Keywords: establishment,finance,point_of_interest

Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®|ChFC® - Castro Valley (CA)

Address: 🏡 20980 Redwood Rd #120, Castro Valley, CA 94546

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJmeUpkiWSj4AR-3CktilC3RA

Where is Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®|ChFC® 🏡?
20980 Redwood Rd #120, Castro Valley, CA 94546
What is the phone number Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®|ChFC® 📱?
(510) 886-3636
What Clients Are Saying about Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®|ChFC® (on GG)

5 /5 Michael Meighan: Rosalyn was great help today. My sister was close to being scammed over the weekend and we had to move some funds fast, Rosalyn made room in her busy schedule to help her set up a new account and advised her of options to consider to make her funds last through retirement…. I will defiantly consider using Rosalyn once I’m able transfer my retirement account. Sincerely Michael Meighan

1 /5 Thomas Will: DO NOT USE this places services. Shockingly untrustworthy. Not sure how they are still in business or how Rosalyn Antonio has a job in this industry. Will most likely file a report with the BBB over what goes on at this place. Outrageous.

1 /5 Stephen Will: Rosalyn Antonio is a con artist that preys on the elderly. Completely shocked at the lack of professionalism, ethics and outright lies I listened to as this scammer tried to con my mother. AVOID AVOID AVOID. I don’t know if she is licensed but if so her license should and soon will be revoked. To blatantly lie to senior citizens and tell them their accounts are out of compliance as an excuse to generate fees and pretend they are compeled to disclose all other assets to you to try and move them under your incompetent management is rediculous. Hell has a special place for those that prey on the retired elderly like Rosalyn does.
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJmeUpkiWSj4AR-3CktilC3RA

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Cecilia Urbina: It is such a breath of fresh air when customer service workers know how to do their job effectively and efficiently plus have a positive attitude. Jennifer was absolutely amazing, very professional and knowledgeable and answered all my questions with a smile. I definitely plan on sharing my experience with family members especially since she is fully bilingual in Spanish and English.

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Amy Schroll: This is a great office. I love their friendly front desk staff. Every single time Im here i feel like Im being warmly greeted and sincerely welcomed. They have a large parking lot and theres a nice, clean restroom outside of the office. Ive been very happy with all of the staff here and their services and highly recommend!

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Julia W: I love the service at this location. All the staff (especially Jane) is very accommodating, extremely friendly and helpful! Outstanding Customer Service every visit I made! I also really like the convenience of the drive thru.

Edward Jones - Financial Advisor: Doug Williams - Alpine

Rika VL: I recommend Doug Williams and his office manager Kristi Scherbaum very highly to anyone who needs financial advice and who wants to secure their family’s and their own future. Doug is highly experienced, extremely knowledgeable, and top-notch with his recommendations for investments. He is easy to talk to and very responsive to calls/questions you might have. He doubled some of my investments in only one year! Kristi also is top-notch. Very professional but also easily approachable, quick to respond to phone calls and emails, and truly caring. These are attributes I have equally found in Doug. I highly recommend Doug and Kristi at the Edward Jones branch in Alpine, CA to everyone who needs financial advise and who wants to invest in a safe future for their family and their own retirement. Rika (M.D.)

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Christine Noble: We have numerous policies with HomeRun. Our agent, Melissa is amazing. She goes above and beyond for us to try and find the best policies for our business and for our personal needs. She is incredibly knowledgeable and has always done an amazing job for us.