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Edward Jones - Financial Advisor: Scott M Brown, CFP®|AAMS®

Edward Jones - Financial Advisor: Scott M Brown, CFP®|AAMS®

About This Listing

Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Non-profits
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Non-profits
Remote Services

Contact Information

Address

1255 Sacramento St

Redding, California 96001

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-4:30PM
Tuesday 8AM-4:30PM
Wednesday 8AM-4:30PM
Thursday 8AM-4:30PM
Friday 8AM-3PM
Saturday Closed

Customer Reviews

Scott Brown has been our Financial Advisor for over 10 years. Prior to that, I had been with numerous other Financial Advisors with other major companies and none of then came close to offering me the services and trust that Scott has. Scott is extremely well at communicating with me, both on suggestions on how to best manage the money and during our annual reviews. I trust Scott completely and have never felt he recommended or did anything that was not the best for me. Scott is readily available by phone a

I've used Scott Brown for a few years now. He is a great financial advisor. He helped us set up IRAs and 529 college accounts for our kids. We are very happy with the advice and we love seeing our accounts continue to grow. Scott will also help you when ever you are making big financial decisions. He truly cares about his clients and their financial health. Just interview him if you are looking for a financial advisor. You won't be dissappointed.

Scott has been my financial advisor since 2018. He has done an excellent job and I refer him to family and friends every chance I get. He has helped me stay on track to meet my financial retirement goals. I highly recommend Scott Brown.

Scott helped me pick out a college saving plan that worked within our budget for our 3 children. He was very knowledgeable and professional giving us our options. The college funds have grown in such a small amount of time - definitely better than piggy banks! Then, for our business, he has helped us with a 401K plan that we offer all of our employees. I am sure we will keep adding on investments with him. Plus, he has an amazing office manager, Kelley that makes sure our employees have an appointment

I've worked with Scott for many years now as our financial planner. He is very attentive in contacting us with questions or concerns that he sees in the market with our investments, is always quick to return phone calls and sincerely cares about his clients. He has assisted with our children's college savings, our IRAs, 401ks, and general financial goal setting. He always has suggestions yet will listen when we have ideas of our own. I like that he is personable and takes a genuine interest in knowing about

I choose Scott Brown as my Financial Advisor approximately 10 years ago. i have been very satisfied with Scott. He is a good listener and provides sound financial advice. I would recommend his services to anyone looking for financial advise.

Scott has kept me informed through email and face book articles. Personal calls are always appreciated, too. I have had a local financial advisor but after his retirement, I invested in Edward Jones. Best move ever. My portfolio looks good.

Scott Brown with Edward Jones has been managing my retirement accounts for 8 years now and I am extremely happy with his expertise in the industry and very grateful for his help. I have 100% confidence in Scott and have personally referred him to friends of mine looking for the same service and professionalism. Thank you Scott, I appreciate you looking out for my best interest for my retirement in the future.

Scott is always ready to help explain financial challenges in plain English. There are so many decisions we have to make now to feel secure in eventually retiring, he makes it all feel possible and takes the stress & worry out for us. Peace of mind is really the best service he provides!

I?ve been able to refer many friends and family to Scott for financial planning and he has always done a wonderful job. I trust him and know that he will take as good of care of his clients as his own family.

Scott does a great job for us. He sets up appointments with us and is making sure everything is going ok. Keeps us informed of what is going on in the market and why. Would highly recommend Scott to anyone.

It is a pleasure to work with Mr. Brown not only due to his expertise with finances but because of the passion he has for the subject. I always come away feeling that he is on my side and excited for my retirement. I have total confidence in the financial direction he has helped me set.

Scott and his staff always respond to questions and concerns that Lori and I have about our accounts. The annual review that we have with him keep us on track with our goals.

Scott is always there for me. He is very knowledgeable and helpful. I trust hi always to make my decisions as to what I should do.

I initially worked with Scott and his staff through work but have maintained the relationship for the amazing service!

Scott helped me to see that I could start investing small and build up from there. He is excellent at explaining my options and follow-up.

My father highly recommends Mr. Brown. His service is of the highest quality.

Knowledgeable, Professional, Respectful, Kind. He regularly keeps in contact with his clients.

I recommend Scott Brown above any other Redding Financial Advisor.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.