Investing in Alpine, CA

“My wife and I took some time off together this morning to go to the Alpine Wells Fargo branch and open a checking account for her. Her first. I had even scheduled an appointment on-line two days prior. We arrived about 10-minutes late (absolutely not my fault). All of the Tellers were friendly about it and non-judgemental so our lateness was not an issue. Associate Personal Banker Sandra K. took us to a desk, and for the next couple hours we had an enjoyable time together while Sandra covered every imaginable aspect of a Wells Fargo checking account (and a savings account, which it turns out we needed), and overdraft protection, and debit card art, and personal checks, and automatic transfers, and PINs, and paper-free accounts. It was, without doubt, the most thorough opening a checking account experience I have ever had. And it was also calming in a zen way with pleasant banker company. I'm happy to recommend this bank branch.”

“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.)”