Financial Advising in Oroville, CA

“Joe Raneri has retired as is no longer a Raymond James agency. However, the agency has been taken over by a former Oroville Mercury Photography, who has in the last decade given me good financial planning. David Neilsen can be reached at 2214 5th Avenue, Oroville 95965. I am distressed by the dismal returns on my current portfolio now averaging about 6.5%, when five years ago it was above 12%. This is substantially better than the 2.2% offered by Bank of the West, and as a refugee from Wells Fargo, there is "No there, there." For the record, thirty years ago, I setup my portfolio with Joe Ranieri, and the portfolio is about the same thirty years later. I dumped the Bank of America and Well Fargo stocks in view of their handling of TARP funding and the HAMP programs they offered.”

“Joe Raneri has retired as is no longer a Raymond James agency. However, the agency has been taken over by a former Oroville Mercury Photography, who has in the last decade given me good financial planning. David Neilsen can be reached at 2214 5th Avenue, Oroville 95965. I am distressed by the dismal returns on my current portfolio now averaging about 6.5%, when five years ago it was above 12%. This is substantially better than the 2.2% offered by Bank of the West, and as a refugee from Wells Fargo, there is "No there, there." For the record, thirty years ago, I setup my portfolio with Joe Ranieri, and the portfolio is about the same thirty years later. I dumped the Bank of America and Well Fargo stocks in view of their handling of TARP funding and the HAMP programs they offered.”

“Went in today to open an account and was greeted by friendly smiling faces. The person who opened our account was by far one of the nicest people we've dealt with in a long time. Thank you Tanika for helping us out today!”