United Capital Financial Advisors - Palm Desert (CA)

Pamela Sette For almost two years now I have interacted with Halbert Hargrove Global Advisor - Nick Strain + his amazing team. It has been a pleasure to work with Nick and team as everyone is a seasoned professional and a delight to work with. I am consistently impressed by their knowledge, process, sense of urgency and attention to detail, support, patience and they go above and beyond when it comes to client service and kindness.

Ryan Hofstar Good place

Mademoiselle Chappell Carolyn at the Richmond Ca store is delightful. Everytime I go in for services, she is bright, upbeat, and always willing to help. She went out of her way to remind me that my previous card needed to be updated soon to a Flare account and we did it that day. I look forward to being helped by her each time I go in. Thanks Carolyn!

Monica Great customer service. Helped me get through the process quickly and explained everything. Would certainly recommend