Raymond James & Associates - Modesto (CA)

Janet Thomson Erik Wolfers is a godsend. He is passionate about providing expert financial advice to people of all income levels, believing that the average person should be able to get the needed support to save for retirement. I have worked with him and taken his advice with my investments. He is patient with explaining his approach and will take the time thats needed to make sure you understand the options and why he recommends a particular approach. I highly recommend working with him and his team!

Leviathan The store was neat and clean, I brought my package up with a preprinted label and basically just handed it to an employee and that was it

Norman Shoaf I was pleased at the speed, efficiency, and positivity I experienced every time I made contact with the group. I especially wish to compliment Ana Aguilar, who helped me several times and made sure I got the service I needed. She was patient, responsive, knowledgable, kind, professional, and touched base with me frequently to make sure I knew what was going on and what the next steps were. She was excellent on the phone and via e-mail. She is a joy to work with and I appreciate her personally. She deserves much credit and I would welcome the opportunity to work with her again.