Mark P Dunn is a financial advisor at Edward Jones in Santa Rosa, California. He holds his Chartered Financial Consultant (ChFC) designation through The American College For Financial Services. He first spends time learning your goals and spending the time understanding your situation in detail. Mark P Dunn needs to know what matters most to you before helping you develop strategies to help achieve your financial goals. Edward Jones' financial advisors utilize an organized method to build personal strategies to help you attain your goals. In addition, they will partner throughout your life to help keep you on track. Their purpose is to make a positive difference in their clients' lives. Contact them to request an appointment.
Best Financial Services in Santa Rosa
Handpicked Top 3 Financial Services in Santa Rosa, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
We have a strict “No Pay to Play” policy.
MARK P DUNN - EDWARD JONES REVIEWS
Mark has become a part of the family. Over the last 6 years he’s helped us navigate our retirement, prepare for things we didn’t see coming and has always had our best interest in mind. He played a crucial role during the final years of my parents lives as well by helping to make sure everything was in place that we needed. In the last 12 months we haven’t been able to see him in the office due to health reasons with Covid but he helped us set up Zoom so we could still go over my investments and financial plan like we’ve always done, but from the comfort of my home.
Mark is up front, honest, and cares about doing the best for his clients! He really listens to your concerns and how you want to invest. Mark gives sound advice based on the market and your personal situation. I highly recommend using Mark as your financial advisor!
I cannot begin to express my appreciation to Mark. His knowledge and expertise is extremely helpful. He communicates in such a manner to make understanding easy. If I didn't understand the concept one way he just rewraps the idea in a different way until I understand. (He would make a great teacher.) His interest in me and my needs is genuine. His office and staff are very pleasant and welcoming. Absolutely a 5 star experience.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Charles Schwab is a well-known financial planner in Santa Rosa, California. Joseph Allen, the Branch Manager of Charles Schwab, assists you in aligning your financial actions with your goals using various tools, such as investment products, retirement planning, brokerage accounts, and personalized assistance from a team of seasoned professionals. Charles Schwab's experts offer complete Retirement Planning, Investment Advice, Portfolio Management, and Wealth Management services. In addition, the firm provides a wide range of investment options from prominent asset managers across the industry. They welcome you and are dedicated to providing clear and honest answers to any questions you may have.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CHARLES SCHWAB REVIEWS
The last few months, I have been working with Zack Swad at the Santa Rosa Charles Schwab office, and his assistance and advice on Retirement Planning, Risk Assessment and Asset Protection have been invaluable in planning for my financial future. His services have been extremely educational and useful in my future financial planning. I never felt any pressure to purchase other Charles Schwab's services, but I have come to realize the utility of some of the offered services and will be seeking those in the near future. Zack was very thorough in learning about me and my financial goals. He took the time to utilize that knowledge in the most financially beneficial way for me. I would highly recommend him.
Zack Swad has been our financial advisor for more than 4 years. Over that time he has provided excellent advice for investing our retirement portfolio to make it last as long as we do! Earlier this year, he talked us off the ledge when we were very concerned about the impact of election uncertainties on our investments. He did this by providing us with an updated analysis and projections on our accounts under various scenarios. After reviewing the analysis with Zack and an associate, we decided to stay the course and were glad we did. We highly recommend Zack. In addition to his financial and investment creds, he is personably and friendly.
A few months ago I was making major decisions and decided to give it a try. Wow, was that the right thing to do. Zach Swad has been amazing. He took the time to understand what we wanted and helped build a plan that allowed us to achieve our goals. After that he helped us find a partner organization that could help us manage our finances. Making that call was a very good decision.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Scarbrough Financial Group, LLC is a financial planner in Santa Rosa, California. They optimize investment and planning outcomes in partnership with individuals and their families. The firm helps you build a solid financial future that includes a stable retirement, solid investments that offer you the flexibility to live independently, and the confidence for planning wealth transfer to coming generations. Scarbrough Financial Group, LLC specializes in designing strategies that address complex wealth management issues, such as reducing tax implications and efficiently controlling the destination and purpose of your wealth. Their long-standing relationships reflect the quality and integrity of their practice. They primarily serve clients in the Western United States, with offices in San Rafael and the Walnut Creek region.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
SCARBROUGH FINANCIAL GROUP, LLC. REVIEWS
I'm new to need a financial plan. Jane walked me through the process, laid out the options, and gave me feedback on my choices. I didn't feel like she was there to sell me a product. She was a good listener, very professional, and in command of the facts.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.