Knowledgeable, down to earth and someone I have complete confidence in her judgement and suggestion.read more

Julie is very personable but also very professional. I am a Real Estate/Loan Broker and I can see…read morewhen someone genuinely cares about helping others. She was very gracious with her time and asked strong, investigative questions. Thank you Julie

Fidelity Investments in Sunnyvale, CA has provided me excellent customer service and advice and…read morecontinues to help me. Ian Bushell helped my husband and me change the registrations on our many accounts. Priya is my fiduciary financial advisor who has provided me helpful financial investing advice and continues to do so. I have also had the pleasure of being helped by Fidelity associates Ken, Tim, and Brendan. All the Sunnyvale Fidelity employees are welcoming, pleasant and helpful to work with!

I've had a pension coming and have been given the run around for 7 months from the one in Kentucky…read more They keep saying they sent documents by mail or e-mail....never got them, and when I did get a few from e-mail it was too late and they had to start over. I would never go thru these people for anything!

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Customer service representative Lily unfortunately make me write review . She was not looking for…read morepositive resolution results instead she brush me away. I am stuck with $45 penalty because transfer was eight days late .

I just immigrated to the country, and was treated like a national threat by their customer support…read moreline while trying to verify my account. Horrible experience, devastated that I will have to continue working with them as they were selected by my employer.

I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!

On top of being a fine dealer in coins and metals, excellent craftsmanship in repairing damaged…read morering: next they do watch batteries too?Outstanding!

I entered and felt like an afterthought. The worker let two other parties in while I was trying to…read morebrowse and felt like I'm being hovered around by other customers. I'd prefer to be able to discuss options and pricing with the owner. Letting others hover in such a small space when I'd waited to enter felt....wrong.

Helpful experts. Looking forward to exploring services beyond financial planning as they offer tax…read more& estate planning.

Strong team of serious experts with a human touch. Excellent customer service, financial planning…read moreand tax execution.

Unsuitable advice, locked out of our accounts, regulatory violations. Read before you invest…read more Trusted Edward Jones and advisor Shane Jacksteit with most of my savings (including retirement). A deeply troubling experience others should know about. My husband and I have had numerous issues with Edward Jones but here are some major ones. In late 2024, I was recommended to roll over a substantial retirement balance from my employer 401(k) into Edward Jones IRAs. No alternatives were discussed. No comparative analysis of fees, tax consequences, or legal protections was provided. The rollover form was presented for a quick signature after the rollover recommendation had already been made and the decision had been influenced by Mr. Jacksteit's framing. The rollover was advisor-initiated but the form was phrased as client-initiated, and does not reflect our phone conversation. The same form contains a printed acknowledgement that the advisor has a financial incentive to recommend rollovers because they generate compensation for Edward Jones and the advisor. This conflict was never disclosed before the recommendation was made. Significant stock positions were sold citing diversification, but proceeds sat uninvested for over a year with no reinvestment plan. Commissions were not disclosed. When we sought to transfer accounts elsewhere, we were told everything required liquidation, with no distinction between transferable and non-transferable assets, causing unnecessary tax consequences. Edward Jones denied all wrongdoing. The dispute was escalated to the Managing Partner, Chief Compliance Officer, and General Counsel. No response was received from any of them. Our accounts were also closed during active dispute without any prior notice. We have been locked out of our client portal for months and cannot access our own statements, tax documents, or transaction records. Our repeated requests for these documents and restoration of portal access have been ignored. Call recordings that would show what was actually discussed have not been produced despite repeated requests. Edward Jones paid a $50 million SEC penalty in August 2024 specifically for failing to preserve electronic communications. That pattern continues. In December 2022, FINRA fined Edward Jones $1.1 million for purging phone records, misrepresenting to FINRA that records were unavailable, and failing to alert FINRA once it learned of its own failures. Edward Jones has also faced the following verified regulatory actions: a $17 million NASAA multi-state settlement in January 2025 for moving clients into fee-based advisory accounts without adequate supervision (the same pattern of conduct my husband and I experienced); a December 2024 FINRA action requiring $4.4 million in restitution for mutual fund overcharges; and a June 2025 NASAA settlement in which Edward Jones was found to have charged more than $11 million in excessive commissions on over 780,000 small-dollar trades, the largest share among five firms sanctioned. As of today, Edward Jones has on record 173 regulatory actions and 150 arbitrations. These are not isolated incidents. Edward Jones has continued to face sanctions despite prior penalties, suggesting these practices are systemic rather than accidental. Complaints have been filed with multiple regulatory bodies. Our experience with Edward Jones has been evasive, dismissive, and feels very predatory toward clients who are unaware of their rights. Approach this firm with extreme caution.

I have worked with Shane since 2022. I have never felt so confident in my financial environment…read more Thank you, Shane and team.

Great customer service and response time as well for their open door policy, always have a smooth,…read moresimple, quick interaction very professional

You will not find a better experience elsewhere when trading or selling your precious metals,…read moreperiod.

Went to start a mutual fund and finished psperwork. Found out after 2 yrs that the psperwork was…read morenever completed. And so the investment i thoughtbwas done wasn't. Told me that they will get back to me for explaination. Also didn't happen. My trust in them as a company is diminishing. Thinking to pulling everything out. How can i trust a company with no credibility or communication.