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    Jacquelyn C Wright - Edward Jones

    5.0 (2 reviews)
    Closed 8:00 am - 3:30 pm

    By appointment only

    Services - Jacquelyn C Wright - Edward Jones

    Investment management

    Inheritance planning

    Insurance planning

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    Edward Jones - Financial Advisor: William C Martinek

    Edward Jones - Financial Advisor: William C Martinek

    (1 review)

    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.

    Brittany Armenta - Keller Williams East County - Congratulations on your new home!

    Brittany Armenta - Keller Williams East County

    (149 reviews)

    We are very lucky and grateful to have Megan as our realtor. Megan is very patient, knowledgeable,…read moreand always willing to answer every question we have. She is genuinely patient as we check I don't know how many open houses just to find the "right one" for us. She drives all the way to wherever we want to see any possible home. And she truly puts us first to help us get the incentives available for buyers like us. Thank you, Megan; we truly appreciate you.

    Rachel Barrios stuck by us for three years as we worked toward making the dream of homeownership a…read morereality. When we were finally approved and ready to start looking, she went above and beyond to make sure we had every opportunity to find the right home. She rearranged her schedule, made herself available at odd hours, and was always ready to jump in whenever we needed her. Rachel made what could have been an incredibly stressful process feel as smooth as possible, even with all the inevitable bumps along the way. She was kind, thoughtful, patient, and supportive every step of the way. She even helped us work through escrow issues while she was on vacation. Talk about going above and beyond! We are incredibly grateful to Rachel for everything she did to help our family achieve this dream. I would absolutely recommend her to anyone looking to buy or sell a home. And if we ever move again, there is no question that Rachel will be our first call!

    Tax Care - Yep, it's that time of the year... let's see if we're winning or losing this year.

    Tax Care

    (71 reviews)

    The best service provided from a Tax expert for very long time…read more I had my tax done by Tanvir, knowledgeable, respectful and reasonable I highly recommend their office to handle your taxes and specially Tanvir

    I'm honestly really bummed to even be writing this review because Tanvir at tax care was highly…read morerecommended to me for years by my friends and colleagues, my parents have even used him since I was a teenager. After lots of convincing my husband to switch Tax preparers I booked an appointment with Tanvir. The appointment was pretty basic and I asked any questions that I did have but I had let him know that I had not finished my write off at that point and that I would need to upload them before we completed the filing. To my surprise, my taxes got filed before the writeoffs were uploaded and I was notified by the IRS. I immediately called Tanvir on the following business day to try and remedy the issue concerned maybe there was a miscommunication on my part. He apologized for what had happened and said to get the write-offs uploaded and he would amend the taxes. The writer have since been uploaded and I have called the office 3x with no response. I have even tried to have my husband call with no response. The thing is accidents happen and I was not upset, but the lack of communication following this is not okay! If Tanvir had no interest in ever amending my taxes he could've at least communicated that to me. I spent almost $500 to file my taxes here and now I have to pay someone else to amend them. I just think this is a big thing to trust someone with and this experience was super disappointing.

    Jacquelyn C Wright - Edward Jones - investing - Updated August 2026

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