Valencia, CA Financial Services

I highly recommend working with Fred Wachtel of Prosperitas. He is professional, trustworthy, and incredibly smart when it comes to managing your portfolio. He "eats his ... more

Kevoni Hayranian young highly respectful knowledgeable attention to detail to what's needed Armenian gentleman GREAT human interaction impeccable work ethics. I recommend ... more

EP Wealth is amazing! Enjoyable to work with and provides great financial advice that works for me.

I am so very pleased with CaMu . Mary Mikhail and Dr Mikhail are very professional and thorough in every part of the process of creating my trust and assisting in my weal ... more

Jeff Winger provides excellent tax services. I use him for my business and residence tax services.

Nice costomer service friendly

To say that Diana Reyes is an outstanding financial advisor would be an understatement. When my husband and I first met with her in 2010 at Edward Jones, we were immediat ... more

A ReviewVirginia proved to be an exceptional representative in addressing my credit issues. Amidst the daunting challenge of overwhelming credit card debt, her assistance ... more

Had an amazing experience! Archana was so extremely helpful. She was very patient with all my questions and concerns. Highly recommend her!!

After straightening out my tax issues quickly and affordably, they do my yearly taxes now!! Great staff, owner is knowledgeable, would highly recommend for your tax need ... more

Been using professional tax services for years. They have always done a very professional job for filing taxes and providing legal deductions. Very happy with their servi ... more

Terrible branch. Went to get my card printed, guy said he couldnt do it, shrugged off most of my questions, same day went to Beverly Hills branch and they did it no probl ... more

Luxury Bath did an amazing job on remodeling my bathroom!!! They took it from 1970 to 2021 and did a complete upgrade in 1 day! The installers did a great job from beginn ... more

Called this guy, Dean Theodore, for a handful of general repairs to the home I'm prepping for sale. He came over and gave me quotes, and said he could start Friday 9/10. ... more

Horrible customer service specially from personal bankers. Apparently telling a client they have to leave in an hour for an appointment is professional. Wells must not be ... more

Been a member since 2015

Waited in line behind 25 people with only 3 tellers working on a Saturday morning. Manager says its always like this, and yet doesnt have enough staff to handle the amoun ... more

Very attentive to the client. Fast service

Arpi is the most unprofessional teller and should look for a different role non customer facing . She refused to look up account information and when I asked for another ... more

Always pleasent, helpful, great sense of humor, courteous, always greet you with a smile

EP Wealth is amazing! Enjoyable to work with and provides great financial advice that works for me.

I promised myself not to come back here after I went to deposit some checks a few years ago and the manager told me I couldnt because I wasnt a client from that branch. Y ... more

The team of Dynamic Legal Recovery was the best, I have ever experienced in collection. As an independent business consultant, I was owed accumulated compensation by my ... more

Incredibly arrogant. There are plenty of advisors in the area. Don't waste your time here.

Melanie Meyer, Casey Klein and the rest of the team exercise utmost for professionalism thoroughness and an extreme care for their clients. They are always looking for w ... more

well I came here to open an account and I actually got two with better incentives that I originally was expecting to have so I was.and am very satisfied with logic and re ... more

I have used Martin and company for all My personal and business needs for over 10 years and they always provide excellent services with incredible insight for any upcomin ... more

Dan is absolutely amazing! The home buying process can be stressful and overwhelming. Not with Dan. He is with you every step of the way as well as the times in between. ... more

Duben and Associates has served our family for about 10 years, showing efficiency, thorough attention to detail and we appreciate doing business with them. Especially M ... more