Merrill Investment & Retirement Financial Center - Auburn (CA)

Kiet Trang Weiming from Excel 1031 has helped me tremendously throughout this whole process. He was there to answer my questions very promptly and made me feel confident throughout this whole process.

Melissa S Polam Federal Credit Union has saved me many, many times; and, I’m not even a member! My credit union is based in Southern California. Many of the CUs here have stopped providing services such as cashier’s checks. Thankfully, Polam is not one of them. The gals who assist me are always so kind and patient. I’ve even learned some Polish! Thank you, ladies for always coming through for me! ♥️

Jamie Setterquist Isaiah was very friendly and helpful and answered all my questions. He took the time to get me the information I needed and he was very patient with all of my questions. I hope to work with him again. Thank you Isaiah!