San Diego, CA Financial Services

This has got to be the most god awful bank i have ever dealt with. Rude comdescending staff. They offer no help or solutions to problems at all. Dont go near this place.

Excellent service! I would recommend to anyone looking for honesty and reliability

Now CFO are definitely experts when it comes to accounting. They are very professional and reliable. I would recommend them to my friends and family.

Took to long to long the process but friendly and helpful

This team has the experience to taylor advice according to individual needs compared to others who merely plug you in to a cookie cutter matrix.

Very bad customer service. Broke down Thanksgiving week. Called Customer service several times, got put on hold for 45 minutes and longer several times could never get a ... more

(Translated by Google) This place is a joke, they have 2 lines, I arrived before 10 people and they all passed before me, even their line signs are very small and I had t ... more

Best of the best expedited release. Thank you very much.

Front desk girl has a terrible attitude. First impressions are everything, wont ever go here.

Wasn't happy at end of settlement

I was scammed in Egypt, purchased jewelry and the merchant fraudulently charged my card after saying that they didn't...contacted Navy Federal and was basically told, ... more

They are helpful, problem solvers, very easy to bank with

The manager he was rude no good

Team Vicki and staffI couldnt tell you who Vicki is, never spoke with her. Very little communication. Worst experience with an Escrow company ever. Sellers agent chose t ... more

Excellent customer service and attention to detail in every respect... I couldn’t be more pleased with how my future is managed.

Jamie has been my financial advisor for 3 years now and I have been incredibly happy with his services. He takes difficult to understand concepts and makes them easy to u ... more

Positive: Professionalism

I was able to receive lower interest rates that have saved me thousands of dollars.

Working with Sean has been a very rewarding experience. He has guided my wife and I when we needed expert advice and has taken our personal needs into consideration in al ... more

So, I recently found myself in need of both an amended return for a previous year and the current years returns so, I called up a friend and asked if he knew a solid “t ... more

This company as a whole is amazing! I got approved for a refi auto loan in less than an hour with fund available that day. I have been dealing with a horrible credit unio ... more

Very thorough, wise, and a heart to always do what is in his client’s best interest. The world needs more Michael Ortiz’s in it.

We first met Justin Peek about 10 years ago. We got to know him through a close friend who had been investing with Justin for some years. Our friend's recommendation ... more

Jennifer Thomas, CPA, was recommended to us by a trusted friend. She was awesome. She gave us solid advice when preparing to sell and buy a home. She also did a great job ... more

They are very friendly and helpful.

Love doing business here. Everyone is so welcoming, friendly, and professional.

Okay once we Klick the caterogarerys of Dollar $ Benefits of Googles like $100 a month just say to your temples it ain't no rental ROYALTYS beats like in the big bangs to ... more

Christopher Kearns is very helpful, knowledgeable and patient.

John has helped my mother with her reverse mortgage needs and has done an excellent job. He is very respectable, kind, takes time to explain procedures and policies, and ... more

My husband and I started working with Joshua about five years ago. He has worked wonders for us. His knowledge and ability to understand us, and our desires is the best o ... more