Shane Feist - Financial Advisor, Ameriprise Financial Services, LLC - Palm Springs (CA)

Chief Solver Maybe shes just a really busy entrepreneur that needs more assistnace and better structure/organization. But they eventually got around to my file and delivered on everything. Make sure you follow up, Marie and her staff definitely have the knowledge to make it happen for you, but make sure youre in regular contact with whoever is handling your case.

Tana Ching Ive seen Colisa a few times now and gotten great advice about being a sole proprietor and tax situations based on the changing laws. She can help you plan for big ticket items, unravel tax issues and get you ready for the new year. She is gentle, does her research and specializes in tax resolution. Shell take care of you!

M Kennedy they want you to call everytime you make a car payment otherwise they send you a late payment letter. And you have to pay cash only thru bank of america in person. No online or thru phone its a pain. And they always give you attitude when you call. Horrible experience