Michael Hancock - Private Wealth Advisor, Ameriprise Financial Services, LLC - Palm Springs (CA)

David Levitch The bank is online only. But the staff was friendly and able to solve a few of my needs. In general though, they want you to do everything online now.

Lori Beth Merrill As a fiduciary, I often have new clients who are years behind on their taxes. Mary works in a forensic way methodically and completely catching them up and negotiating with the IRS to minimize penalties and interest. She keeps in good contact to let me know where we are at and her fees are modest. She maintains regular hours and is very affable. Maureen is always a great help in answering questions too! You would be fortunate if she takes you as a client as you can be comforted by her years of experience and knowledge of the latest laws. Mary is the whole package.