Best Financial Consultant California: reviews, page 2

2 years ago I wrote a review praising Jim but unfortunately as his success grew so did his ego. Now one is much bigger than the other. Much bigger!...

NEVER have I met a teller as smart and intuitive as Alexis. And I mean never! She's calm, collected, makes sense when she speaks and is kind on top...

I have been very satisfied with my experience at IDA. My financial advisor, Thomas Ohanesain, provides a comprehensive review of my portfolio...

Amazing experience. Ali completely fixed my credit within a few weeks. I never expected such a great result - thank you so much Ali! I was also very...

Scott has been my financial advisor since 2018. He has done an excellent job and I refer him to family and friends every chance I get. He has helped...

Janet, Barbara and their team have been incredibly timely, professional and helpful in what appears to be a very busy branch. Thank you!

Sheilla V.helped me with a customized plan, made me feel secure about my future. I felt comfortable with Sheilla because she is honest, transparent...

Today I have been serviced by Manoushak Kevorkian, to open my account in bank, she is a very nice person, and very helpful! Everything explained...

Jonathan Gutierrez @ Westchester branch by LMU is the best rep for honest banking options for someone who needs information. Peace of mind

Thank you, Ralph Dickinson, for all your expertise and much needed help!

Very professional and willing to help. Appreciate their dedication to the job.

Thanks to Luis and the entire staff of the department for their attitude towards customers!

There is a reason Dr. Budgets has only 5 star reviews. Kai and his team are second to none. He has completely reformed our finances and set us for the...

I needed help figuring out my quarterly estimated taxes and happened to come across Allen Corey’s business card. I’m so glad that I did! He helped me figure...

My ninety-year-old mother-in-law was running out of money and my wife Susan was worried for her. We knew she needed to take out a reverse mortgage but...

Staffs were really helpfull to open new account and please book an appointment early or you have to wait till their availability.

I have always preferred this bank because for me it has been quick to be attended to, clean place, friendly workers, you have to be patient without...

Best accounting team in San Diego! I worked alongside the Paragon team for several years and experienced first hand what a great job they do. From...

I had a great experience with the financial/investment advisor Candelario Topete. I needed to open a Qualified Income Trust (QIT), which is not...

I am an attorney who has assisted clients in obtaining mortgages for over 40 years. Recently I needed a reverse mortgage for a client and was...