Edward Jones - Financial Advisor Sarah S Reznick, CFPChFCCRPC in Newbury Park

Review №1

2018-06-02 00:59:43

Sarah Reznick is one of the best in the business! She looks after her clients like they are family. She is smart, fierce, and very protective- always looking out for her clients best interests. Sarah has helped me make great choices and manage my portfolio to protect my future. I without hesitation recommend using Sarah, not only is she a joy to work with, and my investment has grown under her and her teams diligent watch.

Review №2

2019-11-07 01:49:51

Sarah is my personal Financial Advisor. She is so down to earth and understandable for starters. Your first appointment is so helpful. She quickly was able to show me the big picture on the screen and the possibilities. She has made so many amazing recommendations along the way also. Furthermore, she is so energetic, can do and positive. She takes the stress out of looking at your finances. And, she is so successful. Highly recommend!!!!

Review №3

2018-06-11 16:25:07

Sarah is a consummate professional. I value her financial education, her client care strategy and the customization of her planning. She is an easy choice if you are looking to build your first financial plan, merge your current plan with a partner/spouses, and or get a second opinion on your existing plan. She is not only a trustworthy Certified Financial Planner, she is an exceptional person. I highly recommend her.

Review №4

2019-10-10 20:04:21

More than all her extensive financial knowledge, I appreciate that Sarah is truly a partner that is invested in my future. Diligent in finding the right solution that fits individual situations and needs. She is professional, trustworthy and backed by a great team.

Review №5

2019-11-14 22:05:02

Wow, Sarah really knows her stuff. Not only does she understand how to help in ANY financial situation, she cares! Ive really enjoyed working with her and her team. Thank you Sarah for making the discussions about money and smart planning less painful.

Review №6

2020-01-05 17:55:24

After working with an investment person with whom I had little conversation over the years, I was referred to Sarah Reznick by a friend. From our very first meeting I felt comfortable and confident that I was in good hands. She helped break down our long term financial plan in an understandable way and put me at ease. She meets with me regularly to analyze where I am and if we are on track. Not only does she help with my finances but she is an all around great person who you can ask for referrals for other resources! If you need a great financial planner with a good heart look no further! Jenifer Ludwick

Review №7

2018-06-02 02:09:01

I am so grateful I found Sarah! She works with me to understand where I am financially and where I want to be. I feel understood and respected and trust her 100%. I am confident about my financial future with her by my side.

Review №8

2020-01-06 21:02:58

Sarah is great at advising because 1) she knows her stuff and 2) she cares about her clients! You’ll see her passion and determination as soon as you meet her.

Review №9

2019-11-27 20:02:43

Love Sarah and all that she does. Sarah and her caring staff provide top notch services. Sarah is extremely knowledgeable and has the patience and desire to provide great friendly customer service.

Review №10

2019-12-04 05:53:00

Fantastic people to work with! I was hesitant with all the other jokers out there. But Sarah and her team are the REAL deal! Ask her anything she quick with knowledgeable responses! Very grateful for her!❤️