Investing near Reseda, CA

30 locations found near Reseda
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“Just a bank and doing my usual stuff. Expect longer wait times as we are still in a pandemic, hopefully not long though. There was a coin shortage but seems To be better now”

1 Poor21 Reviews

“We've been using Hiller Enterprises for a couple of years now as our business and needs grow year over year. I have to say Micahel and his team are always customer service-focused with how they can make my life easier!Not only were they on top of messaging me and requesting the needed information by specific deadlines BUT they are always extremely helpful in the value they bring when helping me sort through my paperwork.They did a phenomenal job again this year as our tax preparers and saved us so much time and stress! We'd highly recommend Michael and his team to anyone who really needs the value of a "white glove" service and peace of mind :)”

5 Superb58 Reviews

“Alec has been a wonderful financial advisor to me. I found Alec in 2021 and have been quite happy with him ever since. He is always available to answer any questions you may have and is always willing to help. I highly recommend Alec.”

5 Superb40 Reviews

“RVW Wealth are the best in the business. Their entire focus is geared toward the long term financial well being of each and every client. They will build a portfolio that is right for you, based on your financial needs and goals. Highly recommended!”

5 Superb35 Reviews

“Thuan has been very helpful in educating me and offering me insight on how to properly invest and allocate my assets. He has been patient in my educational process and truly wants to see me succeed. I am happy to be working with him and will continue to do so.”

5 Superb31 Reviews

“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!”

5 Superb30 Reviews

“Alec helped me with all my financial questions, I'm just starting to learn how to fix my financial problems and how to build and work with my finances and he was very patient with all my questions and explaining to me each and every question i had. He was also very generous with the knowledge he has to help me with this. Definitely a great person to work with. Will definitely recommend.”

5 Superb11 Reviews

“Visited logix with our teen to open up a teen account for her. We were helped by Charles. Charles was very helpful, informative, and extremely kind. He helped our daughter understand the importance of having a bank account and how to properly manage her account. We greatly appreciate his exceptional customer service! Definitely see Charles for all your banking needs.”

4 Good48 Reviews

“I'm a past president of the California Association of Mortgage Brokers and I want everyone to know that when you have a need for private money you should go to Joumana Nasser who is the Director of Ops/Accounting Mgr at Agoura Hills. She is truly exceptional -- 10 stars! She is all about service and success.Joumana, I can't thank you enough.Leon Huntting, Sr. Loan ConsultantGuarantee Mortgage”

5 Superb9 Reviews

“I LOVE this bank! I have been a long time customer here and prefer it to any other bank. The whole staff is so friendly and helpful anytime they are needed. They have a very personalized way of banking. They know their clients by first names and treat all their clients like family. I would recommend this bank to anyone for their banking and loan needs.”

4.3 Superb18 Reviews

“Let me preface by saying that I don't really write reviews. It's very rare that I do. However, after being greeted warmly and welcomed to this branch by Madison, I had to make a review. My husband and I made a deposit and Madison helped us with the transaction! She was very helpful when my husband and I would ask her questions regarding our account. Madison answered our questions with patience and kindness. This will be our go to branch now!”

4.1 Good21 Reviews

“We have really liked this branch. It has always felt friendly, personal, and safe. Ana Quzian has been great, she is our point person there. She is so efficient and pleasurable to deal with. We are sad to hear the branch is closing. We aren't fans of another local branch. We hope the other branch, close by, gets better. But it feels like an attitude problem. The people are also nice at the Lankershirm office, but it's farther for us. But I'd rather drive farther than feel uncomfortable. Anyway, Ana, thank you for your help, always.”

4.6 Superb11 Reviews

“This branch goes above and beyond for customer service. They are very courteous and polite, especially the Manager and Humberto. I will go back to this bank and use them again. Very kind, polite and patient employees. 5 star service.”

4.9 Superb8 Reviews

“I've been using Marc Silvers for all of my tax needs for over 10 years! He and his staff are incredibly genuine, knowledgeable and friendly. Marc is an encyclopedia of information and treats every customer in the same professional manner.”

5 Superb7 Reviews

“I am with UCLA Health Axuiliary. Vicky Zekiyan is our bank representative for our account with CNB. She has gone above and beyond to support us throughout the entire PPP application process and is there for us anytime we have questions or issues regarding anything related to general banking as well. I truly appreciate her and the way she represents CNB. She is informative, professional and very personable. She makes banking with CNB a personal experience for her clients. She is gold!”

4.3 Superb12 Reviews

“I love First Republic! The customer service is amazing. Jhon-Michael and Lyndsey at the CC branch are great. Responses are always timely and friendly. I have 3 accounts with FR and have great experiences with each. I also appreciate all the amazing and generous swag!”

3.8 Good21 Reviews

“Found sam through a web search and he emailed me very promptly and professionally. I had a couple business questions and wanted his input. He listened, understood and provided me with the answers I needed. Highly recommend!”

4.5 Superb8 Reviews

“The Woodland Hills staff is very knledgable and professional. They assisted our family with Estate needs. I would recommend getting an appointment. Very good staff to work with.”

3.8 Good14 Reviews

“There are closer CNB locations to me, but I choose to drive to this one since they have a drive-up teller. So convenient, and not so difficult to navigate through the parking lot as I read here. There's usually only one car in front of me (if any) and the teller is very pleasant.”

3.8 Good13 Reviews

“Personalized high level customer service is exactly what one should look for or expect from a financial institution. Think Nordstrom meets the banking industry. Couldn't be happier!”

3.3 Good23 Reviews

“I this is a client portal for covid-19 slush fund made by Clinton e Breckenridge Juniors personal email colvin 19 [email protected] you can contact me at Sea Breckenridge Junior 30 you know 325 @gmail.com or you can contact me at 626-267-4760 thank you have a blessed day I'm looking forward to hearing from you”

3.6 Good10 Reviews

“We have been business customers of City National for a long time. Their customer service is really top-notch. You can always get someone on the phone and they are very helpful and knowledgeable. This has been critical to business especially during the pandemic with all the additional challenges that small businesses have had. They are the perfect balance of a small "local" bank with personalized service but big enough to handle your business needs.”

3.5 Good11 Reviews

“I’m so happy to find Bec Investments company and especially Mrs. Sherry Bibian who helped me to buy a new house as a first-time home buyer.I’m completely satisfied and recommend this company.”

3.2 Average11 Reviews

“I had an account my father set up for me before he passed away 11 years ago and my mom kept mail about it and I don’t know anything about td ameritrade and that stuff so I just wanted to close the account and take the money out. The head offices made this difficult and there were some hoops to jump through but at this branch I saw this man trey who worked there on Mondays and he was able to help the process go smoother and I was able to cash my check yesterday and get the money. Trey is the only reason I’m giving this branch 5 stars because he was very helpful and remembered me from 2 Mondays ago!”

3.4 Good5 Reviews

“Been going to Schwab for years and they finally moved to the lobby floor with Ameritrade. So the unit number is no longer 1105. Enter the building from the main entrance and turn left, the office is right next to the elevators ?”

3 Average9 Reviews

“I have been extremely happy with my experience at this branch. While most of my interaction has been with Bryan Baca as my dedicated Relationship Manager, I have had a very positive experience with everyone that I've engaged with at the bank.I have multiple business accounts with them, and I feel that each one gets a personal touch that I was not getting at my previous banks.”

2.7 Average21 Reviews

“The tellers and the managers I interact with are so Super kind and friendly, they really make me feel welcomed, and I so look forward to going to the Encino branch every chance I get !!”

3.2 Average4 Reviews

“Pure Financial Advisors has made answering my financial management questions easy and crafted a custom strategy tailored to my needs and goals. Jeff Brecht has been knowlegeable, personable, and highly professional. Looking forward to continuing to work together”

5 Superb1 Reviews

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