If you're looking for a financial advisor call Cheryl Rebottaro at Edward Jones in Scotts Valley…read more Her knowledge of the industry is extensive. She listens to what is important to you and your future and then prioritizes investment decisions accordingly. She confidently shares both positive and negative insights and will spend as much time as is needed to answer questions. In addition she is a joy to work with. Cheryl and her team have given us the assurance that our finances are being optimized.

Your financial status and planning is safe with Cheryl. She is here for me, smart, uses common…read morelanguage so I don't have to be a financial expert, and gives me options. She helped to explain some other financial vehicles I have, and helped me to create an annuity that will pay me for the rest of my life. I would happily recommend her to anyone, even someone with high control who likes to manage their own finances :-) like me.

I met Steve Hoversten through a church softball team that he and the modern Woodmen of America had…read moresponsored just last year. He went to the United States Naval academy and I having gone to the United States Air Force Academy instantly respected him. While I remember my time at the Academy as being very difficult challenging and at most times, frustrating, I fondly remember what it was like dealing with people who have instilled the highest level of integrity. It is something that I miss greatly and a trait I personally value above all others. There's a statue of an eagle and fledgling in the honor garden at the Air Force Academy that always struck a cord with me because of the inscription, it's majesty and location. The inscription reads "Integrity without knowledge is weak and useless Knowledge without integrity is both dangerous and dreadful" I have found that outside of the military it can be very challenging to find men and women who feel this way. While it seems to me to be self evident, apparently not everyone places integrity at the level of importance I feel it deserves. Steve however does. Since we met last year I have had him meet with several of my clients to offer them financial advising, retirement and investment strategies, and of course life insurance. In every case he has always put the needs of my clients ahead of his own. He has always acted selflessly. Lastly he has performed at or above expectations in all dealings with him. He is organized, efficient, cares for everyone he is helping, and is backed by the full faith and excellent products that Modern Woodmen of America has to offer. He exhibits excellence in everything he does. Personally I also have purchased an amazing whole life insurance product that will pay for itself in 8 years and is guaranteed at worst case to triple the money I have put into it.

I went to Nancy because I needed a fiduciary/trustee for a special needs trust. She insisted on a…read more$500 retainer just to review my case. A big red flag. Otherwise, she was very responsive and seemed capable, but I didn't hire her. Beware of her five star rating on Yelp; the review is from her friend not a client. She has no client reviews.

I have known Nancy for 20 years, she's dedicated to helping families get through trying times. I…read morehave personally worked with her, she's professional, thorough and looking out for your best interest. I'd recommend her to you! Patrick Adair, Intero Real Estate - senior specialist

I have know Alan for about a year now and I could not be more impressed. He is professional and…read moreextremely knowledgeable.

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.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Have had excellent experience with John Howard with investment advice and alternative…read moreinvestments..He and his staff are always available to assist and his years of experience has been greatly appreciated. He is there when I need him.

I don't know what I'm doing when I'm investing and this office has been a huge help to me in…read morefiguring out how to manage my investments for my family. They're super responsive, patient, and always very helpful. Kyle makes everything easy and explains things so I understand what is going on. My money is also growing very well, much better than before I transferred to Morgan Stanley.

Timothy is awesome. He was recommended to my husband and I by good friends of ours. After a…read morenightmare with TurboTax and Covered CA, Timothy took time out of his very busy schedule to look over our return. He provided very good advice and explanation for our situation within a day! I highly recommend him!

Well..... I don't know what to say here. I almost didn't write this review, but after the call I…read morejust had, I felt like I should. I gave 3 stars because this review isn't of his accounting skills (which I won't have the chance to experience), but rather his customer service, so I tried to be fair. After reading the great reviews I tried to call today to see if Tim might be a good fit for our business and 2 families that own the business. When he picked up the phone it sounded like I interrupted him. I asked if it was a good time to talk. He was a bit short-sounding in his response, so reading that, I asked if there might be a better time to connect. Again, the reply was short in tone and certainly not what I was looking for in a person who would be this important in our lives. I am happy he seemingly has enough business, but I guess we will have to continue our search.

5 stars for fast, courteous service! The team at EAS Tax Services creates such a friendly…read moreatmosphere and truly knows their stuff. We always get great value for our money and leave satisfied every year. If you're tired of the DIY tax headache, give them a call.

EAS Tax services has been handling our taxes for years. They are so easy to deal with. We…read moreappreciate how professional and accurate they are. Definitely recommend using this tax service!