Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services, LLC - Redwood City (CA)

Richard Williams Placerville is my home branch of this bank even though I have moved 2 hours away. When my new checks were lost in the mail I called the branch. Summer answered, remembered my by name (the staff at this branch are amazing for their personal care of customers), and immediately began to assist me in addressing the issue. She froze the account, took down all information on outstanding checks so they could be paid, gave me detailed directions on next steps to open a new account and reassured me that all would be fine. She even updated all of my data so when I went to a closer branch to open a new account it was very easy for them. I really appreciate the level of service and care received by Summer and the others at this branch.

Erika Bua Carson was great to work with!! He was incredibly personable and professional. his responses were very prompt. We were happy with our current policies but knew that he was recommended through financial peace University so we thought we would look into it and compare quotes. He saved us hundreds of dollars on our policies and we even got better coverage that was more appropriate. It was so refreshing to be able to lean on his knowledge so that we were appropriately covered on our policies. I would highly recommend Carson!