Investing near Los Alamitos, CA

29 locations found near Los Alamitos
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Williams Tax & Financial Services 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.”

4.9 Superb30 Reviews
Charles Schwab 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.”

3.8 Good18 Reviews
City National Bank 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.”

3.2 Average25 Reviews
City National Bank ATM 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.”

3.7 Good9 Reviews
Edward Jones - Financial Advisor: Emma J Aragon 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.”

5 Superb3 Reviews
Halbert Hargrove Global Advisors Investing

“I’ve been working with Halbert Hargrove for awhile and it has been an incredibly rewarding experience. I've never felt more heard or supported in my financial journey. From the very beginning, it's clear that they are not just providing an advisor but a dedicated team working with me. I feel like they’re helping me achieve my dreams and are always available when I have questions. I would definitely recommend Halbert Hargrove to anyone looking for an advisor.”

2.2 Poor5 Reviews
Wells Fargo Advisors 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).”

1.9 Poor9 Reviews

9:30 AM - 4:00 PM

3326 E Imperial Hwy, Lynwood
Wells Fargo Advisors Investing

“Given the fact that this branch is understaffed, it's still a great place to bank. The staff here tries their hardest to help and keep the customer happy. There is only so much management can do when it comes to staffing. People that complain here, complain because they don't get their way. At the end of the day I see everyone trying to move the line. They have ATMs, so if you don't have time to stand in line use them. Stop being rude to the staff, and appreciate that they go to work everyday to serve you. Treat people how you want to be treated and how you would want people to treat your loved one.”

1.9 Poor9 Reviews

9:00 AM - 5:00 PM

251 E Willow St, Long Beach
Wells Fargo Advisors Investing

“Wells Fargo located in the corner of Willow and Long Beach Blvd. next to Carl's Jr. parking pretty safe there's a security guard inside locations nice and cool only problem I had the teller was only one they should have more tellers I went there Friday took care of some business the line slowly moved along it was more people at this bank sitting at the desk instead of having more tellers maybe it was the time that I went but I couldn't really believe that they could've been more better service than that other Nat Wells Fargo on Willow in the city of Long Beach is a good place to go do your banking ATMs are outside well lit and clean check them out”

1.6 Poor5 Reviews

9:30 AM - 4:00 PM

18712 Gridley Rd, Cerritos
Wells Fargo Advisors 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”

1.2 Poor33 Reviews

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  1. Los Alamitos, California