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LPL Financial, Ken Houldsworth CFP, Amy Taylor - Arcata (CA)

Address: 🏡 1400 10th St, Arcata, CA 95521, USA
Website: http://www.lplarcata.com
Phone : +1 (707) 822-7241
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJQ63vjhpX0VQRdebNjJ0snBE
#California
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Bank of America Financial Center - Jackson

iheartauroraborealis This weekend, I stopped into the Placerville BOA. Tammy who was covering at the Placerville branch, but works at the Jackson branch, offered to assist me. She did everything she could to help me figure out how to proceed to find documentation through the bank that my family needed to file taxes for a family member who passed. She was very straightforward in explaining what the bank needed to help provide the information and gave instructions on how to obtain it. Throughout my interaction, she was calm, helpful, and kind. Thank you!
5 /5

Columbia Bank - Eureka

Sandy Pelican These people are truly amazing. I had moved from Eureka, California to Oregon and a piece of mail got returned to the Eureka Branch.. Megan Davila made a very special effort to find me & call me to tell me about the piece of mail. After finding me she mailed it to my Oregon address. How many people do that? Nobody. I have always been impressed by the very personal service and attention to detail that these professional people have given to me over the 21 years that I have been with Umpqua. But the follow up and attention to me and my account is amazing. Umpqua Bank sets the standard for courtesy, attention to detail and professionalism. I am very fortunate to have Megan Davila and Umpqua Bank looking out for my best interests. Thanks Sandra
5 /5