Excellent information, planning and suggestions for young and old. Everyone can begin their nest egg for retirement or other investments and now is the best time. Tomorrow never seems to come for doing this most important life-time need. I appreciate all of the staff and advisors very much and have found them to be well on-top of things, current and keep me well informed. Do make an appointment as my late husband and I did and found them informative, but left the decisions and time-frame up to me. No high pressure "do it now, or you'll be sorry" tactics have I ever experienced and appreciate that very much. Jim and Camille, Bend, OR have been extraordinary in all areas and when I leave a message they are back to me quickly.
All USA
Excellent information, planning and suggestions for young and old. Everyone can begin their nest egg for retirement or other investments and now is the best time. Tomorrow never seems to come for doing this most important life-time need. I appreciate all of the staff and advisors very much and have found them to be well on-top of things, current and keep me well informed. Do make an appointment as my late husband and I did and found them informative, but left the decisions and time-frame up to me. No high pressure "do it now, or you'll be sorry" tactics have I ever experienced and appreciate that very much. Jim and Camille, Bend, OR have been extraordinary in all areas and when I leave a message they are back to me quickly.