Palm Desert, CA Investments

Our trust experience started with a dishonest estate lawyer who drew documents that allowed one trustee to sell properties without the co-trustee’s knowledge or permiss ... more

Danielle Rivelli, with United Capital Source, assisted me with a business loan. She was quite helpful and knowledgable. She responded promptly to my emails, and was eas ... more

She was very informative.

Have worked with Bruce on a number of projects over the last 5+ years.

Michelle has helped my small business and personal finances get on the right track. We recommend Michelle and her company as a great source of financial knowledge and ret ... more

Teller was very rude and unhelpful.

Amber is an awesome realtor - talk about on it!! She always updates us, shares with us the information that we need to hear... a great realtor and now, a great friend!

Sure Holdings guided me into my first successful wine investment. Great service and great product!

GPS required to find this location for out of towners.

I've been a client of art for 3 years he does my bookkeeping and I have a membership where we go over my profit and loss statements monthly in a 1hr meeting I have a pool ... more

Their managers respond quickly to the homeowner and tenant. The services they provided are top notch. I have confidence our property is well taken care of.

Gina the bank teller has the WORST customer service ever. Dont go!!

Received very disappointing customer service. I would look elsewhere for an advisor. Our advisor: -Did not offer options unless asked. -Failed to provide important inform ... more

They were very helpful with my client that needed help with a mt103 transfer.

They answered my questions to my satisfaction.

Excellent service

(Translated by Google) Excellent service and customer care I recommend them to everyone, zuly has a lot of experience in finance. (Original) Exelente servicio y atencin a ... more

My name need to be there, I 'm Patricia Lorraine Riddle.David McKay found me told me Alex Riddle has passed away, from COVID-19.,Dec 19, 2019. He put A lot of money in Mr ... more

One of the women was super nice and friendly with closing one of my accounts!

Excellent advisor! Highly recommend.

I am so glad to find Charles Alfaro...he and his team did very quick transfer of my investment accounts. His advice is precisions.

For many years Merrill Lynch has helped guide me in making decisions regarding finances and estate planning. Robert and Brenda Braun in particular have been long time man ... more

John Crespy has not been at this company for several years. Google has not approved any of the company's suggested edits to remove his name from the company name, It was ... more

I called the Palm Desert Office for some info. and this is the second time I have come to this office for advice. I was handed over by phone from your receptionists to th ... more

ATM machine on the drive-through stole 200 from my account

Terrible place! Very unfriendly!

BOA doesn't even deserve 1 *