Thousand Oaks, CA Financial Services

Always a pleasure to work with Leo. Will go back for any future car buy/sell service.

After working with an investment person with whom I had little conversation over the years, I was referred to Sarah Reznick by a friend. From our very first meeting I fel ... more

Buen servicio

Haley is the Master of all your Benefits and HR needs. Whenever I have questions about Group Insurance, she is the only one I call. Thank you for all your help. You're a ... more

Jason and Dave solved my tax situation . I owed over 50k and paid Dave a retainer and he had my issue solved in a matter of months . Best of the best

Jason Corey of Jacobs and Jacobs in Thousand Oaks, California, has been the CPA responsible for my business and personal taxes for many years. He and the firm always exce ... more

James Shipe did an amazing job in helping me with my financial planning. He took the time to explain the technicalities of the market to help me improve my savings and in ... more

Positive: Professionalism, Quality, Responsiveness, Value

The Thousand Oaks branch personnel are simply put, beyond awesome!

No problems at all.

Ive had Elad as my financial advisor over 15 years and consider him also a good friend. He has managed my portfolio in some very tough times. His extensive knowledge of ... more

I have complete trust in Stuart Laba. In the nearly 20 years I have had my investments with his firm, he has consistently communicated every financial move with me, takin ... more

Mr. Pritipal Bhinder is a very trustworthy, knowledgable, and very professional advisor. I highly recommend him even if you are so conservative like myself. I did a lot ... more

We've had the pleasure of working with Garry A. Jones & Associates for the past few years, and it's been a delight. Their team is highly competent, responsive and friendl ... more

Betsy was amazing. Very professional, knowledgeable, and just all around awesome. I came in expecting the worst for this tax season and came out with a much better result ... more

My initial experience with the Thousand Oaks branch and Adriana, the Assistant Branch Manager was awesome. She has great customer focus and was extremely helpful!

The well fargo is it rip off bank

Wells Fargo is my favorite bank! I have banked with them for years and always had positive experiences.

Kushal Shaw has been an effective and knowledgeable advisor. He provides excellent ideas for investments and I enjoy working with him. I truly feel like we manage my ac ... more

Roger Sterneck

Big thank you to Wassim at this H&R Block location. Just filed taxes with them and were in an out within an hour. Such an easy process and the cost is very reasonable. He ... more

Always a pleasure to work with Elah. It is clear shes an expert in her field as she will help you strategize anything from structuring your entities, to internal operatio ... more

Kevin Cvitanov provided me with great customer service. He was patient, informative, and kind. He took the time to explain everything to me so that I would fully understa ... more

5 people in line with one teller .. do I need to say more ? POOR SERVICE PEOPLE

Very rude staff and lazy manager I asked them nicely if its possible to Waive my overdraft fees and then he said You need to make an appointment for that, Unbelievable, I ... more

The tellers have a very bad attitude. The manager was way worse. The teller helping me was an older woman that didn't seem to know how to work a computer and seemed frust ... more

Professional, friendly staff, nice location.

I have been banking at this particular branch for more than 10 years and until today I have always had great things to say about it. when I went to park I heard this lou ... more

Total disrespect for customers and their time. It was scheduled for 11 a.m. We had a preliminary phone call, I confirmed everything. As a result, I sit in the lobby and w ... more

David has been a breath of fresh air to my wife, Batya and I. He is there when you need him, tells you about tax opportunities, makes things uncomplicated, and has a fri ... more

Jeff was very through with explaining our tax questions. Very easy to understand and we left knowing that we went to the right person to do our taxes. Next Jeff will be ... more

To bad is the only well fargo open in the area on saturday