Alameda, CA Financial Consultant

Chris has helped me navigate the ups and downs of the stock market, and aided in the planning of my retirement years. His knowledge and experience gives me confidence in ... more

Great experience with Guy Ben Ari. He is knowledgeable, accessible, and ethical. Highly recommend.

Deb listens to your preferences, helps determine how to meet your goals and how to make your money work for you.  I don't know how and don't want to handle the fi ... more

Jane Watson is our go-to finance person. She is personable, takes time to talk matters through, and presents and recommends possible courses of action based on our circum ... more

If I could give more stars to Daniel, I would; he and his office staff are simply wonderful at handling both the hard bits (investing, presenting options, keeping me up t ... more

Judy is exceedingly professional, knowledgeable, and personable. She's great at explaining concepts and making recommendations. I really trust that she has my best in ... more

Very knowledgeable about the current and future market. As well as, in-tune with an individuals personal financial goals. Highly recommend Jon as your retirement adviso ... more

Positive: Professionalism, Quality, Responsiveness

Ms. Mei is my financial advisor for my retirement investment, 401K and other investments. I am very happy with the performance of the portfolios. Her experience and profo ... more

Dominic and Judy, his office assistant, are THE BEST...!!!  They have been servicing my financial accounts for 20+ years and I could not have a more trusting financial ad ... more

The negative review of Nirmal is unwarranted. This individual parked in a parking spot that is clearly designated for Edward Jones. Nirmal had a client coming to visit ... more

Incredibly rude staff, terrible parking lot, not at all the type of place where you would want something as important as your personal finances managed. Sticking with Sch ... more

I am single and divorced of modest means. Having Julie and her teams counsel helps me rest easy knowing that I have a sound strategy informed by seasoned experience prac ... more

Excellent service, today I went there to open a checking account, the banker named Alvin, excellent service, despite our bad English, he went out of his way to assist us ... more

The bank itself physically closed in response to Covid. As of October 2021, the ATM's are officially closed indefinitely

I make an appointment to open and account but as soonest the call me they rejected me. They said because Im Latino thats be racist with people

There is only 1 ATM and by the way it doesn't work there are no signs advising not to enter the drive thru to avoid traffic