I have been a client for about 16 years. Last week I had my annual portfolio review along with an…read moreextremely detailed financial view of what my family's future looks like. I have always been extremely grateful to Samantha and Sandy for their guidance but this week I have reflected even more on what a gift they have been to my family. My husband and I are both 57 with one child in high school. Slow and steady we built a secure financial future. We simply could not have done it without her exemplary advice and encouragement. Not only is Samantha uniquely talented in the realm of full scope financial planning and investment strategies, she is also a wonderful person. By becoming her client you will have an ethical, compassionate, and extremely talented ally that will help you reach your financial goals. You can build a future for yourself and your children that is bright, hopeful, and full of freedom. As the years go by and you watch the outcome of Samantha's guidance you will be overcome with the gratefulness that I feel right now. For a middle class family to build wealth takes discipline and patience, but it can be done. If I can do it you can too.

Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

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.

I met with Benjamin because I had a specific tax planning question and was exploring the idea of…read moreworking with an advisor. He took the time to ask questions and understand my situation and my needs He basically said "you don't need me, but go talk to my accountant." No sales pitch, just straightforward advice. None of that gut feeling you get when someone is trying to sell you something that you don't understand or don't think you need but you go along with anyway because they're the "expert." Benjamin will be my first call whenever I do need a financial planner.

Seriously, it is time to fire your financial advisor if they are charging a percentage of your…read moreassets. You deserve a fiduciary who is focused on your needs, not their ongoing cut. I started working with Benjamin after a major life setback and felt completely lost. He grabbed my hand and helped me take the financial steps I needed to regain control of my future. He is kind, compassionate, and truly encouraging. He helped me make important adjustments to my finances that I should have made years ago. What I appreciate most is that he does not overcomplicate things to make you feel dependent on him. His goal is to educate his clients so they can take the reins themselves.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

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!!

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.

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

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 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.

Guy manages our office's Simple IRA plan. He is knowledgeable but more importantly is willing to go…read morethe extra mile for his clients and is extremely ethical. I highly recommend him.

What went well? Every. Single. Thing. We have been working with Guy for over 20 years and he has…read moreconsistently steered us straight. We have had some very complicated financial situations and Guy's advice always takes everything into account. He has guided us step-by-step through our various decisions and has saved us thousands and thousands of dollars by sharing his knowledge. he feels like family. This is more than a job to Guy. He is committed to helping you articulate and meet your goals.