Edward Jones - Financial Advisor: David T Green - Chico (CA)

5 /5 Heather Nyhof: About 10 years ago I opened a do-it-yourself-online-trading account because I thought it would be fun. Fast forward a few years and I realized its not fun. I needed someone to take over this account... but I didnt know anyone and I didnt trust anyone. I met Mr. David Green and knew he was the one to help. His personality is warm and friendly, hes not pushy, and you can just tell hes a good guy. And he was able to explain things to me in a way I understood. He took care of the entire process of getting my old account transferred-- all I had to do was sign a few papers and he took care of it all.

5 /5 Tara Campbell: Professional, reliable, friendly David made it easy to set up both retirement and trust accounts. He listened and adapted to my goals (which were different between the two accounts), and his staff has also been very helpful and friendly.