Top 11 Financial Advisors in Jackson, CA

Sean Steen Ive had a great experience with Primerica. Sharon is professional, knowledgeable, and always responsive to my any questions I may have. Primerica offers a wide range of services, from investment advice to retirement planning to refinancing your home. Highly recommended for anyone looking for trustworthy and efficient financial guidance.

Judy Stafford Steve Valencia is an extremely knowledgeable agent and has been my agent for over 6 years. He stays updated on all insurance issues and works with his clients on explaining coverage. He is able to provide his clients with a variety of insurance opportunities. I would highly recommend Steve to anyone moving to the area and looking for coverage, or looking for a change. You will not wont be disappointed with the customer service and knowledge provided by Steve Valencia and Athena Insurance.

Naomi Petersen What an amazing and professional person William Peterson is! He is very knowledgeable about financial planning, hes very passionate about helping others. There is no situation he will turn away and he makes everyone feel valued no matter what their financial situation is. You will be in good hands when having his help and guidance.

Martha Perez Sharon Casellas is a person I had trust such beautiful loving soul and I look up to her!

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.

iheartauroraborealis This weekend, I stopped into the Placerville BOA. Tammy who was covering at the Placerville branch, but works at the Jackson branch, offered to assist me. She did everything she could to help me figure out how to proceed to find documentation through the bank that my family needed to file taxes for a family member who passed. She was very straightforward in explaining what the bank needed to help provide the information and gave instructions on how to obtain it. Throughout my interaction, she was calm, helpful, and kind. Thank you!