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8AM - 5PM
30 Town Center Pkwy Suite B, Santee
Investing
9:30 AM - 4:00 PM
9771 Mission Gorge Rd, Santee
Investing
“Had great service here today. Max was kind enough to squeeze us in between appointments. Really appreciated the outstanding service. Thanks for a good experience.”
“We absolutely believe he has our best interests at heart and have actually recommended Robert to family members who are working with him. He's always completely prepared and able to let us know his best assessment on how the next months and years will shake out, which keeps us in our comfort zone.”
8:30AM - 5PM
10620 Treena St Suite 100, San Diego
Investing
“I would highly recommend WAM to anyone looking for a financial advisor. Chase and the entire team is very professional, helpful and take the time to get to know you and your individual financial situations and also provide fast and efficient answers to any questions or requests. Highly recommend!”
9:30 AM - 4:00 PM
475 FLETCHER PKWY , EL CAJON
Investing
“I been happy with Wells Fargo bank 20 years more it's not get my way there time due my self there times bank does take of it yes bank out way help me I am a customer for life thank you Wells Fargo bank”
Investing
Investing
“Jack Loehr is the best financial advisor at Edward Jones. Why is he the best? 1. Within one year of him taking over my IRA in 2020, he grew my investment by ~ 24.88%+ and 13.99%+ in 2021 (38.87% in a 2 year period). 2. He advised me last year to not take the advance child credit because it may adversely affect my tax liability. Welp, he was right! I owe $3,000, which is the amount of the advance child credit. Luckily for me, I heeded his guidance and saved the money in a high interest bearing account to leverage the money to make money for my kids' college. So now, no stress! Giving the IRS back the money they advanced me, lol. So silly. I believe partnering with Jack is a win-win. I am so blessed to have met you. We all deserve better.”