Apex Wealth Advisors - Ameriprise Financial Services, LLC - Santa Rosa (CA)

Eric Vizcarra The clerk was polite and very knowledgeable, was able to answer all my questions. The whole process took less than 10 minutes.

Rick T Mr. Balza is the best!! He has strong skills in the Insurance and Financial Services sector. His professionalism and knowledge are second to none. On top of all that, he cares sincerely, he is looking out for your future not his wallet. Advise will always be the best fit for your particular situation no matter how large or small it may seem. In my opinion Mr. Balza is the best agent in his trade, his earned awards prove it. Dont hesitate, if youre looking for an agent Mr. Balza is the ONE.

Marcos Rodriguez Our financial advisor is Dani ODonnell and it is evident why she has won Bakersfields Best the past couple of years. She assists us with both our personal and business financials and was a key part during our recent transition related to a business acquisition. From our first meeting with Dani, she has demonstrated extensive knowledge, clear communication, and a genuine want to do what is in our best interest as her clients based on our goals. We highly recommend her services. Thank you, Dani.