Dave Chandler DO NOT WASTE YOUR TIME WITH THIS SERVICE.
Lost nearly 3 months looking for help with a contractor problem. The lip service from the Alliance for Consumer Protection is pretty much the same as the lip service I received from the contractor. Promises of doing something and not following through. During my last contact with ACP it was explained they were unable to follow up with writing a letter to the contractor because the office is being relocated. The letter was suppose to be done 3 weeks earlier.
Matthew Borsellino Working with Rich and Val was amazing. They have deep roots in the community and have a give first attitude. Hope to see you guys out at a Rotary event soon!
Mollie Su After calling Monday morning (9:15) first checking online and saw that it said, "usually not too busy" at that time, I said I wanted to open a checking account and could I make an appointment. I was asked to be put on hold and there I sat...for over three minutes. Sorry, but it may not sound like a long time, but waiting for someone to help you out on the phone...it is...
Howard Noble My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia ODonel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia ODonel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia ODonel and blessed to have found such a personable, caring, hard working financial advisor!