Irvine, CA Investments

Cindy helped sell our house in Yorba Linda, and it was a great pleasure working with her. She was extremely professional with a lot of experience, always responsive, and ... more

Very trustworthy and amazing support

Jonathan and team are incredible to work with. They make recommendations based on mine and my wifes expectations and goals and do everything possible to ensure we set our ... more

Everybody at TMC was pleasant, professional and efficient. One drawback was that sometimes they had too many people involved in the processes. Overall, a positive experi ... more

Great people, amazing personal service, and excellent financial advice with results. I’ve been working with Dean Evans and Diane for over 20 years. I highly recommend t ... more

I met this savvy financial advisor while working for a local christian media company. She's very personable and loves people. I'm happy with my current financial advisor ... more

After working with my previous financial planner for many years, I had only spoken to him a handful of times the last couple years, the members of his team would always m ... more

Hello there Mrs. Gabriela , thank you very much for been there ,thank you for such a exemplary company NIM and thank you so very much for having such a incredible super ... more

David has been an invaluable resource for my wife and I. If you're looking for someone who understands how to make your money work for you, David's your guy.

These folks are FANTASTIC at Wealthwise Financial. Caring, Insightful, they listen to questions and provide good sound financial advice! Heartily, recommend them!!

Caitlyn was amazing

Just finished signing up with Ross Newman. Very informative, helpful and understanding. He really laud everything out for me, no shame for getting to this point of needin ... more

Unsolicited calls

Heather Melendez Was so helpful, she answered all my questions, I could not be happier with my results, they are Quick service & very trustworthy Yes I recommend.

What a joke. I get there to send a wire and theres 2 other people there and they tell me its 30 minutes minimum. Not sure how a bank like this in a populated area like th ... more

Quality experience with a great atmosphere. We appreciate your collaboration.

Avoid this office! A Michael Ciuffetelli Is unprofessional with a bad attitude. We wanted to buy stocks however he never gave us a chance to even have an appointment to s ... more

Michael Scherer did a informative, helpful presentation for the Irvine Chamber. I wish I had known Michael years ago. He is trustworthy and has your best interest at he ... more

This team was very transparent with the loan process. There are several programs to choose from that will fit the needs of business owners like myself.

SLD is truly a phenomenal and world class company. My experience with SLD can be described as an authentic "5-Star" experience. As a client, SLD's team of knowledgeable, ... more

Peggy is all I could have asked for in a financial advisor. Intelligent, thoughtful, caring, and a sense of humor. I could not have asked for a better advisor, and have b ... more

I appreciated the financial help they gave me and made the process easy for me to understand. I highly recommend this company!

This is a complete scam. Do not waste your time and money like I did. You do not pay for forgiveness and always contact your current loan company. I learned the hard way.

During my recent visit to fidelity bank , I approached with cashier lady , KATELYN MURPHY . to inquire about my accounting needs.unfortunately , despite expressing my co ... more

I highly recommend Clarity Wealth Management. Gina and Tyler are amazing financial advisors. They are smart and knowledgable. They are available for meetings and respon ... more

good bank and good bank location with friendly and helpful staff.

I was looking for stable income for retirement. Marty and I spoke about a plan to provide that income. He was great about explaining my options and following up with me t ... more

I have been working with Kennedy for about 6 months now, and I am so so thankful to have gotten to work with her. She always shows me my best financial options for a happ ... more

They misrepresented themselves and what they would do for me. First, they failed to tell me that they could do nothing for my federal loans Then they charged me over $500 ... more

Mark Morales is great he went above and beyond to make sure my distribution was done correctly and as soon as possible. Mark goes above and beyond for his clients and I ... more

Ed is amazing at what he does! Not only did he move quickly with my loan process, but he had the most competitive rate Ive seen. Ed was very professional and patient with ... more

Just an awful experience every time. The employees are not at fault. They do the best they can. But when the bank gives them zero training or authority and the bank's exe ... more

Basically cant help with anything except get cash. They also dont answer the phone for appointments. Overall a disappointment every time.