Modesto, CA Financial Planner

Exceeds my expectations every meeting. I trust these guys.

Love working with Chad, very knowledgeable when it comes to our needs.

I've been with Gene for over 30 years. Enough said.

The agents at Bankers Life were very curious and very helpful. This would be a team I would be honored to work with if given the chance. Thank you for all your help.

After years of migrating funds that could be removed without a penalty, we are about to say good by to Ameriprise!  It has been a horrible experience and strongly recomme ... more

Exceeds my expectations every meeting. I trust these guys.

Just had a very informative meeting with Jeremy Very much appreciated getting all our questions answered. Very pleased and confident in new policy.

Feeling uneasy and unsure about my future and what to do about a retirement plan Jovanna took her time to explain different products to me Looking forward to meeting with ... more

Amazing financial planning on jizzle believe me

Bob explained everything very clearly. A personable guy to work with. I highly recommend him.

Five-Star Establishment, the food was great and service was good. Would recommend to a family member or friend or conjoined twin

Mr Joe Swain is caring, knowledgeable, dedicated to his clients.

They have a great process. Very honest and trustworthy advisors.

11:45am friday morning. One teller at work. 10 people in line. I'm taking my business to any other bank. Thank you not.

Worse customer service ever... came last week to open an account for my brother with special needs, and they told me to bring one form of picture ID, came back a week lat ... more

Rude snooty employees. Glad I'll never have to step foot in there again. Very clean building though.

Alana was very thorough and made me feel very confident in my financial future.

Very helpful

Excellent

Bank of America's are getting scarce at least this one still works.

I called to get help for a CPA. I own a small business. They told me to do my taxes is 1,000 dollars and talk to a cpa is $300 an hour. Ridiculous, i do not recommend th ... more

Ive been with Bank of America for almost 20 years and always had a pleasant visit. Everyone is so nice and professional. Thank you!

Great service. .

They were in Sunrise Rotary Club and tried to contact me about my money. I refused their service and they hounded me. I don't know why they are still in business. They sh ... more

DO NOT GO TO THIS MAN! As a new client, Walter got us an appointment real quick. We sat with Walter, who asked us a few questions, collected out tax documents & assur ... more