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“Anchor with Thomas Taylor as my rep has been a great experience. I have done over 100 flips and Anchore did the financing on those properties. They are very professional and great to work with.”
“It’s rare to find a mortgage professional who truly gets it—someone who understands what it means to stay aligned and deliver exceptional service from start to finish. Regional Sales Director Jonah Belgrini of Velocity Mortgage Capital exceeded every expectation, responding to every email, call, and text with incredible speed and consistency. His level of availability is virtually unheard of in this industry.
Hats off to you and your entire team for making the process so seamless. You’ve made it easy—and a pleasure—to send all of my loans your way. I truly appreciate your attention to detail, commitment to service, and the professionalism you bring to everything you do.”
8:30AM - 4:30PM
2945 Townsgate Rd STE 200, Thousand Oaks
Investing
“I have made several purchases from United Gold Direct and have been very happy with their service and their professionalism. Would definitely refer this company.”
8:30AM - 5PM
920 Hampshire Rd Suite A2, Westlake Village
Investing
“We have been using Fischer Investments for more than 5 years and we are extremely pleased. Ted and his staff have done a great job helping us with our budgets and financial planning, as well as managing some of our investment portfolios. We recommend them full heartedly. Ted is a great guy and actually fun to work with.”
“We have been members of Logix Credit Union for more than 10 years. The staff is friendly, patient, courteous, and professional. The after-hours services are easy to reach and always helpful. We have been protected by our bank from several hacking attempts, and we regularly use the credit card rewards, which offer generous reimbursements.
Our last visit to the local branch was especially surprising and pleasant when our child received a stuffed robot, the symbol of the bank. The lollipops and treats are hard to resist! We also love how our local branch donates to public schools and actively participates in the community to offer support. Every visit to the branch is a very positive experience, and our local branch truly feels like an extension of our family.”
“Not your average wealth management company. A very personalized down-to-earth experience makes all this a lot easier. They really do think about your wellbeing first, and don't have the legacy business model that drives me crazy! Thank you WPWM!”
9AM - 5PM
1855 Cochran St #108, Simi Valley
Investing
“For the first time I go on that Bank is the working team they had ! Every one are very friendly, so kind and great service!
Thank you to Allison, Victor; and all team for the good service. Thank you Manager Mr Ben for the frat team you had ! 👍 💯”
“Love the location, love the people. Have several accounts here. Hours are excellent; easy parking. Always greeted with smiling faces. Diana Galvez, the Branch Relationship Manager, has been incredible with helping me with a small, technical issue that no one else could seem to solve. And I'll usually go straight to Melisa at the teller window for my transactions. The best! And be sure to snag one of the lollipops at the reception desk on your way out!”
“The best staff I ever see in any bank I went to refinanced my car Michael Flores helped me out within seconds he took time to find out all possible ways to get the lowest interest for me. I recommend anyone to go for banking is to get a check to Logix you will never look for other”
7:30 AM - 5:00 PM
2629 Townsgate Rd Suite 135, Westlake Village
Investing
“Chris Hardt has done a spectacular job successfully managing my portfolio, especially through these recent chaotic times. His office staff is wonderful and very responsive. Nadia, who is a financial advisor working with Chris in this office, is warm, professional and knowledgeable. She took the time to connect with my son, who is on the spectrum, and engage him in becoming interested in his portfolio and making decisions around it. I was very impressed and grateful.”
“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 fully understand my options. Scheduling was a nonissue. In person or zoom are both options. I also had a pleasant experience with Nancy Chappell. I would definitely recommend this team.”
“I was helped by a staff member named, Allyse. She was extremely thoughtful and thorough in helping me with a deposit I needed to make. Very happy with the level of service I received.One thing to know, while it seems the available staff to help is limited as you walk into the door, they did make a huge effort at accommodating others in line as it built up so as not to let people feel they were going to wait a long time, such as bringing additional staff out from the back to help.”
“Very knowledgeable. Gave me a real world perspective of business . Very challenging work where problem solving and critical thinking were put to the test. Made a life long friend and mentor I am very grateful for. Overall I'm glad to have had the opportunity to work for this company”
Investing
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“Excellent service! I’m very grateful for the support I received from David and Katherine! They were patient, responsive, and genuinely cared about helping me!! What could have been a stressful process felt easy and straightforward thanks to their guidance and knowledge. I would absolutely work with them again and recommend them to others.”