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“Excellent presentation at WCC regarding “Tax Efficient Retirement Strategies ” ! Brian covered a lot of informative points and various subjects which was most helpful in a birds eye view of the whole picture. Our follow up meeting reviewed more details and specific questions and if any "tweaking could be done". Love that! I so appreciate his time in reviewing our portfolio and calming any concerns we may have had on our investments.”
“Excellent customer service! They helped sort out an issue I had with my account and they all staff were extremely kind and helpful, and especially Howraa (Branch assistant manager) was super helpful in going the extra mile to help me resolve a big issue with my account. 10/10 experience”
Investing
Investing
Investing
“My mom passed and I had to close out her account. I wanted to shout out Cindy (I'm so sorry if I got her name wrong. I have the memory of a goldfish). She was so kind and gentle about the whole thing. She didn't push or ask any questions, she just acknowledged some of the hardest points of losing someone so young, and continued completing my request. Even though it's been a year and a half, her kindness made it easier to complete one of the last things I needed to do to close out my moms estate, which is bittersweet itself. Thank you, Cindy. You have no idea how you helped and healed me a little bit. I hope this finds you and you know that you positively impacted me today.”