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9:30 AM - 4:00 PM
38995 Sky Canyon Dr, Murrieta
Investing
“I hired Nathan almost 2 years ago and I really like working with him. He is a clear communicator, responsive, and has great integrity. I gave him the framework for the conservative plan I wanted and he put together a great plan for my client and the right investments. He also helped me to rebalance at the perfect time as the market turned down during Covid.”
“Robert and Inez are so dedicated and hardworking professionals. They are so very good at keeping you updated on the market and strategies to optimize your investments. They are always concerned about your peace of mind and analyzing your unique situation. They have even helped out with questions and needs above and beyond what is necessary. It has been over 8 years and I could not be happier. Ethical, professional, and dedicated a rare find these days.”
9:30 AM - 4:00 PM
30186 Haun Rd, Menifee
Investing
“I have been with Wells Fargo for years and never have had any major problems so naturally I went here to open my sons first checking account and our experience was amazing. We worked with Tiffany and she made the process very memorable. She walked my son through everything, took her time, answered all of our questions and was so sweet about everything. I went back with her the next day to open my business account after going back and forth on which bank to do this with. Thank you Tiffany we appreciate you. My only advice would be to make an appointment the wait time was a bit long.”
9:00 AM - 5:00 PM
31600 Grape St, Lake Elsinore
Investing
“The individual, Ebony at the branch I was serviced at made me feel at home and did an EXCELLENT job at checking off all definitions of excellent Customer Service-- She 'defines' customer service. It's been years since I've experienced anything as close to as genuine and professional as her. How can someone that you barely even know show you a glimpse of hope for your financial needs in times of distress? Ebony pulled through for me. You helped me open an account and even reassured me that in six months we will see that number be achieved in terms of Savings and Credit Score. Even if we don't land near by our goal, or if I had huge doubts, you managed to turn that around by being an awesome, professional human-being that could relate to the customer on a wide spectrum of understanding. 100% felt zero judgement in her eyes! I was new to the bank and immediately noticed her leadership presence. Not exactly from the name tag, but her presentation on self. After she helped guide me, the rest of the team took over and they too were immaculate! I'm glad to have re-established with a Nationwide banking institution! Thanks for helping me open an account, Ebony!”
Investing
Investing
Investing
Investing
Investing
Investing
“We made an appointment online to open a new account and got an appointment the day of. My 18-year-old needed to switch to a bigger and more available bank system. Although we were not greeted- and had to ask for assistance - we found someone that was super helpful. I feel so relieved that my son is banking here now. The previous bank was unable to accommodate the needs of a young adult learning how to navigate the banking systems--without adequate customer service options available or reachable.”