I did not have a good experience with Sunny Rae Yokim with All In Fiduciary Services in Bozeman, Montana. She was assigned as a payee for me on my social security. Being a retired accountant I am well aware of budgeting, in fact I have lived within my means for years. Upon my first meeting with Ms. Yokim, she informed me she and her husband were in awful credit card debt. It surprised me (since I don't even have credit cards) that this woman was assigned to me, but I had no choice. Not only was she rude, she acted as if my money was her money. I realized right away she had no idea how to live within a budge. I would not recommend Sunny Rae Yokim to anyone. Becky K. White, Billings MT (formerly of Bozeman, MT).
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- EIN 82-1519607
- 915 W Dickerson St Bozeman MT 59715-4330 USA
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