Simi Valley, CA Investments

Kailey is incredibly professional and extremely responsive. We love working with her and her team.

Dakota is amazing. I had some advisors in the past and none of them cared as much as Dakota does about my investments, he looks at as our investments, as if he is investi ... more

Greg Introduced me to Dakota, for this, I thank you : ) He is great :)

I had the opportunity to meet Eric and discuss a financial plan strategy and I was most impressed with his depth of knowledge, integrity and sincere interest in crafting ... more

Went in for a one time simple bank statement copy request that I needed. Workers at this location not friendly and made a big deal out of it. Very strange. 2 stars becaus ... more

Always a huge line every time i come, only ever one or two tellers to assist customers. Always people walking out of line because they understandably dont want to wait tw ... more

Shelley Wells is the consummate professional. She knows everything there is to know about reverse mortgages - because it's in her DNA. Everything wen't exactly how Shelle ... more

Bad customer service

Excellent service and fair prices, I recommend Lux Tax, I am delighted with their services, thank you very much for your excellent work

Transcendent

My friend suggested this company for life insurance and it has been an amazing experience! I was helped by Pedro who was able to educate me on life insurance and get me a ... more

Easy withdrawals at the ATM. Has parking.

Only one teller working the counter when I visited during lunchtime, and she was busy helping one customer for at least 20 minutes as he brought in a large amount of cash ... more

I have used this location a couple of times now to send wires and received great service. It's a small location, so be patient if it's busy. Both times, I received assist ... more

Nice Bank, always clean and staff is always cheery. I'm always greeted when I walk through the doors and have always been well taken care of. I really don't have anythi ... more

I will support anyone choosing a banking system to choose LOGIX! I have been with them through many banking transactions and issues that began very frightening. The cust ... more

Really good experience opening an account/credit card and loan with Premier America! Yolanda Rymer - Personal Banker, is the best; she is kind, fast, knowledgeable. 100% ... more

I called in to inquire how to go about a double charge on my account. Tritia answered my questions with a condescending tone and was completely uninterested in what I was ... more

I will not be using this branch anymore because of the blonde male who works as a teller. He is always rude and passive aggressive.  I went in today to make a large depos ... more

Got referred to Premier America credit union, and Al Flores from the Simi valley ca office attended me very well, and answered all my questions. Al was very professional, ... more

I will never do anything with this company, worst customer service ever stay away bad news, Bob hung up on me. Bob you suck at cold calling !!!!