Laguna Beach, CA Financial Services

Bank or atm is gone. There are no chase banks in laguna beach.  Even the one near monarch resort is closed. Have to go to dana point or Cristal cove near Del Mar. It' ... more

Luke was excellent

Extremely unprofessional. Saw Jack a year ago and decided to hold off. Had a new appointment, drove all the way there to be told no longer accepting new clients since I ... more

EXCELLENT SERVICE *****

I have not been able to use Accu Finances yet due to funding. I do like the Blogs that they send out informing potential customers of topics that may be helpful.

some money that was owed to me that I didn’t know about. She help educate me on the process and time frame to recover what was owed to me. I’m very happy with the ser ... more

Maggie is not only a very smart and effective financial advisor, she's great at educating along the way. I always feel like I'm in the know with my finances when ... more

Everything was excellent

Ryan is the best in the game! So thorough and will move mountains when it comes to helping you. Thank you again Ryan for all your help with us getting our first home. Muc ... more

Amazing professional. Dedicated, helpful, compassionate and experienced.

They were friendly, gave good service, price was fair. The receptionist served me tea.

I have been working with Hannah since 2019 as our lender for our real estate investing and development company and it has been an absolute pleasure having Hannah on our s ... more

Exceptional CPA service! From tax filings to financial planning, they provide expert guidance with professionalism and efficiency. Highly recommend!

My husband and I became clients of KNR Consulting, over ten years ago. We attended many financial seminars and interviewed numerous Finanacial Consultants, before finall ... more

It's easy to save up change, I always bring it here and cash out every 6 months

WF is still continuing unethical practices. Robbed me of a good amount of interest because they hold your money for two weeks before applying any promotional interest rat ... more

We just purchased a car from this dealership. We have purchased from them before and have always had the very best customer attention and service. We work with Kosta Spec ... more

Kevin did an excellent job explaining & guiding me through the ins & outs of the tax process. Would highly recommend him to anyone who needs their taxes done properly.

I needed a repair while vacationing. I pulled in and asked if they could run the computer diagnostic. Rafael did it right away, found the problem and had us back on the r ... more

Re: Ruben Gutierrez (Personal Banker)We had a particular problem that was quite complicated for us to attempt to resolve. We went down to the local Wells Fargo branch to ... more

Trusted Financial Advisors and we have been together for about fourteen years. During that time they have proven themselves dependable, trustworthy, knowledgeable and ava ... more

Gary and his incredible staff have always provided me with excellent service at a fair price. They listen and are attentive to my needs and are quick to respond. My uniqu ... more

Had a great experience with Ocean West Business Lending. I was impressed with the level of professionalism and expertise exhibited by this loan agency. They were committe ... more

Andre Julian is truly one a kind! He cares about his clients and will do anything to ensure their financial success and assist in all of their financial needs. He is ho ... more

(Translated by Google) Great MBZ Sprinter from dealer (Original) Great MBZ Sprinter van dealer

Truly, abusive and useless bank, they are truly ineffective and know as how to avoid a customer, they love rest and get pay.

I had a complicated tax return to handle this year and turned the job over to John. He couldn't have been more helpful and worked with my financial advisor to get it ... more

This tax service is awesome. They are responsive and efficient. Most impressive is their availability to respond to any questions you may have. The turnaround time bet ... more

Absolute Best Company to work with. Cortez and Kristen were absolutely amazing and both spent countless hours working on my loan. Thank you guys, you are the best!!!!! ... more

Great service and very intelligent financial advisors. Definitely would recommend.