5 /5 Virginia Lauder: Very goid and professional. My CFP takes the time to get to know you, what your financial goals are, how you are progressing towards goals, and go as recommendations to achieve these.
2 /5 Amanda Lyngaas Dwyer: i was told by the Senior Vice President/Investments, Branch Manager to please transfer my funds out.
5 /5 Virgina Lauder: Very well organized. Great financial advisor, beautiful and clean building.
Craig Jones Scott and Wilma & team have always delivered excellent customer service, great care and advice to both my wife and I , and my recently deceased Mother. I greatly appreciate the work they have done to make settling her estate a smooth process.
Lorna Stephens Erin is wonderful. Kind, patient and extremely knowledgeable. She helped us understand things that we knew little to next to nothing about. All the while with respect and a caring that made us want to be friends with this lovely person. We would never go to anyone else.