Investing near Buena Park, CA
30 locations found near Buena Park
View Map9:00 AM - 5:00 PM
6090 Ball Rd, Buena Park
Investing
Investing
“I recently had the pleasure of working with Tony Chan at Crossroads Planning. Tony was quick to respond to my inquiries and was always professional in his communications.I was impressed with Tony's level of expertise and his attention to detail, which ensured that everything went smoothly from start to finish. I would not hesitate to work with Tony again in the future and highly recommend Crossroads Planning to anyone looking for a reliable and professional service. Overall, a great experience!”
9AM - 5PM
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.”
Investing
“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”
8AM - 5PM
7720 Painter Ave Suite A, Whittier
Investing
“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.”
Open 24 hours
13117 Philadelphia St, Whittier
Investing
“Wow, I am lost for words! The level of service and professionalism was beyond my expectations. She was able to help me after hours; when everyone advertises 24/7, she really means 24/7, we needed help at 11:30 pm, it was an emergency, and Natalie was there to help, showed up on time, and was very reasonably priced for the time, more importantly, she helped me take care of my needs. I RECOMMEND her for ALL your financial needs!”
Investing
“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!!!!”
8:30AM - 5PM
2399 Seal Beach Blvd Ste 101, Seal Beach
Investing
“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.”
8:30AM - 5PM
815 E Birch St, Brea
Investing
“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!”
Investing
“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.”
Investing
“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.”
8AM - 5PM
8207 3rd St UNIT 105, Downey
Investing
“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.”
Investing
“I have been a customer of this branch for years and am always impressed by Sharon who is efficient and pleasant. Lately, I have also encountered excellent customer service by Mandy who is very helpful, friendly, efficient and knowledgeable. I am impressed by her patience, thoroughness and attentiveness when helping me with my deposits to have better rates for my accounts. Mandy is a real asset to your banking institution.”
Investing
“I have been a client of Chatterton & Associates for more than 10 years. I have had excellent returns on my investments even in years when the markets have been down. I appreciate the fact that my financial advisor can easily communicate with my tax preparer and that both have all the details of my Trust. They all work together which gives me peace of mind.”
7:30AM - 5PM
135 S State College Blvd Suite 360, Brea
Investing
“We were referred to Jonathan by friends and are pleased that we were. He’s trustworthy, professional and responsive. We like how he checks in and listens to your questions…even if you asked it before but don’t quite understand. He has us on a great path for retirement. Thanks, Jonathan!”
Investing
“I met with Robert for the first time today and I must say he really shed some light on things that were just at the surface for me and helped me realize what I've been doing wrong fairly quickly. He listened to my businesses story and made an assessment right there on the spot that opened my eyes and help me understand that I shouldn't be afraid to grow and work with other people. Thank you Robert and I look forward to working with your team.”
9:00 AM - 5:00 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).”
8:00 AM - 5:00 PM
3020 Old Ranch Pkwy Suite 190, Seal Beach
Investing
Investing
Investing
Investing
Investing
9:00 AM - 5:00 PM
11732 Firestone Blvd, Norwalk
Investing
“Called ahead of time to see if this location was open due to the pandemic as all banks are not open. They were open for banking. There customer service here is beyond excellent!!!! Plenty parking , all safety protocols are in place. Only down fall is if there is a line there is no shelter in case weather changes.”
9:00 AM - 5:00 PM
8345 Firestone Blvd, Downey
Investing
9:30 AM - 4:00 PM
18712 Gridley Rd, Cerritos
Investing
“Came here to help my mom deal with the accounts that my mom and dad had together. The banker my mom had been dealing with over the the past few years was pretty awesome. I was weary when we walked in and was waiting to bombarded with "special deals" or other things to move her money into. Instead, Joe Cortez was super helpful. There was lots going on in the bank but Joe was very professional and took his time helping my mom. He explained things thoroughly to my mom and was just super patient. If people out there have banking oncerns or legit questions I would suggest calling him up and setting up an appointment. Thanks Joe for your help and thanks to Robert also”
6:30AM - 5PM
3020 Old Ranch Pkwy # 300, Seal Beach
Investing
Investing
9AM - 5PM
17303 Carmenita Rd, Cerritos
Investing
Investing
9AM - 5PM
6700 CA-1 Suite 280, Long Beach
Investing
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Wells Fargo
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BMO - ATM
7878 Crescent Ave, Buena Park Locations
“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”