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Lucas Giordano - Private Wealth Advisor, Ameriprise Financial Services, LLC - Woodland (CA)

Address: 🏡 431 Cleveland St Ste 100, Woodland, CA 95695, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJJbZlBHTRhIAR0MIRdjwVgF0
#California

Lendmark Financial Services LLC - Fremont

Guillory Bruce I would like to start off by saying thank you to the Lendmark staff, especially Carmen. She was so down to earth and so transparent as a person I had just met. I can’t thank her enough for listening and understanding. When life happens and things we can’t control come into play it’s places like Lendmark and Carmen who showed not just integrity, but pure professionalism. She took the time to understand my situation and help to find a solution when most places would have just dim the lights even more. Nobody wants to be in unexpected situations, but Carmen related to the situation not only as a professional, but as a person who understands life in general. Once again thank you Lendmark and Carmen for being about customer service.
5 /5
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MyDirect IRA - Oceanside

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!
5 /5