Palm Desert, CA Financial Services

The staff was friendly but they refused to help and gave me an 800 number instead. Customer service at its worse.

Out of all the years I’ve done taxes I have never come across a group that is patient takes the time to explain everything so that you truly understand and cares about ... more

Sterling is very knowledgeable and easy to work with.

I have worked with Cathy for decades . Shes seen me through good and bad times . She always makes time for me . Calls and e-mails returned in a timely fashion. But more i ... more

Bidi is simply the best

Horrible Costumer service they are unfair , don’t know rules and regulations. What is A world with no rules , it will be destruction to mankind. And don’t tell me you ... more

We had the pleasure working with Bidi Gonazalez and she was amazing! She makes sure everything is done properly and in time. Our loan approval went smooth this tome aroun ... more

Our trust experience started with a dishonest estate lawyer who drew documents that allowed one trustee to sell properties without the co-trustee’s knowledge or permiss ... more

Thank you Greg!

Phone calling didn't pickup directly just transfer to 1800 have too waisted times!!

Dylan has been very helpful during this process every year. I appreciate all the help he has given me these past few years. He is willing to answer any question I have. T ... more

Danielle Rivelli, with United Capital Source, assisted me with a business loan. She was quite helpful and knowledgable. She responded promptly to my emails, and was eas ... more

She was very informative.

I'm looking for my account

I'm not sure if she'll see this, but Debbie from the online banking department helped me set up my Google pay when I was stuck, and in a timely manner. Thank you!

I have lived at nearby Sun City Palm Desert for six months. I'm a long-time Chase customer with multiple bank and investment accounts. Twice I've had banking questions ... more

I would recommend this group to those looking for leaders in the wealth management industry. Their daily updates keep you well informed. Great family office!

Great experience with them

Easy location & feel safe using

Have worked with Bruce on a number of projects over the last 5+ years.

Michelle has helped my small business and personal finances get on the right track. We recommend Michelle and her company as a great source of financial knowledge and ret ... more

The worst customer service!!

I can't think of any gas station in my entire life that is at best, 50% functional on any given day. JFC sell it.

Rocky 's Shop is a good place to get loan. Ken is never change very smart, professional and nice. Doing a good job and understand peoples. Alex too very nice always same ... more

Diana Valdez provides great customer service at this branch. No reason to call customer service, this branch resolves issues and get thing done! I high recommend this bra ... more

Kelli Cox is smart and effective in the work management. She has incredible instincts. I trust this firm implicitly.

Bidi is simply the best

This is the worst Arco/ampm I have ever been to. They were the closest gas station to where I was working and attempted to get gas there on two different occasions. There ... more

Another garbage Wells Fargo by branch. Long lines and garbage service

Efficient and friendly staff

they cancelled my appt after i called in to confirm the appt. made 2 mistakes on my filing.

Best to drop in. Phone system like all automated ones. If a BMO customer from Canada go online. Exhalent service at branch. Got all set up just like being at home for ban ... more

I recommend this place they help you with all your taxes needs also they do notary etc.Very proffessional and fair on the cost Thank you for explaining everything i need ... more

Im so happy to say I completed my 2023 taxes with the best of the best! Thank you Infinity Tax Service for helping me complete everything. Tashara was such a pleasure I w ... more

WILLIAM ROBERT IBM CODE FOR AMERICA NUCLEAR SUBMARINES OUR MISSILE AND OUR SILO. KEEP YOUR NAME FIRST REPUBLIC BANK. I WAS A REPUBLICAN PARTY FOR 49.YEARS. I BECAME A FED ... more

Teller was very rude and unhelpful.

Excellent service from Nancy, she helped me with all my questions and helped me refinance my loan with a lower interest

ATM is not working

I've been with Chase bank for a few years now and any and every time I've need to take care of a situation with my account the service was phenomenal each and every time. ... more

I lost my credit card at home. The tellers cannot look up the account for me to make a payment on it no matter how much ID or SS# you have. They will not take cash paym ... more