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“It’s rare to find a mortgage professional who truly gets it—someone who understands what it means to stay aligned and deliver exceptional service from start to finish. Regional Sales Director Jonah Belgrini of Velocity Mortgage Capital exceeded every expectation, responding to every email, call, and text with incredible speed and consistency. His level of availability is virtually unheard of in this industry.
Hats off to you and your entire team for making the process so seamless. You’ve made it easy—and a pleasure—to send all of my loans your way. I truly appreciate your attention to detail, commitment to service, and the professionalism you bring to everything you do.”
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.”
8:30AM - 2:30PM
4195 E Thousand Oaks Blvd STE 125, Westlake Village
Investing
“Great team! I'm a mortgage broker and I worked with Robby Rydinski, who was great at getting me pricing.
Then Tara Donahue was amazing with the next step of getting the loan in and making sure that everything worked well.
Then I had Diana Clark as my processor. Diana was amazing. She was very helpful and very patient. I had 2 loans closing at the same time and she really pulled some strings to make sure they closed on time. Shoutout to her manager too that helped get these through quickly as well.
Greatly appreciate the Anchor team! Highly recommend!”
8:30AM - 5PM
920 Hampshire Rd Suite A2, Westlake Village
Investing
“We have been using Fischer Investments for more than 5 years and we are extremely pleased. Ted and his staff have done a great job helping us with our budgets and financial planning, as well as managing some of our investment portfolios. We recommend them full heartedly. Ted is a great guy and actually fun to work with.”
“We have been members of Logix Credit Union for more than 10 years. The staff is friendly, patient, courteous, and professional. The after-hours services are easy to reach and always helpful. We have been protected by our bank from several hacking attempts, and we regularly use the credit card rewards, which offer generous reimbursements.
Our last visit to the local branch was especially surprising and pleasant when our child received a stuffed robot, the symbol of the bank. The lollipops and treats are hard to resist! We also love how our local branch donates to public schools and actively participates in the community to offer support. Every visit to the branch is a very positive experience, and our local branch truly feels like an extension of our family.”
“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!”
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.”
“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.”
“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
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“My husband and I love Logix! We purchased 2 RVs with them, and they are so kind and professional every time we help us with our purchases. I have worked with Hannah many times, and she is an amazing professional!”