U.S. Bank Branch - South Lake Tahoe (CA)

Jennifer Errande The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging fathers account, which he granted me years ago but I never filed the papers for. I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious. As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but thats how it appears the world is changing.

Iftekhar Sareshwala I have been going to Mr. U B Singh for my taxes and accounting for twenty years and have always had an excellent experience. The staff is very cordial, friendly and respectful. U B Singh is knowledgeable, soft spoken and easy to work with.

Ignacio Haro Excellent, wonderful service! Robert Thomas and the staff are highly professional, competent, and empathetic to the needs of their clients. I highly recommend this company to anybody who wishes to make sound, diversified portfolio investments!