Investing near Moorpark, CA
30 locations found near Moorpark
View Map9:00 AM - 5:00 PM
515 Los Angeles Ave, Moorpark
Investing
9AM - 5PM
1855 Cochran St #108, Simi Valley
Investing
“I love Logix! Every branch is filled with wonderful, helpful, and friendly employees. I love my local branch. Yesterday I went in to get a cashiers check for my final mortgage payment with another lender. That’s right, I just paid off my mortgage! ? Today I was surprised by a Congratulatory gift from Yesenia at Logix - Simi Valley Cochran St. Branch delivered to my door. Best credit union/bank there is! ? Thank you for the delicious goodies, Yesenia!”
Investing
“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.”
Investing
“The Newbury Park branch is by far the most friendliest, helpful, and professional branch here in the Conejo Valley. Every time I am greeted with a hello, smile, and how are you today It really makes you feel like part of of a family. I know that I can always rely on the tellers to understand and go out of their way to help me. Thank you Logix- Newbury Park!!”
Investing
“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...”
Investing
“I cannot say enough good things about Logix. Their rates are the best and their customer service is top notch. They have quickly become my favorite financial institution! & this is my preferred branch. They are always so friendly and accommodating. Thank you to Alisa & Chris for always being so helpful and informative.”
Investing
“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!”
Investing
“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!”
Investing
“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!”
8:30AM - 4:30PM
2945 Townsgate Rd STE 200, Thousand Oaks
Investing
“I have made several purchases from United Gold Direct and have been very happy with their service and their professionalism. Would definitely refer this company.”
Investing
“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.”
Investing
“I’ve had the pleasure of working with Fischer Investment Strategies for approximately four years now. I was referred to them by my mother-in-law, who has been a client for approximately two decades. The investment moves they’ve suggested have been smart and rewarding financially. In these four years, my initial investment has grown by about 40% (with much of this growth occurring in a bear market).What they do well, from my perspective, is to understand that an investment strategy has to make sense for the individual client, and we all have different financial needs and goals. And it is in this personal piece that they excel. Each year Ted Fischer attempts to personally meet with all his clients. His office is in Southern California and I am located in Portland, Oregon. And each year he personally comes to the Northwest and meets with his growing number of clients.Because of this attention, I am now beginning to rely on Fischer Investment Strategies not just for investment ideas, but perhaps more importantly, for overall financial planning. I now understand that wealth management involves long-term planning and detailed awareness to multiple contexts (age, taxes, employment trajectory, and investment options). I would say that financial planning is an exceptional strength of Fischer Investment Strategies.I look forward to continuing to work (securely) with them for years into the future. –Dr. S., Portland, Oregon”
Investing
7:30 AM - 5:00 PM
2629 Townsgate Rd Suite 135, Westlake Village
Investing
“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.”
9:30 AM - 4:00 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.”
Open 24 hours
31365 Oak Crest Dr, Westlake Village
Investing
“Before Clear Coast, I considered myself somewhat naive regarding investment strategy and financial products that would suit my goals and budget. My financial advisor Ryan was extremely helpful with my learning curve. He walked me through a number of options, giving me a greater understanding of products and overall investment strategy, ultimately setting up a portfolio that has provided me with tremendous growth. Since opening my account, I have also taken advantage of their insurance options which have also proved to be a great fit for me. I HIGHLY recommend Clear Clear to anyone looking for a great wealth management firm. Great financial advisors, great company!”
Investing
“Due to the recent passing of my sister...I have been working with Brad and Fariba at Duncan-Newman. Many financial accounts needed to be changed/formatted the way I needed them. This experience has been nothing short of awesome. Their professionalism and helpfulness is off the charts.”
Investing
“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.”
Investing
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9:30 AM - 4:00 PM
140 E Thousand Oaks Blvd, Thousand Oaks
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8AM - 5PM
4009 Mission Oaks Blvd, Camarillo
Investing
7:30AM - 4PM
3027 Townsgate Rd STE 200, Westlake Village
Investing
Investing
8:30AM - 5PM
582 Ventura St, Fillmore
Investing
Investing
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Wells Fargo Bank
515 Los Angeles Ave, Moorpark Locations
“I just like my Moorpark Wells Fargo. Recently, I went to the Thousand Oaks Wells Fargo (1596 N Moorpark Rd, Thousand Oaks) to make a rather large deposit. I went to the 1596 N Moorpark Rd, Thousand Oaks (at Janns Road) Branch because I was in the area and it seemed convenient. I waited and waited and WAITED in line for the one teller that was on duty. After a long wait, I left the 1596 N Moorpark Rd, Thousand Oaks Branch. I was not happy. The next day I went to my good ole reliable Moorpark Branch. They were their routinely best. It is just amazing how wonderful my Moorpark Branch treats me. It was not until the treatment I experienced at the Thousand Oaks Branch that I appreciated the extra effort my Moorpark Branch strives and succeeds to achieve. Thank you Moorpark Wells Fargo, you are the best!”