Ojai, CA Financial Services

Dustin is the easiest person to talk to about what your financial goals are and how to realistically reach them. He makes you feel comfortable with where and how you end ... more

I always feel like Mike has all the time in the world to help and meet with us! With over 25 years of experience, Mike answered all our questions and gave us sound advice ... more

Been with Jeff and his staff for decades and have nothing but great things to say about the personal service given. Would not have been able to retire comfortably with ou ... more

Always a great experience year after year, Wendy and the team at the Ojai location make me feel like family!

We have worked with Jenae for about a year now to help get our books in order for a new e-commerce business. She is wonderful to work with and has been a huge help in get ... more

Horrible! If I could give it zero stars I would. I ran perfectly fine and reliable paystubs and bank statements through this website and it flagged it. Should not be trus ... more

Was unlocked in open hours and no one was in there

It is nearly impossible to get someone to help you open an account. I have been trying for weeks. Only one of their bankers will set appointments. No idea what is up with ... more

Strongly do not recommend. My mother used them for years, but since she passed away we have had nothing but problems. Charged me double what they had in previous years fo ... more

I have been trying to open up a bank account and make an appointment for many months and all the thing I get are excuses

I needed help filing my taxes and Alex was very helpful and reasonably priced. Made filing my taxes quick and easy.

We have used them for 37 years with total satisfaction

Great people work at this bank. The best.

Very professional and knowledgeable ladies! Highly recommend to anyone needing financial planning.

Very unorganized and good luck trying to get a reply when they're working on your taxes. We left them after one year. Lisa seemed good when we could talk to her, but ... more

We have been going to Marie for over 30 years. She is the best.

I went in to ask for a replacement card, I waited for a little bit and when the manager finally asked why I was there I told her. She then told me they dont do that in th ... more

The terrible review on this page was left by a marketing company out of Florida who were trying to sell upgrades to the listing. We weren't interested in their products, ... more

Some beighbirs in the area are pretty damn rude, but the pool and tennis courts are nice, theres also a net there if youd like to crush the rock a bit. Also side note, th ... more

Friendly great place local, warm.

Every gas station is a rest stop and needs a restroom for customers. No restroom for customers here.

Deposited thousands of dollars in atm Christmas Eve; finally got the money two months later. Apparently they didnt have a record of it and it took them this long to figur ... more