Mission Viejo, CA Financial Services

Reasonable rates

The set up was so easy! Jeff is great to work with and I am saving 1.8% on each transaction:)

This place is awful. Whoever is working today 10/18 just flat out refused to cash my check. NO reason as to why. Isn't that her only job? Stay far away.

Reasonable rates

Shenika is awesome and took great care

Cheaper gas than most places

Good service!

Jason has been helping me manage my assets for almost a decade. He is smart, reliable and trustworthy. With the help of his team, I know that I'll be prepared for ret ... more

Jackie is extremely knowledgeable and educated. After meeting her, she treats you like family, and I know and have all the trust in her as my financial advisor.

I had a rather complex issue that involved setting up a monthly distribution from my IRA and depositing it in a joint account as well as obtaining a written statement cit ... more

Is Good banck

Subject: Formal Complaint Regarding Customer Service Experience Dear [Manager/Supervisor], This place will charge you $0.35 just for using your debit card also the indiv ... more

First Citizens used to be a decent place to bank. Before the move to this current address from just up the street on Crown Valley, the people were kind, friendly, always ... more

The dismissal by letter without a phone call, or explanation is shocking.  I have been with major financial institutions since 1990 (several well known names) and have ne ... more

Store is not open 24, however maybe for gas? Store was closed with no sign at all and I saw no one in.the store. I assume it will be closed all night. It was a little bef ... more

I want to thank julia victoria.the teller in wellsfargo.mission Viejo branch.shes very kindness helpfull.and most important ,she's beautiful.

Most uneducated maneger and inpolite staff. eventho its 1 mile to my place.I go to LakeForest,Tustin,Irvine for not see manegers face to ruin my day.

If I could rate it a 0 stars I would I was on hold for an hour and 18 mins after being transferred around 4 different times, for them to tell me there is nothing they ca ... more

I enjoy using this location out of any other. It's always quiet, and there's always someone ready to help me when I come in.

Always nice staff that are ready to help serve you.

I need paperwork I'm in Arizona the young lady that answers the phone Zena doesn't even know what day I talk to her or what day she worked last Friday somebody better cal ... more

Great customer service!!!

Reasonable rates

Jayson only wanted to push commissioned fidelity products. He lost interest when I wanted to explore other investments.

I visited Chase bank on Marguerite Pkwy, Mission Viejo on Dec 18, 2023. The bank officer called Jacob is very professional, helpful and very kind to the customer. It is a ... more

Great customer service, nicely remodeled BUT not one piece of art that says its a Wells Fargo. My dad worked at Wells Fargo in San Francisco in marketing for over 25 year ... more

Excellent service and knowledge. I feel confident that I've made the right choice using Walton Financial Group for my financial needs.