Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC - Walnut Creek (CA)

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!

Robert Gonzalez [Raymond Lopez has moved to LPL - I thought I should update this - I cant figure out how to remove it] I have to admit I was really impressed. I didnt believe an investment advisor could show me what to do that was really in my best interest, but Ray makes sure that he does. I also didnt know that financially complex ideas could be explained that easily for me to understand. I am glad I made that appointment.

Colin Hallatt I called to inquire about exchanging money and got hung up on twice

James Please be aware of the scam. This company refuses to move anyone from their calling list and outright said they will continue to do so until you give them your private information and accept their offer. Robo collars and harassment? Sounds pretty consistent with the scams working out there. There are better companies to give your business to. Steer clear of this one.

Joey G I have gotten many loans from Bernie over the past 20 years. New houses Ive purchased as well as re-finances. Before Bernie, Ive used several others but have never been back to them. After my first loan with Bernie, I never looked any further. I go to him every time. He knows what hes doing, hes totally honest, wont steer you wrong, and hes a great guy to sit and talk to. Hes the best.