Laguna Hills, CA Investments

Eric and now Brady AND the entire team have helped me so much! I really appreciate their patient way of helping me understand and execute actions for my financial securit ... more

I had an interview with Kimo Look

I recommend "The Financial Coaching Group" to everyone. Mike and Arlene Stokes have been very helpful to our family to figure out which insurance would fit my wife, child ... more

Great service

It was a good 1 1/2-hour session. Jim slowed down enough and repeated several concepts until I understood his points. Most likely I'll have to follow up with a few phon ... more

I recommend Quick Accounting Solution.

Very very impressed with this company and specially with Shelby Cooper. If you qualify and are diligent, get ready because you will get financing!!!!

Where do I even beginJorge was simply amazing!! He did a wonderful job of educating me so that I select the mortgage loan that was conducive to my purchasing goals. Jorge ... more

I've been with this bank for about 3 years and I really appreciate the helpful service they offer. They are extremely friendly and will help you with any question or prob ... more

Only one bank Teller

They rarely return calls.

Blair Applegate is a financial services professional with a breadth of historical and current insight. Speaking with Blair recently over the phone, he was very generous s ... more

I have worked with Mandy from Strada Capital for a couple of years now. She is very knowledgeable, organized, easy to work with, and professional. It is always a pleasure ... more

Super happy now that advisor Greg Ramirez is managing my portfolio! Four years ago (pre-pandemic) I was investing on my own doing very well. I kept listening to Gregs ra ... more

Nice

Coming with no appointment for changing address on my account. Was waiting 20 minutes and 3 person coming after me got served but not me. That person didnt have any appoi ... more

Troy invited us to his dinner presentation. I confirmed the reservation the day before for 2, and was told yes, we are confirmed. I went to the presentation, and at the ... more

This review is for Bank of America, not this branch. Wells Fargo took a little over an hour to do the exact same thing that Bank of America says will take 3 weeks!! No no ... more

Helpful agents and manager. I walked in and Ms. Moghadam helped me with my inquiry.

They just reopened the office and they are really nice and helpful.. special thanks to Kelly and Jennifer

Went to Union Bank to re-invest a time deposit and check on 1099's. Arrived at 10:30 this morning. They were busy so the nice Assistant Manager, Julie suggested that we c ... more

This bank has a notice on their doors saying temporarily closed due to matters beyond their control, went here on 7th April 2022. The least they could do is update on the ... more

Let's hope this thief left town or the country. Have you ever heard of Bernie Madoff... Stay clear of his entire family.