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“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.”
8:30AM - 5PM
417 Beryl St, Redondo Beach
Investing
“Been with Navigoe since 2003. Scott and Eric are great. As fiduciaries, they always act in the clients best interest and also don't sell commission based products. They've weathered us through a number of stock market downturns including the big crash of 2008. I trust them with the advice they provide. We're in retirement and as such they manage the distributions while also insuring the portfolio continues to grow. Eric listens and always answers my financial questions in a way that makes it easy to understand. With their guidance I feel confident that my savings will last as long as my wife and I live. I also feel confident that if I pass first, my wife will be in good hands to help her continue to manage the portfolio. When we chose a financial advisor firm our goal was that both of us have to feel comfortable talking to them and have trust in their advice. Couldn't be more satisfied!”
“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!”
11AM - 7PM
13101 Washington Blvd #241, Los Angeles
Investing
“I've been working with Jen for about a year now and know I'm in good hands. She's guided me through a few different situations so far. I really appreciate that she gives advice in a warm and supportive way; it's clear that she truly cares about her clients.”
“This review is for Ben Rosbach. I became a client about seven months ago, and I’ve been consistently impressed and completely satisfied with his services. Not only has my portfolio performed exceptionally well, but Ben has also been incredibly communicative, responsive, and attentive to both me and my goals. When he first evaluated my financial situation, he tailored my portfolio to align with my risk tolerance as well as my short- and long-term objectives, and he also offered thoughtful guidance on managing all of my assets — not just the ones under his direct management. That showed me he truly cares about the full picture of my financial health, not just the areas tied to fees.
As an officer in the military, I have unique financial needs, challenges, and benefits, and Ben has been outstanding in helping me navigate all of them. I’m genuinely grateful to have found him. I’ve already recommended him to several of my peers in the military, many of whom have since become his clients — something I wouldn’t have done if I had even the slightest reservation about his abilities.
Overall, working with Ben has been one of the best financial decisions I’ve made, and I couldn’t recommend him more highly.”
“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!”
“Kitty always helps me & I've enjoyed the business here. She is kind, always answers, & calls me back. She is working very close to (spot), diligently finding the pieces for my collection, & offering recommendations to fit my investment needs.I wish that lucky star's shine like gold near, and that health & lasting prosperity continue here for many years to come.”
“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.”
“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.”
“I was very impressed by the swift service I received and the excellent service I was given. Well worth the trip to talk to someone that set me up with a wonderful plan. I am nothing but happy. The first person I spoke to was Cam who directed me to his Manager. What a knowledgeable person she turned out to be.”
“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!”
“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.”
“Best customer service ever... I think all bankers from all banks should come here and take customer service lessons from Michael Balthazar... Mr. Balthazar went way beyond out his way to help and take care of a banking issue I had... I think the service is Way beyond valuable... Thank you Mr. Balthazar for your outstanding service and helping me out”
“I see lots of negative reviews in the past, but I recently visited this location and the customer service was great. My financial advisor, Mr. Mooney, was helpful, knowledgeable and clearly answered all of my questions.”
“This might not be the flashiest branch, but it’s easily the best experience I’ve had at any bank in LA. The team here is incredibly warm, welcoming, and actually remembers you. It feels human in a way most places don’t anymore. Grateful this spot exists. I wish my local coffee shop had this good of a vibe.”
“Nice office with a friendly staff. I was initially concerned about parking but was happy to learn that Fidelity validated my parking so there was no charge. It is a convenient location, easy to get to and from.”
9AM - 5:30PM
3420 Ocean Park Blvd #3060, Santa Monica
Investing
“Noor Ninja Boy must have the wrong company. Sierra Investments takes great care of your money, and their customer service is a cut way above the rest. We have been with them for over 30 years.”
“I have been a customer for over 20 years and I have been very pleased with the service in several cities (Sacrament, Portland, San Francisco), but I must say that Stacey from this location was my favorite representative to meet with. My wife and I had a very informative consultation with her last week. She is a great listener and provides appropriate advice and solutions for our various financial planning questions and needs. A+”
“There is a branch closer to where I live, but some of the employees from that branch moved to this one years ago, and whenever I used this branch they all greeted me in such a friendly way, which was definitely appreciated. When the other local branch where we had our safety deposit box closed and relocated here, there was an even greater incentive to bank at this location when we need something 'in person' vs. online. Every past encounter with tellers, security or customer service agents has been stellar -- extremely friendly, courteous, professional and so helpful. Drive up hours are also a plus. I have to agree with Jay about the slippery floors when it rains, but that is a minor complaint, easily remedied!”
“This branch is lovely. Everyone is friendly and attentive. Sam Rogers is an excellent Investment planner and it’s a pleasure to work with him. He’s kind, thorough, patient, and a great communicator. Thanks Sam and everyone!”
8:30AM - 5PM
2009 Park Pl, El Segundo
Investing
“It is a top notch place. I went there for a new transaction which I wasn't familiar in setting up and they helped me step by step, and they were really professional. It was a jo doing a business with them in this location.”
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“I recently worked with GoldDealer.com and Ken Slater to sell four 1oz PAMP Suisse gold bars, and the transaction was smooth and professional. I received a quote over the phone and chose to visit their Inglewood location in person rather than mail in, which I preferred. The parking lot and building felt highly secure, check was issued on the spot, and I received a receipt. They also offer wire transfers for a fee and cash payout options. The experience was efficient and courteous, but I'm docking one star because other online competitors publish stronger sell-to prices, often within less than one percent of spot. I asked if they could match or improve pricing, but after consulting with their trader, they declined. They mentioned they usually match but could not at this time. I went ahead with the sale to give them a try because I am looking for a reliable local gold dealer. If future transactions result in improved pricing, I'll update this review and bump them to five stars. Insider's Tips: Last entry is 3pm but they will complete transactions after that time.”