Carlsbad, CA Investment Service

Diligent, professional and responsive! IDA understands the importance of establishing a plan tailored to each client's risk tolerance and helping to stay on course. Not ... more

This is a great branch... not too busy, very friendly and helpful. Love coming here and glad they are my closest branch. Freddie the manager is such a nice guy and very p ... more

I am so sad for these new people coming in. They have been through Hell. It's beyond words. When you can feel people's pain and tiredness and you try so hard to love the ... more

Sper bad experience, their was this men that wasnt even my teller, he was putting something in the computer that my teller asked him to do, not sure if he was the manager ... more

As always, my tax-return visit with Troy this year was a positive experience! In addition to a quick review of my tax return, which was fine, he gave me some great invest ... more

Showing the business hours would be helpful.

Jenny was very helpful and knowledgeable. Highly recommended.

The girls at Pacific Premier. Carlsbad are very helpful. I have multiple accounts there and they are always willing to help if there is a question or a problem. ive been ... more

Evan forcasting ability is off the charts. I have really enjoyed working with him.

great environment and staff

Steven has been great to work with- he is the new firm owner.

I had the best fortune to have Lance Silva assist me with an urgent matter yesterday in solving a big problem in regards to my life insurance policy and my IRA account . ... more

The man didn't work there anymore but was willing to pass on my message.

Linda casa

We used Artistic Design Remodeling for our guest bathroom remodel in 2018. Lord Shah and his team were very professional and punctual. We knew how the remodel would progr ... more

There automated phone service does not work. Just hangs up.

Sprott Global insight has been instrumental in my overall portfolio strategy. And helpful, I may add.

Can't deposit a check payable to an account holders name unless you give them the full acc number.

I really am so happy with this bank. The personal service is phenomenal. I have to give a special shout out to Jennifer, She is simply amazing; personable, detail ori ... more

I had to call and repeat myself over and over. VERY ffrustrating!!!experience perience