Investing in La Jolla, CA

14 locations found near La Jolla
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“Fantastic company! I have worked directly with Jim many times. They truly are about giving you the very best financial advice in order to meet your goals. I have always been happy with the results. I highly recommend!”

5 Superb1 Reviews

“I had a pleasure of meeting Mike Canzone. He looked at the information I provided prior to the meeting and answered all my questions and explained how retirement savings work. He also provided very helpful guidance on what to do next. All of this was done during complimentary meeting and now I know how I am doing! He also said I can reach out to him if I have any other questions. Just have to give him an email or a phone call! What a wonderful man! Thank you so much Mike for spending time with me and educating me!”

5 Superb1 Reviews

“This 5 star review is for Omar specifically.He’s great, really cares about his business customers.But BMO as a whole sucks, not as bad as BofA or WF, but pretty close.”

1.5 Poor10 Reviews

“If you are looking for a real bank and true business or personal relationship bank then you are in the right place. Amy and Flara are a true gem as well a great asset to City National Bank. Being a loyal customer for over 30 years from the Beverly Hills location to now in La Jolla. What stands out about City National is several reasons. One the customer service you get from customer service to branch tellers. If you are a person who is looking for bank calls you by your name not a like number then you are in the best hands money can buy. I truly love the customer service that I get from every branch you visit. Thank you always to Amy and her entire staff. From the minute you step foot into the branch to the minute you leave the branch. Also the big plus you have private parking right next to the bank also private lot parking.”

1 Poor1 Reviews

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