california Date: 09-25-2025

Top 6 Financial Advisors in Crescent City, CA

	Financial Advisor	Address
1	♠ Edward Jones - Financial Advisor: Meagan D Curtis, CFP®	785 E Washington Blvd Suite 13, Crescent City, CA 95531
2	♠ Edward Jones - Financial Advisor: Michael T Sullivan, CFP®\|CEPA®	836 3rd St, Crescent City, CA 95531
3	♠ Edward Jones - Financial Advisor: Kevin J Moerke	1225 Marshall St Suite 12, Crescent City, CA 95531
4	♠ CBH Financial Services Inc	1225 Marshall St #7, Crescent City, CA 95531
5	♠ Edward Jones - Financial Advisor: Katherine C Taylor, ChFC®\|AAMS®	470 L St, Crescent City, CA 95531
6	♠ Edward Jones - Financial Advisor: Tim Rodriguez Jr	200 US-101, Crescent City, CA 95531

1.Edward Jones - Financial Advisor: Meagan D Curtis, CFP®

Address: 785 E Washington Blvd Suite 13, Crescent City, CA 95531

(3) user ratings total:

Michelle White I have had nothing but hassle with this office. I recently had to make an appointment with the irs over my trust account and the irs said that they never received my 1099r from edward jones so when I called Katie answered and backly called me a lie and that they couldnt resend them to the irs. I have had nothing but trouble with her since she realized who my sister was and is not very professional.

1 /5

2.Edward Jones - Financial Advisor: Michael T Sullivan, CFP®|CEPA®

Address: 836 3rd St, Crescent City, CA 95531

(2) user ratings total:

Dan Love Mike Sullivan is my go to guy for handling my finances. I know that my retirement or any other investment I have is safe in his hands. Not only is Mike great but so is his staff. They are always very friendly, extremely competent, and on the ball. I highly recommend these folks, and there is an aire of excellence as soon as you walk in the door!

5 /5