Transitions Financial Planning - Rancho Mirage (CA)

Robyn Maitoza My experience with MyDirect IRA was outstanding! Ted and his team are professional, knowledgeable, and responsive. They took the time to thoroughly explain things to me and responded promptly to every question I asked. Highly recommend this company!

David Bergeron The only place that didnt jack my credit up with inquirys. Life customer here and the ladys are very friendly and helpful at the office.

donald hill Delayed responses, Poor communication. Requested multiple times same documentation. Received an inaccurate property appraisal and never received a revised appraisal. Team Leader Veronica Rocha never responded to emails or voice mails. Better providers.