Best Financial Planner California: reviews

This was the best experience I've ever had with a finance company. Our loan officer, Syed Ibrahim should be awarded for the overall expertise by which...

Never ever had an issue. When you call, they pick up the phone, or leave a message they call you back. Never had an ounce of worry about any...

Greg and team do a great job i’m keeping me on track with honest, informative and straight-talk advice!

Professional and efficient. They explained everything very clearly. We were happy with our experience.

Wow! Fantastic people with a fantastic process to help you with your financial goals. We are a few months into our relationship and my wife and I are...

Anahita is the model of Professionalism, Service, Care, Smile and Standard of Excellence that all should aspire to be.

They were really helpful when we were getting our healthcare non-profit up and running. After all it had to be healthy itself before it could be of any...

I had an exceptional experience yesterday with Candy, who greeted me at the door, ensured I was able to complete opening an account and operating the...

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...

Cerda Munoz has been the jewel of my financial world for the last 10 years, the staff is very welcoming and professional. From the start Gilbert has...

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

Very helpful, takes the time to keep me informed on ways to help me save and make more money. Is always available whenever I need to talk.

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

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...

Thank you Christa for your outstanding quality of service and great smile. I truly and highly recommend Financial Partners CU.

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

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

I can't say enough about the outstanding financial guidance I've received from Tim at Seawise Financial. Working with his expertise has...

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...

Matt and Adam are always willing to schedule a meeting on short notice, and answer questions or make any changes I request…