UBS Financial Services Inc. - Riverside (CA)

Hector Valdivia Ok

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

Ericka C Uneeka Peters notarized my Estate Plan documents and was patient throughout the process! Thank you!

Roth Gulseth Legacy Finance provides the highest expertise in financial planning, retirement planning and so many other services. Brad and his team are so committed to providing an experience that is personal and customized to your needs. Truly, this is a great company and I highly recommend them to anyone looking for financial services.

Rick T Mr. Balza is the best!! He has strong skills in the Insurance and Financial Services sector. His professionalism and knowledge are second to none. On top of all that, he cares sincerely, he is looking out for your future not his wallet. Advise will always be the best fit for your particular situation no matter how large or small it may seem. In my opinion Mr. Balza is the best agent in his trade, his earned awards prove it. Dont hesitate, if youre looking for an agent Mr. Balza is the ONE.