WhiteSpace Financial, LLC - Palo Alto (CA)

Michelle White I have had nothing but hassle with this office. I recently had to make an appointment with the irs over my trust account and the irs said that they never received my 1099r from edward jones so when I called Katie answered and backly called me a lie and that they couldnt resend them to the irs. I have had nothing but trouble with her since she realized who my sister was and is not very professional.

David Bell Sr. I am a long time decorated Honorably Discharged U.S.N. personal. I asked if I could have someone replace the military for me and do the things I always had given to me like, have food for me to eat, clothes for me to wear, transportation for me to get to locations I need to be at, ect. I was given one after another, all jokes, till Matt , Janelle, and son , Jeff accepted the challenge of me being there client. To tell you the truth, I have no idea how they do it but they do. I have been in the Military most my life( Sea Cadets) USN Temp Retired, Retired and belong to many Military clubs to present. The accomplishments I take part in to this day is only because of that loving family that knows how to do what they do. Thank you Quintmeyer family. Sincerely, Mr. David P. Bell Sr.