Larry Swanson - Financial Advisor, Ameriprise Financial Services, LLC - Stockton (CA)

D C I spoke with one woman then we had a appointment for next day then shes not in so this other woman helped me ..should of told me if your not coming ? But the othe woman was kind and friendly. I give it a score of 6 .

Robyn Maitoza My experience with MyDirect IRA was outstanding! Ted and his team are professional, knowledgeable, and responsive. They took the time to thoroughly explain things to me and responded promptly to every question I asked. Highly recommend this company!

Pamela Sette For almost two years now I have interacted with Halbert Hargrove Global Advisor - Nick Strain + his amazing team. It has been a pleasure to work with Nick and team as everyone is a seasoned professional and a delight to work with. I am consistently impressed by their knowledge, process, sense of urgency and attention to detail, support, patience and they go above and beyond when it comes to client service and kindness.