Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services, LLC - Santa Barbara (CA)

Johnny Lee Staff members seem nice & I was able to get directions from an employee after walking into the wrong building. The wait time isn’t long if it’s not busy but I feel like you sit here for awhile on those days. A lot of chit chat you can over hear from some of these employees yet I know you should keep it professional be mindful you might hear some other issues personally by them as you wait if you get what I mean. But they were helpful.

Diana Nunez Things came up unexpected and I need help with my taxes at the last minute. I think we got it all figured out. Thank you for your help. It took a huge weight off of my shoulders.

Sheryl Burford My husband and I have been clients of Beneficent Financial for the past seven years. We are very pleased with the professionalism of Cathy Downs and her staff. Everyone is always friendly and very professional. Cathy does a great job explaining the various investment strategies and how they will impact our financial and tax portfolio. When you become a client at Beneficent, you become part of their family and they take very good care of us. The entire team is always great to work with. For our purposes, we mostly work with Cathy and Nancy who are so patient and understanding. We are more than pleased with the financial advice we have received from Beneficent. I highly recommend Beneficent Financial.