Keywords: Financial helen lee financial advisor ameriprise financial services llc ca

Helen Lee - Financial Advisor, Ameriprise Financial Services, LLC - Glendale (CA)

Address: 🏡 700 N Brand Blvd #460, Glendale, CA 91203, USA
Phone : +1 (818) 550-9980
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJq_FRnVLAwoAR-Fm6HlLa_zA
#California

Kathleen A. Schulte - Placerville

Lily Bryan She does not pay attention to detail nor take deadlines seriously she has been a hinderence to my grandmothers estate and has a conflict of interest relationship with the attorney. Stay far away from her especially if she is providing trustee services.
1 /5

Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®|ChFC® - Castro Valley

Michael Meighan Rosalyn was great help today. My sister was close to being scammed over the weekend and we had to move some funds fast, Rosalyn made room in her busy schedule to help her set up a new account and advised her of options to consider to make her funds last through retirement…. I will defiantly consider using Rosalyn once I’m able transfer my retirement account. Sincerely Michael Meighan
5 /5

Fidelity Investments - Monterey

Kalia Mitchell-Silbaugh I can’t speak highly enough of the customer service I have received from the staff at the Monterey Fidelity branch. They have been readily available to help me with a variety of requests and have consistently gone above and beyond to provide expedited service. They are kind, helpful, patient, and welcoming. I particularly want to thank Aaron for spending over 45 minutes on the phone with me to answer all of my questions and support with document verification - he stayed on the phone with me until he was sure my request was fully resolved and that I had all the information I needed, and followed up to provide me with additional resources.
5 /5