Keywords: Financial julie a wallace financial advisor ameriprise financial services llc ca

Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC - Petaluma (CA)

Address: 🏡 17 Keller St Ste 225, Petaluma, CA 94952, USA
Phone : +1
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJf1XrYM-3hYARtxPTIVN_uLk
#California

VARRIS Mortgage Solutions - Novato

Andrew Logan Vince at Varris got me a great rate and was extremely helpful throughout the process. Definitely happy with how my refinance went.
5 /5

Viancas Insurance & Financial Services - Chula Vista

Juan Velazquez Thank you Blanca, for walking me thorough the added policy of my newly teen driver, you were very comprehensive to my questions and needs, better yet, you got me the best price value without breaking the bank. I will highly recommend you!
5 /5

Clearlake Pet Center - Clearlake

Robin My family and I have been using this pet store for many years. Always great service and decent prices!
5 /5

BAR Financial, LLC - Concord

Karen L. Fisher If I could give this company a zero rating I would. Working with Adam Ghinazzi has been one of the worst experiences Ive had when it comes to working with investment advisors. He never returns phone calls, still has an old contact name and e-mail attached to the accounts and has consistently ignored client instructions. His poor customer service led to a large amount of money getting misdirected and it is taking months to fix the problem. Its been extremely stressful working with him. I hope his company will do something to improve the level of service so no other client has to experience this level of frustration and of being ignored. Clients deserve better. Im a trustee and Im settling the estate for Adams client. Out of respect for all the years he worked with this client, I would expect him to be responsive to the needs of the current situation which is making sure the money is distributed properly so the heirs can receive their money.
1 /5