Irvine, CA Investment Service

Very trustworthy and amazing support

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

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.

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

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

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

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

No good gift card they propose I redeemed but said used it for another account people don't waste your time and money with this kind of people

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

The customer service line advised me to go to the branch for the simple task of getting a statement printed for me and that no appointment was necessary. When I arrived o ... 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

This is my first 1031 exchange. !031 crowdfunding (ED). made the process so easy. He spent so much time educating me and answering all of my questions. While doing the ... more

I've known Albert & his team for years. They are bright guys who know how to manage a project, and dependable.

Great company at a beautiful and convenient office location

Weve been happy clients with Annette since moving here many years ago. Shes always available to answer questions or concerns. She takes the time to offer suggestions and ... more

Next time I need financing, I'm going to use an endless telemarketer/spam call center instead of my bank? why waste time? please forward a few trunks of non-sequential cu ... more

Good after noon,my name is Pedja,i live in one of yours properties,that you bought recently in Key West,Ocean Walk...me,my wife and three our kids have a living problem d ... more

Great place

Juan Mansilla is the BEST financial advisor EVER!!! He's genuine, authentic, kind and truly wants to help people. He does his job with passion and does it for the rig ... more

I have been with this company since 2004 and am so impressed with their services!!

I have worked with Avi and the rest of his team, and they are truly an outstanding group of professionals. They helped me strategize a plan based on my goals that incorpo ... more

Spam calls 3 times a day for months.