Best Financial Consultant California: reviews, page 4

Aaron is a great financial advisor. He helped us plan and reach our goals to prepare for retirement. He explains everything clearly and answers any questions...

Gayre explained everything to me about life insurance. She is a very attentive person, always available to answer my questions. I highly recommend...

Stifel has been serving my family for 20+ years. Wade Mitchell is an amazingly easy person to work with. He has never let us down. Julia, his support...

I don’t normally do reviews but I believe this company deserves more than 2 stars. These guys helped make this as easy as possible. I couldn’t find...

Edward Jones is a full-service broker. But they do not have to follow the standards of a fiduciary. This is important if you want advice on investing...

Was never happy from day one. They kept raising my rates and made it sound like their job was so difficult to file few documents at the end of each...

Very unprofessional and lied about what she was sending to have signed. Then taunted that it was too late and my children’s settlements are completely RUINED...

Obviously this branch is terrible and my one start review will only prove this branch and branch manager Mena needs additional training on customer...

Poor customer service especially with prospective candidates.

Worst branch in usa. They dont pick up their phone. They are not even open most of the time. Terrible.

Very poor customer service and lack of work knowledge and professionalism. When I tried to cash a check, the female manager called the person who...

I need to wire transfer funds for closing while traveling. For some reason, I could not complete the wire transfer online and had to do it in person...

No service for customer, waiting for nothing, I am only 1 customer in office, but they told me 25min without service.very bad customer service at this location...

The locations are awful. The phone staff is laughably unhelpful. I wanted to pay my loan off early, and the lady I spoke with told me I couldn’t do that...

Never go to this branch as the branch manager is extremely unhelpful and uncooperative. I tried to cash an insurance check through them bc that's the...

Thank you Jasmine for helping me better understand the status of my loans and taking the initiative to create assurance for my confusions. You are...

Not sure the low reviews but my visit was good. Went to get a stack of $1 bills for a gift. Everything was professional and quick.

Long long lines. Always. It's quite odd how Bank Of America finds a way to make their bank feel like a government aid office. Unbelievably bad...

Spoke to 4 people today who all hung up. Very rude. I believe someone at this organization stole my information. Staff will disconnect on you refuse...