Manhattan Beach, CA Financial Services

Brenda was extremely professional & her help really made it comprehensive for me

Convenient location. Chase Banks are everywhere.

I’ve had my retirement funds with Roger since the 90’s and thanks to his counsel, I was able to pay off my debts, buy a house, and now with my husband, we are growing ... more

This is not a good bank for seniors and savers. I have no regard for a bank who offers almost zero interest rates on cd and savings instruments. I spoke to the branch ma ... more

Called in to ask a few questions that could be annoying to someone but the woman was extremely helpful and kind.

Good luck trying to get someone on the phone. Customer service is non-existent. Called for days. No one ever answers.

Very rude staff and horrible customer service received from Roderick.

If you need a business banker at Wells, ask for Luis Vasquez! He is a consummate professional, who goes WAY beyond your expectations. Put simply, he takes care of you a ... more

Terrible customer service. Poor Communication. I will gladly bank elsewhere. Please don't bother replying with your useless copy paste response asking me for contact info ... more

There was a messup discovered late in the day so that I landed there 20 minutes before closing. They stayed almost an hour to fix things.

Nicest employees ever

I would stay away from this location. They dont honor appointment times for new accounts you just have to hope that there is someone there that can help.

Very thorough review of accounts, which takes a while, but very necessary to secure and protect investments. Wasted no time in between customers, Esther is very professio ... more

Visited this branch today and Kevin answered all my questions and helped me through a complicated transaction. Great customer service

Very customer oriented bank.

Made a reservation to create a new checking account and was assisted by the lovely Colleen. She was very helpful throughout the entire process with providing answers to a ... more

Jerry was very helpful in assisting me with the eForm 2290. I appreciate his patience and willingness to answer my questions. Jerry went above and beyond with his assis ... more

I contacted Sylvia at MTA after my long time tax preparer was MIA and she was so helpful and ready to help. She explained what possible next steps we could take and did i ... more

High end banking with very personilized service and no lines. If you have money and want that type of service....prefect bank. You call and a person picks up.

Very professional

Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues ... more

True professional! Your lucky to have found them

Melissa Cooper was great keeping me post every step till funding process was complete. Great person great team Merchant Source you go to guys for quick funding.

Dana and Jamie have been extremely helpful. I came to them many years ago with a mess of taxes from doing them myself. They can give you some great tips on how to organiz ... more

Miguel and his team have helped me and my business! They have not only helped me with my bookkeeping and tax planning but they have helped me with business strategy and b ... more

Set it and forget it, they do the work for you and I've been pleased with the results so far. Going through this process takes a long time though so just manage that expe ... more

Have been with Bob for almost a decade. He is clever and creative and informed. I cannot think of three more important qualities in a CPA. He does both my personal and m ... more

Sandra is very knowledgeable and straight-forward. Her team is very efficient and has helped with our personal and business taxes for many years. I highly recommend Stewa ... more

Premier is amazing, they are incredibly courteous and knowledgeable. Throughout their entire process, we felt that we were in good hands. They were always easy to deal wi ... more

This is the BEST place to go to!!!!!!! Everyone come here!!!!

Absolutely the best in the business. Uyen does not disappoint. I was very skeptical about getting life insurance, but she made it a no brainer of a decision. In the cours ... more

We've had a successful investing relationship with Gary and the Break of day team and would encourage potential investors to take a close look at Break of Day opportuniti ... more

Great guy, knows his stuff, super easy to talk to and proficient. Already recommended him to a few friends. I would definitely recommend.

Leland is a reliable and trustworthy tax preparer. We have been dealing with Leland since 2001. Nothing but good things to say about him.