Westlake Village, CA Financial Services

Gary did an amazing job bringing the loan to the finish line. Not all loans are easy and Gary was creative and fast acting to get this deal done. I highly recommend Gary!

I recently meet with Scott Wilcox in attempt to begin investing in my future. Considering, that I am a first timer in investments I had many questions and concerns. Scott ... more

Positive: Professionalism, Responsiveness

The manager in this bank (Mike) is The worst Ive never dealt with anybody did have such an attitude and Im a private client shame on him

Joel’s team is MY team. They have good ideas and a full range of products, but the best part is they helped my hubby and me get through the tedious follow-through to pu ... more

Ive been banking with them since they were One West and have struggled with their poor online portal. Maybe thats better now that it is changed to First Citizens. However ... more

The worst financial institution I have ever used. Funds have been in their possession for 10+ years in their recommended mutual funds making less than 1%. Their online po ... more

Our family has been working with Chris for years. Needless to say, we're beyond pleased and highly recommend him. Chris has helped our familiy establish and maintain a nu ... more

This review is based on a long -term banking relationship with CNB, though not often at the Westlake Village branch.  Most recently, and for the last ten years, have had ... more

I recently started working with Thomas for my familys retirement planning and the experience has been fantastic. You can tell he genuinely cares about our financial futur ... more

Outstanding personalized service. Been very satisfied customer for 29 years.

This location is generally better than most other Chase branches. More than products its people like Azin (professional, considerate, helpful) that keep me with Chase.

This team has taken good care of my parents portfolio through the years and now mine.

Rick takes a genuine interest in meeting your financial goals. He is very knowledgeable and patient. Rick takes your financial outlook seriously.

Amodio Wealth Advisors continues to provide our family with peace of mind knowing that a professional, empathetic, and knowledgeable team supports our financial goals.

I came in on Saturday 15 minutes before the bank closed at 2 PM. I needed to have a notary form done as well as wanted to fill out a form to assign a beneficiary on multi ... more

My name is Robert Gonzales and I wanted to take a moment to personally thank David brodsky for being the kind of person that takes the time to make you feel comfortable a ... more

Alli, Mitzi and their team worked tirelessly to get us an incredible rate and make sure our refinance went smoothly. They were always available to answer our many many qu ... more

I went to the bank today because someone sent me money by Zelle by mistake. They blocked my account . The man took care of me so SUCK . I feel like he is RACIST . His nam ... more

Cynthia is a great help, she is very knowledgeable and nice. Excellent customer service.

The worst financial institution I have ever used. Funds have been in their possession for 10+ years in their recommended mutual funds making less than 1%. Their online po ... more

The worst financial institution I have ever used. Funds have been in their possession for 10+ years in their recommended mutual funds making less than 1%. Their online po ... more

Omg always so nice and helpful, get everything done in a single visit even without an appointment! Worked with Miriam today who is an angel. Best choice I could have made ... more