told today to take all our business to Charles Schwab. She was not even gracious enough to refer us to another Edward Jones office. Needless to say it is time to take are business elsewhere! If you want people to have a bad taste in their mouth for investing send them to the Edward Jones on Sand creek in Brentwood. ...I am sure Lisa will be more than accommodating in making them feel stupid, incompetent and most of all a waste of her time!

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.