Palm Desert, CA Investment Service

She was very informative.

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

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.

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.

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.

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

(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

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

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

Security question, pass code to protect your account. Until you get locked out. Try to call branch where account located in Southern California transferred to Texas. Bac ... more

Worst customer service. The teller is unable to assist with simple check transaction and obtain us with a copy of direct deposit form. Very unsatisfied I really dislike c ... more