My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

We have worked with Gary for years now! He's so knowledgeable and honest. He takes care of the…read morewhole family now.

Gary has been a phenomenal advisor and is an absolute pleasure to work with. He and his team are…read moreprofessional, timely, communicative, and knowledgable in all regards. Gary is easy going and not pushy on any topic, which brings a sense of calm to any investment strategy or discussion. Gary is calculated and experienced with his tools of strategy and execution. I enjoy working with him and will continue to refer him to business partners, friends, and family. Thank you Gary.

Liz was great. She was very thorough and knowledgeable…read more Really got to know my specific situation and needs. She came up with a really great long term strategy for me. Made me feel very reassured and confident. I would definitely recommend her.

Liz was very welcoming and made us feel at ease. Her knowledge has been very helpful for planning…read morefor our future.

Outstanding team service, Josh helped me protect my family. Excellent communication throughout and…read morevery trustworthy.

Update to my review from a year ago, Josh and his whole team are so wonderful to work with! They…read morecontinue to surprise me with their level of detail and care for my financial goals and needs. Super patient with me as I make decisions as well. Thanks team!

About 6 years ago Schwab blocked me from accessing my online brokerage account for unspecified…read morereasons. So I opened a brokerage account with TD Ameritrade. But now that Schwab has purchased TD Ameritrade, my TD Ameritrade account will be transferred to Schwab which means I will be blocked once again from online trading. I called Schwab and they said they cannot guarantee I will have online access to my Schwab account once my TD Ameritrade account transfers over despite being a TD Ameritrade client in good standing for 6 years.

Difficult if not impossible to meet with a person unless you are initially opening an account…read more Also phone calls leisurely returned. You get the impression of the Wizard of oz behind a curtain when you go into their office. Lots of empty cubicles. Have gotten conflicting information. Their online forms come with lots of problems and don't seem to accomplish what they seem to promise. Been trying for 10 days now to get a straight answer. Speaking to someone finally about misinformation, was told...well he's new. Is that an excuse? very disapointed with my experience with them

My advisor Adam has been outstanding in guiding me. In fact, using Fidelity website has been so…read moreeasy and educational after a divorce I'm now managing all my own investments. I knew nothing about investing prior to divorce. I am so confident in Fidelity I've consolidated most of my funds to this company. No, this is not a paid advertisement! Anita Cook

My accounts were FROZEN by a Risk Assessment; they made an error and blocked me in the middle of…read moremaking a transaction. No FRAUD. I can put $ into my accounts but I may not withdraw any $, buy CDs or use my HSA account. No one will talk to me other than to tell me that they are "working on it". The have messed up my entire account. The workers seem very inexperienced, say the dumbest things and are no help. I finally just hung up, it's been 2 weeks at least. I don't know what to do as my company uses them for 401k & hsa.

This is the Sacramento branch. I've been helping my wife deal with this company. They are…read moreunprofessional to say the least, say they will call with news on a certain date but rarely do. A simple financial operation is taking many weeks which is to our detriment to the point I'm looking at hiring a lawyer as they are failing in their fiduciary duty and will be held responsible for any losses.

Characterized by poor service and excessive fees. They…read morequickly pigeon hole your portfolio according to your risk tolerance. And, then let their algorithms do the rest. They resist when you request specific investments. But, do nothing when your portfolio is laying there lifeless. Mine put on 1% while the DOW added 9%. Paid over $1000 per month for that. Fired them!

I've got Great advice from Lesa! Sounds like a true professional. Thank you very very much :)read more

When it comes to your investments and future, Lesa Johnson is one of the most professional and…read moreknowledgable people in Sacramento. Her vast experience combined with the power and stability of a company like Edward Jones make her an easy choose for your portfolio needs. She always communicates clearly and promptly, and she is one of the kindest people you could encounter. Lesa cares deeply about the success of her clients. I highly recommend Lesa and Edward Jones for your investment needs!

My Husband and I came to Ben Bolton's Office at Edward Jones because of a recommendation from a…read morecoworker. I emailed back and forth with Susan at his office who easily scheduled my Husband and I some time to meet with Ben that easily fit in with our schedule. Upon arriving at the office we immediately felt welcomed by Susan and their nice reception area. A few minutes later we met with Ben who answered all our questions about investing with ease, and made us feel confident in his abilities. My Husband and I don't have money by any stretch of the imagination, but Ben made us feel just as important as if we did. I had never invested in anything before (my parents are very old school so that's how I grew up to think about money) but Ben made me very comfortable and confident in his abilities with investments and predicting the market, as well as with Edward Jones as a company. I definitely left with a lot more knowledge than when I came in! I will keep coming back to Ben Bolton's office and recommend him to any friends or family who are interested in investments, retirement funds, savings, etc. Thanks Ben and Susan!

Ben is a great business advisor for the person who is not very business/investment savy. He can be…read morevery hands on, help you learn how to put together a retirement plan and if you want to begin to do your own investing, help you learn about it. Edward Jones is a strong company. Worth 5 stars every day.