San Juan Capistrano, CA Financial Planner

Im a small business owner and utilize Prescott Wealth and Tax for wealth management, accounting & payroll. Theyre fully integrated and have a sizable team that is friendl ... more

Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page 401k booklet. I walked away feeling very reassured. Cliff explained every ... more

Wonderful.

High quality financial planning firm.

I just started working with Chad at Schiel Wealth Management this last year, and as a brand new investor have been pleased with the education and understanding that Chad ... more

I just started working with Chad at Schiel Wealth Management this last year, and as a brand new investor have been pleased with the education and understanding that Chad ... more

Highly recommend these guys!

We're VERY happy having our portfolio with FMN. Nick and Joe Cavallo are our planners, and we value and appreciate our relationship. They're very thorough with explaining ... more

Joe is very advanced in his knowledge of merchant processing and online gateways compared to other candidates we interviewed. He was very patient and generous with his t ... more

Excellent work-life balance with top-notch benefits. The management team really seems to care about their employees. You may have to work late/from home sometimes when th ... more

Kevin is extremely good at listening and trying to understand your situation and goals. He is a kind person that never makes you feel rushed or that he is pushing an age ... more

So happy to have Webb Financial Group managing my financial future!

Worst bank ever, managers just looking at the line and not helping cashiers. I cant wait to stop banking there

Arifa is the worst banker

Really odd how understaffed they are. The concierge was very polite, Marcus, however theres a huge need for more bankers and overall availability for their clients to be ... more

No tellers.

I am sending in a review for the interview process, not necessarily their product. I had an interview that I believe went fairly well, and then was completely ghosted fro ... more

Customer service is the best schools 1st is the best credit union second to none.

horrible service! Lazy and unprofessional staff

Received the call from the rep. I answer the phone with my Military rank and last name, just I do with any random call I receive. The rep asked me if I have a security cl ... more

I am not a user of this service but I've got to say when I see Dan on tv waving his arms around and then doing his air accordion impression I don't feel much like ... more

I was nervous having read the previous reviews. I called this morning, they picked up quickly and helped me out with my questions. I usually don't write reviews. Since ... more

Beware!

(Translated by Google) They have nothing professional and no respect for the client (Original) No tienen nada de profesionales y nada de respeto para el cliente

Absolutely unbelievably unprofessional and rude. Will avoid all direct questions. This company is a scam and she will do anything to keep your money. Avoid working with C ... more

I am reporting this company to the Better Business Bureau for not paying invoices.  We did work for them a year ago and we are still trying to get paid.  Plus the owner c ... more