Investing near Burbank, CA

24 locations found near Burbank

“Former contractor and employee ..... great place to work. Met some very welcoming and understanding professionals at this location who not only embedded in me the skills needed to be successful within the company but also in the industry of post production services.”

4.2 Good16 Reviews

“I have several experiences of taking different products and working with Tricia Mendoza. The branch staff are all very friendly and helpful, and I especially want to thank Tricia Mendoza. She is professional, knowledgeable, helpful, and a trustworthy banker.”

3.7 Good270 Reviews

“RVW has been an invaluable partner in my financial journey for many years. Their commitment to exceptional customer service is truly remarkable. I consistently receive personalized attention and feel valued as a client.

RVW also provides insightful investment analysis and educational materials in the form of emails, webinars, and in person presentations. This helps me to make informed decisions about my financial future and navigate market volatility with greater confidence.

I highly recommend RVW to anyone seeking a trusted and knowledgeable wealth management firm.”

5 Superb56 Reviews

“Chris Bell is professional, insightful, and consistent in his expertise. I have recommended several friends and colleagues to work with him over the past few years, who have each expressed great satisfaction in the quality of services they received. Chris Bell is reputable and trustworthy and I highly encourage individuals seeking financial guidance to lean into his advice!”

5 Superb21 Reviews

“My team at Miracle Mile has done a great a job at helping me get a handle on my short and long term financial plan, specifically incorporating my business and real assets. Highly recommend”

4.8 Superb19 Reviews

“There's so much I would love to say about this branch. From the staff and the service. It is an absolute pleasure doing business here. I will continue bringing my business to this branch.”

4.4 Superb14 Reviews

“Beverly Hills Private Wealth is outstanding. They combine deep financial expertise with genuine care, tailoring strategies that fit my goals and priorities. Communication is clear and proactive, and I always feel confident knowing my finances are in capable hands. Truly a trusted advisor I highly recommend!”

5 Superb7 Reviews

“Found sam through a web search and he emailed me very promptly and professionally. I had a couple business questions and wanted his input. He listened, understood and provided me with the answers I needed. Highly recommend!”

4.6 Superb9 Reviews

“The staff at Wells Fargo Bank displayed an exceptional level of professionalism and knowledge. They patiently listened to my inquiries, addressing each of my concerns with care and attention to detail.”

3.3 Good57 Reviews

“I am with UCLA Health Axuiliary. Vicky Zekiyan is our bank representative for our account with CNB. She has gone above and beyond to support us throughout the entire PPP application process and is there for us anytime we have questions or issues regarding anything related to general banking as well. I truly appreciate her and the way she represents CNB. She is informative, professional and very personable. She makes banking with CNB a personal experience for her clients. She is gold!”

4.2 Good10 Reviews

“We have been business customers of City National for a long time. Their customer service is really top-notch. You can always get someone on the phone and they are very helpful and knowledgeable. This has been critical to business especially during the pandemic with all the additional challenges that small businesses have had. They are the perfect balance of a small "local" bank with personalized service but big enough to handle your business needs.”

3.7 Good16 Reviews

“This branch is very good with expeditious service. The teller helped me with my vast amount of quarters that I wanted to deposit which was definitely a plus. The location is good with the option of parking in the building or on the street (meter parking ) Very close to the Japanese stores and restaurants on Sawtelle north of Olympic.”

3.2 Average34 Reviews

“I have been using this particular branch for last few years. The staff is amazing, especially Jack Marabyan. He welcomes me with open arms and smile. I feel welcome and feels like family. I recommend CNB to all my friends and family because of the way I am treated.”

3.7 Good12 Reviews

“There are closer CNB locations to me, but I choose to drive to this one since they have a drive-up teller. So convenient, and not so difficult to navigate through the parking lot as I read here. There's usually only one car in front of me (if any) and the teller is very pleasant.”

3.8 Good9 Reviews

“Only 5 stars because Dixie topchan was so nice. She didn't discriminate against me. She smiles and laughed at me and I was already having a bad day but she made it better”

3.7 Good9 Reviews

“I don't usually take time to write reviews but the exceptional service that Maristel Vasco, the Relationship Manager VP Long Beach branch has definitely went above and beyond her job description, she had closely followed up on my application, answers phone calls, emails and any client inquiry efficiently and speedily. She take time to answer questions and able to multi task to be able to deliver results not just in time but even ahead of due dates. The process of my refinance was not smooth sailing but Ms. Vasco's service recovery has really made me relax during the process. Ms. Maristel Vasco is a true gem in your company. Kudos to CNB for having a highly competent relationship manager.”

3.5 Good11 Reviews

“5 stars for every manager that works here. I had some confusion with my account and they went above and beyond to help figure it out. This branch specifically operates more like a small/family owned facility. Every experInce I'd had with this branch has been pleasant. Keeping my business with Wells Fargo specifically from this branches management team!”

2.8 Average52 Reviews

“Thank you for your excellent service and helpful suggestions regarding the products offered by Charles Schwab Bank. I will recommend your services to my friends. Thank you.”

2.6 Average23 Reviews

“Today was my first experience with Fidelity century city branch and I found nothing but first class service. The initial person was on top of my concerns and brought a senior advisor to discuss my portfolio. I feel confident that my choice to find this investment house was thru finding that there are no more traditional banks that are authorizing madellions in order to have shares transferred. Thank you Fidelity for being in service since 1940.”

2.5 Average21 Reviews

“This was a great experience for me. I went in person to open my first account and the front desk people set me up with an investment consultant, Zachary, right on the spot. It was a great fit for a newbie like myself because Zach was able to dumb it down for me and pinpoint the best approach to the profile I wanted to set up. He continues to help me and I'm in awe of not just his knowledge but also his ability to articulate my options in a very comprehensive way.”

2.2 Poor21 Reviews

“I like this Wells Fargo. I believe it's the only WF that's open on Saturdays around the area so that's a big plus for me. Today wasn't a simple deposit/withdraw type of day though since I had a rather complicated matter to take care of with WF. I had an appointment with Maria and she was able to provide excellent service. She was very responsive, thorough, knowledgeable, and pleasant all-around. Sad to say that this level of professionalism and quality customer care is rare when I go to the other branches around Glendale, but I know where my go-to will be now should I have issues with my account.”

2.1 Poor21 Reviews

“To many complain and complain. Let's see you lead by example in all areas of your life. You might laugh because your life is a joke, but honestly, it's a nice bank, I like it and I have no problem with it. I walk up to them and ask them to help me. I don't wait and think that people are going to always come to me. Who do I think I am? I like banking with Wells Fargo so why would I complain? Have a nice day everyone”

1.6 Poor23 Reviews