Edward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS® - Fremont (CA)

Queen Esther Great customer service skills. Very attentive and gave detailed information; giving me more insight than what I asked for. Fast, friendly and accommodating. I highly recommend!

T P Sarathy Amazingly good SBI California branch here in the Fremont location. I got some very key attestations for opening a NRO account done in a super efficient, courteous, professional and friendly manner. They offer Domestic accounts here as well, like any other bank in the US. I’ve opened an account myself, and look forward to using it for my future financial needs, and also encourage people to please check it out and see for yourselves. Thank you!

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.