Mutual of Omaha® Advisors - Concord - Concord (CA)

P S We were told to see the counter person today about 1215. We waited as the female associate told us to have a seat and wait. We waited off to the side. After she was done with the person in front of us, she skips over us completely and takes the person that arrived after us. We had questions that the teller couldnt answer in the first place in which we were patiently waiting. We are greatly disappointed in Bank of America. We were considering moving my moms numerous assets over to B of A, but after todays experience we think not.

William Weinberg I have had the pleasure of knowing and working with Martin for over a decade. During that time, his devotion to my financial well being has never wavered. At the outset of our relationship he made sure to determine what kind of investor I was, what my goals and expectations were and that evaluation has led to a very trusting relationship over the years. I highly recommend him to anyone looking to diversify and increase their wealth with someone they can trust and get to know on a personal level. Hes an excellent person and an excellent financial advisor.