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“I learned today Bank of America is really not located in Montana. Being from out of state, it’s not the end of the world, but it was definitely some information I needed. I came into this location of Mary Lynch, because it was suggested via Google, needless to say, it wasn’t exactly what I needed, however Brandy Pelch was so helpful and informative. I got a whole bunch of information that I did need to know. And she also help me set up an appointment to create a Roth IRA account which was pretty awesome! Thank you so much for taking the time and helping me. It absolutely made my day.”
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“I have been going to Jim for a couple years now and I am very glad that we have him as a Financial Advisor. His customer service exceeds all of my expectations. I feel very comfortable and everything is explained very well to me and ours goals are a top priority for him.”