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    Jacquelyn C Wright - Edward Jones

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

    By appointment only

    Updated 2 weeks ago

    Services - Jacquelyn C Wright - Edward Jones

    Inheritance planning

    Insurance planning

    Investment management

    1 More Service

    Retirement planning

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    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

    (142 reviews)

    We had an amazing experience working with Leticia Sanchez and her team throughout the sale of our…read morehome. From start to finish, she was knowledgeable, responsive, organized, and truly had our best interests in mind every step of the way. Selling a home and aligning it with the purchase of a new one can be stressful, but Leticia made the entire process feel smooth and manageable with her guidance and constant communication. She went above and beyond to answer our questions, keep us informed, and ensure everything stayed on track. Her professionalism, attention to detail, and dedication really stood out, and we always felt supported during such an important transition. We are so grateful for all of her hard work and would highly recommend Leticia to anyone looking to buy or sell a home. Thank you again for helping us successfully sell our home!

    My wife and I chose Megan Salazar as our realtor for our home purchase. Megan made the process…read moresmooth and painless. Her communication was clear, understandable, and transparent. She was very trustworthy and always made herself available. She happened to be on vacation during negotiations and i would have never known if she hadnt told us, because she was working on our purchase the whole time without delay. She connected us with an amazing mortgage broker as well. The whole process was seamless. Megan was able to pivot as needed and made sure we never felt stressed out or worried. Thank you for your amazing work! We would definitely recommend Brittany, Megan and their team when you enter the market!

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

    Tax Care

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    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.

    Teh Financial Coaching

    Teh Financial Coaching

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    As someone who uses Yelp a lot, I don't hand out 5-star reviews lightly, but Christine Teh…read moreabsolutely earned this one. I reached out because I'm working hard, but still not seeing enough in my paycheck to get ahead. Christine immediately spotted things I completely overlooked, including helping me adjust my dependents correctly, which honestly made a noticeable difference in my overall paycheck. That alone took a huge amount of stress off my shoulders. What I appreciated most was how professional and down-to-earth she was throughout the whole process. No pressure, no talking down to me, no "finance influencer" gimmicks. She explained everything clearly and gave practical advice that actually applies to real life. She also helped me focus on budgeting in a way that finally clicked for me. Not restrictive. Not unrealistic. Just smart habits and structure that made me feel more in control of my finances, rather than constantly reacting to bills and expenses. You can tell Christine genuinely cares about helping people improve their situation, not just selling a service. She's knowledgeable, patient, professional, and easy to talk to, which makes a huge difference when discussing personal finances. If you're trying to improve your finances, better organize your budget, or simply understand where your money is really going, I highly recommend hiring Christine Teh. Definitely a well-earned 5 stars from me.

    I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

    Jacquelyn C Wright - Edward Jones - investing - Updated May 2026

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