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    Jacquelyn C Wright - Edward Jones

    5.0 (2 reviews)
    Closed 8:00 am - 4:30 pm

    By appointment only

    Updated 3 months ago

    Services - Jacquelyn C Wright - Edward Jones

    Investment management

    Inheritance planning

    Insurance planning

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    3 years ago

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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

    (148 reviews)

    We highly recommend Leticia! From the very beginning, she gave our family confidence by assuring us…read moreshe would guide us through every step of the process, and she truly did. Her ability to communicate fluently in both English and Spanish was invaluable. She took the time to translate and made sure everyone in our family understood what was happening, answered all of our questions, and kept us informed throughout the entire process. Buying and selling a home can be stressful, but Leticia made everything much easier with her knowledge, professionalism, and genuine care. She always had our family's best interests at heart, and we are so grateful for her support. We highly recommend Leticia! ¡Recomendamos ampliamente a Leticia! Desde el principio nos dio la confianza de que nos guiaría en cada paso del proceso, y así fue. Su habilidad para comunicarse con fluidez en inglés y español fue invaluable. Tomo el tiempo para traducir y siempre se aseguró de que toda nuestra familia entendiera lo que estaba sucediendo, respondió nuestras preguntas y nos mantuvo informados durante todo el proceso. Comprar o vender una casa puede ser estresante, pero Leticia hizo que todo fuera mucho más fácil gracias a su experiencia, profesionalismo y dedicación. Siempre tuvo los mejores intereses de nuestra familia en mente. Recomendamos con toda confianza a Leticia!

    First time home buyer here and Megan was exactly who I needed to make it happen. After doing some…read moreresearch on my own I found the whole home buying process a bit overwhelming. My living situation at the time had become untenable and I really needed this ASAP. At the same time, however, I have a stressful job and adding more stress to my dwindling free time was an agonizing concept. I'm mid forties now and find myself, more and more, growing weary of the world. So naturally, I'd been dragging my feet for months when a friend, somewhat forcefully, referred me to Megan. Still, I managed to procrastinate a few weeks more before being strong-armed into finally reaching out. My only regret, and I don't say this lightly, is not reaching out sooner. Once Megan was at the helm all the chaos in my head became a streamlined process that saw me living in my very own home, start to finish, just over two months later. It could have been even sooner had it not been for my own indecisiveness. Megan's wealth of knowledge and experience, her many connections within the industry, as well as her patience, attentiveness, and empathy were invaluable throughout the process; the latter traits being key for me. From the get go it is apparent that Megan is enthusiastic and motivated while I am, well... not so much. In fact, for me enthusiasm adds to what is already a stressful situation by my perception. The fact that Megan so quickly brought herself down to my level and matched my pace speaks volumes about her awareness and compassion. So if you're excited about the process she undoubtedly will be too, but if you're struggling with the idea of adding a life altering and lengthy process to your already chaotic life, rest assured, she is still the right choice and will see you through. Megan's knowledge and connections proved pivotal as well. She had an answer to every question and prepared me well in advance for all contingencies. Before I found Megan, I had begun seeking pre-approvals through a couple mortgage lenders I thought were good picks. Turns out I had much to learn. Through one of her many contacts I was immediately presented with a substantially better offer by way of a grant. Then, after jumping through the hoops of obtaining a fully underwritten pre-approval, once I saw the final numbers on paper I realized my priorities were skewed and I really needed a lower interest rate over grant money. A rate this lender couldn't provide. With zero frustration or hesitation Megan was ready with another lender that fit my needs. I say 'zero frustration,' but I'd be surprised if there was none. Anyone would be frustrated at a client upending a weeks long process to start at square one. All I noticed was an eagerness to solve the problem. As an aside, that new lender was perfect. Not only did I receive a rate so good the previous lender was a little surprised, Alicia, the new lender was again just a perfect fit for me on a human level. Megan knows good people. Not surprising. When all was said and done and I met Megan at my new home to be handed the keys to my new life, she offered congratulations and words of encouragement in a way that befit my outlook of relief over excitement. Once inside I discovered a thoughtfully arranged array of welcoming gifts. I had previously mentioned how I was a bit of a neat freak and was looking forward to having my own kitchen; that after a long period of costly meal prep services, I'd finally being able to cook again. There were spices and olive oil, various cooking utensils, a cookbook along with cleaning supplies, and even snacks. All things that truly eased my transition as I began shifting my life into new quarters. Such a thoughtful gift from such a considerate person. I feel so much gratitude for my friend who referred me to Megan, for those Megan referred me to, and most of all, for Megan being the professional, compassionate, diligent, and caring human being that she is. Thank you.

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

    Tax Care

    (69 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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