U.S. Bank – Wealth Management Banker: Ashley Stein - Palm Springs (CA)

Angela Poncetta Natasha in the office is absolutely wonderful! She is always very prompt and professional, and they make the process easy. Thank you, Natasha!

Naomi Petersen What an amazing and professional person William Peterson is! He is very knowledgeable about financial planning, hes very passionate about helping others. There is no situation he will turn away and he makes everyone feel valued no matter what their financial situation is. You will be in good hands when having his help and guidance.

Rosy Martinez Its still a bit difficult for me because Im not good at technology, but it helps me a lot with the little I know how to use it.

Debbie Loudermilk These people really know their clients and are wonderful! We love all of them!

William Weinberg I have had the pleasure of knowing and working with Martin for over a decade. During that time, his devotion to my financial well being has never wavered. At the outset of our relationship he made sure to determine what kind of investor I was, what my goals and expectations were and that evaluation has led to a very trusting relationship over the years. I highly recommend him to anyone looking to diversify and increase their wealth with someone they can trust and get to know on a personal level. Hes an excellent person and an excellent financial advisor.