Nevada County Housing Services - Nevada City (CA)

The Mess Ender I’ve been with Wells Fargo since 1974 when my mother put me on her acct. my family has had a trust and I’ve recently lost my Mom, my rock. Mitch is my advisor and I am disappointed in Wellsfargo’s internal issue with helping me cover my checking acct with my brokerage dividends. Mitch out my Mom into a brokerage acct situation that did not pay her the dividends she previously has and Mitch decide to just give her money from the principal to make up the difference she lost from moving her tax free bonds to a mutual situation. My Mom trusted Mitch and so I had to too. And now she’s gone and Mitch laughed at me when I brought this all up and did not help me with my checking acct or brokerage acct. I took care of my Mom until the end in our home that’s also in the trust and has a reverse mortgage with WellsFargo too. It’s a mess. There’s no protection. Mitch did not contact me at all while the account was helping keep our inhome nursing going. Mitch did not know his customer at all. Nor did he work to protect me the eventual recieved of my Papas gifts. I do wish to grow our trust money and yet need to survive at this point the taxes are due. Not happy in colusa ca

purplebeetsalad I have full confidence that Ryan Cassidy will use his expertise in the financial systems to help me meet my long term goals. He listens. He has very calming steady influence when the markets are volatile. I absolutely recommend Ryan and his team for your IRA or other investments.

Michael Meighan Rosalyn was great help today. My sister was close to being scammed over the weekend and we had to move some funds fast, Rosalyn made room in her busy schedule to help her set up a new account and advised her of options to consider to make her funds last through retirement…. I will defiantly consider using Rosalyn once I’m able transfer my retirement account. Sincerely Michael Meighan

Anna Marie Holmberg I want to say a special Thanks to the great Thrivent team of Tyler Jones and Michael Miller. It has been a wonderful experience getting to know and work with them this last year. They always made me feel like I had their full and complete attention. Their self confidence and guidance has meant so much to me. Every question I asked big or small, was answered efficiently. They directed and guided me to make good financial decisions. Their goal was for me to understand all the facts and information, and what the impact would have on me now and also my future. My time and money was treated as it was their time and money. I am very appreciative of the respect they constantly displayed towards me. I feel comfortable recommending this team to anyone.