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9:00 AM - 12:00 PM
6090 Ball Rd, Buena Park
Investing
“I was referred here by my real estate agent by the name of Jonathan. He told me to go to his accountant named Tony. My husband and I have been coming to Tony for the past 2 years! He was great! This year, he is booked, and we could only get remote appointments. I'm disappointed.... they said his partner Garett Jones is available for a meet. I've done a whole research on him... including yelp reviews... so far, my investigation is complete, and we have decided to go for it! He seems legit and has nothing but good 5 star reviews amongst the people. I'm hoping that he is as great as Tony, if not BETTER... I'll be updating here after our appointment.”
“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”
11AM - 3PM
4474 W Cerritos Ave, Los Alamitos
Investing
“Jobel has been doing my taxes for seventeen years now. I met him at a time my life was a little turbulent, and sorting through taxes after having a child was new to me. A scary process that he simplified for me.Over the years, Jobel has delivered excellent service when I filed my taxes with him. From what I understand, he left H & R Block to go solo for a bit, and I've seen him in more recent years with the Williams Tax & Financial Services group. His growth with them made it an easy decision for me to have him handle a little retirement money I had with my former company.Jobel is communicative, and I never have to wait long for any important information to get through to me from him. Even now that I live in Seattle, Washington, I still I prefer to work with him. He is one hundred percent trust worthy and I highly recommend him for any tax and financial services.”
“After handling my investments for more than 20 years, I decided to entrust my portfolios to Lighthouse Financial Services thinking Mike Verity would be better able to manage my financial matters as the ecomomy became unpredictable and I was aging.It's been almost 5 years of a good working relationship with the entire staff at Lighthouse. Phone calls are promptly answered and requests taken care of without holding and being rerouted automatiacally. Everyone is cooperative, helpful to the nth degree, and patiently explain the situation.Emails are answered quickly, no matter how serious or trivial the queston.I've been a happy client and feel LFS shares my many concerns, which is a huge relief to me in my retirement years. I feel I was lucky to have chosen LFS as my financial advisors.pat”
“Absolutely highly recommend Emma. She is thorough. She explains everything very well and works with you to accomplish your goals while also ensuring you are set in the event of an emergency. I appreciate and value her guidance so much.”
“Logan is very knowledgeable and helped me open an account.It's good to see financial advisors and services that you can actually trust.Thanks again Logan and keep up the good work!”
“I've never written a review about a bank before - I suppose I should have as I've been with some really crappy banks in the past (and I'm talking about the big guys).We came to City National because the bank we were using at the time apparently didn't want our business (it's a long story and I won't bore anyone with it). I did a huge amount of research and happened upon City National as they are a bank that deals with and understands the entertainment industry. This industry has its quirks and oddities that most banks just don't understand. After a phone conference, we decided to open our new business and personal accounts with City. Let me say, it was definitely the right choice.Jessie, Josie, Kassandra and Pedro have all been absolutely a joy to work with. They go above and beyond when we need their help. They always greet everyone with a smile. Here is a brief little story about why this team is amazing:Several years ago I needed to send a wire but I was out of the country. Jessie was also out of the country but when he found out that I was inquiring about sending a wire while I was out of the country, he literally called me directly to make sure that I was well. He was afraid that I might have been kidnapped! Mind you, he was on holiday himself and took the time to call me. He even had Josie try to reach me as well. I don't know about you, but to me, that is the very definition of amazing service and an amount of caring that one doesn't find with any other financial institution. As a business owner, it is so important to have a team of banking professionals that are responsive to one's needs and this is definitely the team!!Thank you Team Anaheim - you are the best!!!!”
“I've been part of City National Bank for over 30 years and have always had great experiences with their staff. My contact recently retired and my new rep is even better! Highly recommend working with Polly Laberge at this branch. She's very helpful and responsive to any and all my concerns.”
“We have been associated with Chatterton and Associates since 2016 when we had utilized their services to revise our Living Trust with Attorney Holly Nabiey. In 2019 we moved our investments over under Certified Financial Planner Eric Oh. Eric schedules regular meeting with us to go over the status of our investments and we have been very happy how they are being handled. The staff is also very receptive and helpful whenever we have to the need to contact them or get questions answered. Chatterton also has informative events several times a year when I always try to take advantage of. I highly recommend this company for your Wealth and Estate Planning needs!”
“The employees of this bank are amazing to me. Every time I come here they treat me with the utmost respect, always very kind and they asked me how my day is going. I never have problems cashing my checks with this branch. Maria, Hillary and Mina thank you for being so sweet and kind to me.”
“We came to transfer another account to Schwab. The lady who greeted us was friendly and helpful and knowledgeable . Lots of parking next to the building. Comfortable chairs in the lobby. No wait.”
9:00 AM - 12:00 PM
19708 Colima Rd, Rowland Heights
Investing
“***This review is for ATM use only*** I was in the Rowland Heights area yesterday evening. I needed to make some deposits at Wells Fargo Bank (WFB). There were 3 ATMs right outside in front of the bank. Very well lit which is great. Thank you WFB! It was late in the evening so I was constantly looking around to ensure nobody was lingering besides the people who are using the ATMs LOL. Surprisingly, while I was here making multiple deposits, there were at least 4 other customers who came by to use the ATM as well. Luckily, they came at different times so there wasn't a line. I normally don't visit the ATM at night... this occasion was indeed an exception! Happy Late Night Banking!”
9:00 AM - 12:00 PM
9323 Firestone Blvd, Downey
Investing
“I went with my grandparents to this bank, and KEVIN QUINTANILLA was very helpful and very kind with them. We don't have an appointment and he help them I was very happy because in this days is very difficult find people like him THANK YOU for you help. God bless you.”
9:00 AM - 12:00 PM
7202 GREENLEAF AVE , WHITTIER
Investing
“Thanks to Ana I was able to get in and get out with all the information I needed. She's an asset anywhere she works. I asked for multiple things and she didn't once say I can't do that, she always said let's see how we can do.”
9:00 AM - 12:00 PM
17037 Bellflower Blvd, Bellflower
Investing
“I have had consistently great service here. The lines are usually short and/or fast in the mornings. The tellers are courteous and helpful.I love that I can do mobile deposits via my cell phone and set up all the services I need on their website. I only wish I could use my cash-back balance. It has been sitting here for 5 years or more! There's no way to use such a small amount ($28.00).”
9:00 AM - 12:00 PM
8345 Firestone Blvd, Downey
Investing
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Investing
“Wells Fargo on ball and valley view. Bank is a great location. Plenty of parking space. Huge bank. ATM are clean and working. Staff is friendly and helpful. The line went by fast. Tellers were super on point. Place is really quiet. I almost feel asleep lol. Go place to do banking”