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“Lauren was great to work with. Executed on our construction loan in a timely manner and was able to provide great terms with great service. Highly recommend working with Lauren.”
“Velocity Mortgage is a great private money lender to go to for subprime lending. My AE is Steven Haig and his "Top Notch" Account Manager Agnes Dinh...Steven always keeps my abreast as to whats going on with the loan and Agnes has a no-nonesense take on getting the loan to the final stages...They are both on top of the loan and will get the loan to the finish line ahead of scheduled closing date..Great private money lender to work with!! I would highly recommend this lender to other brokers to fund your upcomiing deals...”
“Not your average wealth management company. A very personalized down-to-earth experience makes all this a lot easier. They really do think about your wellbeing first, and don't have the legacy business model that drives me crazy! Thank you WPWM!”
“Love the location, love the people. Have several accounts here. Hours are excellent; easy parking. Always greeted with smiling faces. Diana Galvez, the Branch Relationship Manager, has been incredible with helping me with a small, technical issue that no one else could seem to solve. And I'll usually go straight to Melisa at the teller window for my transactions. The best! And be sure to snag one of the lollipops at the reception desk on your way out!”
“Mr. Warren and his company have been extraordinary to work with over the last few years. We have been able to go above and beyond initial projections. It has been a true blessing!”
“Chris Hardt has done a spectacular job successfully managing my portfolio, especially through these recent chaotic times. His office staff is wonderful and very responsive. Nadia, who is a financial advisor working with Chris in this office, is warm, professional and knowledgeable. She took the time to connect with my son, who is on the spectrum, and engage him in becoming interested in his portfolio and making decisions around it. I was very impressed and grateful.”
“Kevin Cvitanov provided me with great customer service. He was patient, informative, and kind. He took the time to explain everything to me so that I would fully understand my options. Scheduling was a nonissue. In person or zoom are both options. I also had a pleasant experience with Nancy Chappell. I would definitely recommend this team.”
9:00 AM - 12:00 PM
23701 CALABASAS ROAD , CALABASAS
Investing
“I come to this bank whenever possible, as I enjoy the enjoy the ambience and good service of the staff here. Last week all my accounts had been the victim of an online hacker. Fortunately, I'd called WFB and they stepped in just in time to prevent the loss of funds. The next day I went in to unravel this mess. I was assigned to Beni. She took her time and patiently went through each transaction in all of my accounts, to sort out the many attempted transfers and withdrawals before the hacker was stopped. She then opened all new accounts, gave me folders for each one, along with a healthy dose of wisdom on keeping my finances protected going forward. She was a delight to work with. Bright, efficient, warm and patient. When our session was complete, she asked with a huge smile - "is there anything else I can do for you?" Only then did she head out for lunch, which she'd postponed just to finish my case.”
9:00 AM - 12:00 PM
5823 Kanan Rd, Agoura Hills
Investing
“One of the Operations officers, Andriana is the best. She is caring, knowledgeable, confident, and thorough. She took the time to explain all the details of my transaction, a foreign wire. She is the best.”
“I was helped by a staff member named, Allyse. She was extremely thoughtful and thorough in helping me with a deposit I needed to make. Very happy with the level of service I received.One thing to know, while it seems the available staff to help is limited as you walk into the door, they did make a huge effort at accommodating others in line as it built up so as not to let people feel they were going to wait a long time, such as bringing additional staff out from the back to help.”
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“As a financial planner, I rely on my trusted professional network to deliver great service in a timely manner. Mona Elhalwagy and her team at Forbix are part of our referral network for this reason. Mona is responsive, knowledgeable, and has helped several of our clients through their straightforward (and not so straightforward) mortgage needs. Thank you Mona!”