Edward Jones - Financial Advisor: Katherine Wells

nancy Shotts 

on Google

3 years ago

Katherine Wells is very knowledgeable and professional. She and her office Team are excellent listeners and match the product to the client needs. I appreciate all the volunteer work she does in her local community as well. She is an exemplary business woman in Petaluma. 

nancy cooley 

on Google

4 years ago

Katherine Wells is very knowledgeable and professional. She and her office Team are excellent listeners and match the product to the client needs. I appreciate all the volunteer work she does in her local community as well. She is an exemplary business woman in Petaluma. 

Heidi Brodie 

on Google

5 years ago

I have worked with Katherine and Sharon and have always had excellent and timely service. When I have a question Katherine provides comprehensive research and allows me to make my own decision. I appreciate that Katherine was willing to help me before I had any real money to invest-I wasn't too small (I had been turned away by other advisors because I didn't have enough to make it worth their time) I do now and Katherine will always be my advisor. 

Marisa Masciorini 

on Google

6 years ago

I would give a zero if I could. Tried to close an account and they said the money would be transferred in a few days. Never got it. Week and a half later I emailed them and her front desk lady Sharon said she made a mistake and didnt finalize it and didnt realize what she did. Then on the day I was supposed to receive the money Sharon said she made the decision to not transfer my money yet again for a dividend of $20... she held it without my permission. When I called her about it she was like oh sorry in a non apologetic to... read more