Lenfest & Associates - Ameriprise Financial Services, LLC - Modesto (CA)

Gwenevere Green I thank you for your services, and the experience that your staff showed, I was greatly impressed with the way your staff treated me in every aspect. Keep up the good work. Keep up the good work, Jackie and Albert.

Nick Ashmore Thank you Brian, Kari and Rachel for another amazing experience. I have so much confidence and trust in the work that you do and the advice you give. They do what they say and make the process simple and stress free and I would never go anywhere else for mortgage financing.

Christine Joyner If you are looking for an Advisor to assist you with your financial security, Brandon is a perfect match. After your first meeting, you will feel comfortable and motivated to grow your savings. He will help you develop a long term plan to meet your goals and help ease your mind since the topic of savings can be stressful. Brandon is very knowledgeable and he has the ability to explain how the financial market works, so that one can understand and realize that it isnt as intimidating as it appears. You will leave his office with trust and understanding. Book that appointment, you will not regret it.

Ken Harris Had to take care of a bank issue with a fraudulent card transaction to my account. Adrienne helped me and was great. She made sure all the details were taken care of. Keep up the great work Adrienne

Jennifer Errande The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging fathers account, which he granted me years ago but I never filed the papers for. I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious. As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but thats how it appears the world is changing.