Investing near Rowland Heights, CA
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20 locations found near Rowland Heights
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19708 Colima Road, Rowland Heights CA 91748
“I visited the Charles Schwab in Roland Heights today and was extremely satisfied with the front desk staff's service! She was very patient, thoroughly explaining and resolving my issues. Despite many customers coming in at once, she attentively assisted everyone. Most impressively, she communicated fluently in Chinese, making the experience smooth and comfortable. Highly recommend their excellent service!”
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3070 Saturn St #101, Brea CA 92821
“As always Rob is very honest about his knowledge whether the information is good or not .Its obvious he cares about his clients and does his best to take care of them. Our financial situation has grown significantly since we turned our investments to him. Thank you Rob”
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13117 Philadelphia St, Whittier CA 90601
“Natalie has been a pleasure to work with. Easy to arrange a business meeting with, prompt and on time and no waiting. Knowledgeable in her trade and a fun person to work with. I intend to use Natalie’s services for the future and you should too !”
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750 N Diamond Bar Blvd STE 188, Diamond Bar CA 91765
““We’ve worked with Cullen at Primior for a little over a year now and they always been responsive about handling issues that we’ve been encountering. He always is answering my concerns and giving advice on situations. Sometimes my questions aren’t related to a property that they’re managing but they’re always helpful and try to give me the time of day as soon as they can with their busy schedule.””
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7720 Painter Avenue Ste A, Whittier CA 90602
“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”
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1310 S, 1310 Valley Vista Drive, Diamond Bar CA 91765
“I was recommended by a family member to apply for a membership here. My experience with Prospectors has been great, one thanks to Flora who has gone out of her way and provided me with one on one service. She was able to go above and beyond to deal with my 2nd mortgage loan and help me get things aligned. She is continuing to work with me to provide me with the service I need and I appreciate it. When you walk into this branch you can feel everyone is there to help you. I will use 100% Prospectors FCU for future loans and recommend others give them a chance.”
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3061 E La Palma Ave, Anaheim CA 92806
“I have been with Chatterton and Associates for over 8 years. I started out gradually with them transfering my accounts one at a time as I have had some bad experiences with financial planners in the past. They have exceeded my expectations in their services that they provide. In addition, I have access to Trust management as well as tax planning and preparation, all under the same roof. There is coordination amongst the three groups to make sure that your assets not only grow, but are also protected. I give them a five star rating and I have invited my friends to look at this firm as well. They provide free class lectures on a regular basis that I can take my friends to. Awesome company.”
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15056 Rosecrans Ave, La Mirada CA 90638
“I've had some recent banking business to take care of. Omar helped me on my first visit. He was so professional and easy to talk to. We ran into some issues with the transaction that we weren't expecting, so it took longer than we both had anticipated. He was so calm and never made me feel like I was disrupting his morning. We finally got the issues resolved and he really made me feel like a valued customer. A few weeks later I had to inquire about this account again. I phoned the bank and asked for Omar since he took care of my banking needs so well. He remembered me and made me a same day appointment. Once again he exceeded my expectations. Omar is my go to person. He has excellent customer service skills and is very helpful. He knows how to talk to people. I felt like I was talking to an old friend. Thank you Omar, you're the best!”
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15111 Whittier Boulevard Ste 380, Whittier CA 90603
“My wife and I went for a free consultation several years ago and met with financial planner Anna Li Castro. Anna Li Castro provided that piece of mind they we were on the correct path with respect to our retirement goals. I would not hesitate recommending Anna to both family and friends for all your financial needs.”
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368C N Lemon Ave, Walnut CA 91789
“We went in and had the best experience. First the parking lot is easy to navigate. You walk in and yhey welcome you. Our teller Priyanka was very kind and sweet. The branch manager was listening to our conversation and offered some insight to help us. Honestly is was a very refreshing experience and we will go out of our way if needed to go there for our banking needs. Tha k you guys gor making me feel luke a person and not a number.”
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1 Centerpointe Dr, La Palma CA 90623
“I've been part of City National Bank for over 30 years and have always had great experiences with their staff. My contact recently retired and my new rep is even better! Highly recommend working with Polly Laberge at this branch. She's very helpful and responsive to any and all my concerns.”
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3421 East Imperial Highway Ste E-1, Brea CA 92823
“I went there and waited because a appointment wasn't available . I brought a trust with a power of attorney for them to copy they said I had to fill out their power of attorney to use their services. I filled out the paperwork got a call a week later saying I would have to get 2 doctors written statement about my relatives health incapacity to validate their power of attorney. My relative's is in hospice with dementia to get their objectives accomplished would put my relative thru consider discomfort and pain and I will not put them thru that. This whole process was started because a stock broker of theirs said he was assigned to the account and wanted to discuss strategies with me. I have been handling the account for nearly 2 years and have done fairly well and now they want to advise me? When my step father died nearly 2 years ago it took schwab nearly 4 months to get his affairs sorted out, he had a trust and a ira and it took 4 months? I called and complained back then and I still question their ability to handle the current situation of my relatives affairs. When my relative passes on I will definitely be transferring assets to another broker”
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815 East Birch Street, Brea CA 92821
“Had a good experience today with Frank as a new customer. Even though they were very busy he acknowledged me walking in within seconds. Once it was my turn, he was quickly able to handle my needs and answered my questions. One he couldn't at first but then took the time to check and give me the information I needed. Everything is set with my account. Great job Frank!”
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11934 Garvey Ave, El Monte CA 91732
“Nice, new, clean and well lit. No wait. Teller was friendly and very competent. Area is cleaned up but still have some people lurking outside sometimes asking for hand outs.”
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1 Centerpointe Drive, La Palma CA 90623
“The employees of this bank are amazing to me. Every time I come here they treat me with the utmost respect, always very kind and they asked me how my day is going. I never have problems cashing my checks with this branch. Maria, Hillary and Mina thank you for being so sweet and kind to me.”
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20375 Yorba Linda Blvd, Yorba Linda CA 92886
“We've been banking here for years and I just need to give a shout out. Brennen gives us exceptional service. He is patient, knowledgeable, friendly, helpful, finds what we need when we need it. At a time when other banks are diminishing their face to face service, I'm appreciate someone who knows what great customer service is. I recommend this Wells Fargo location all have been intelligent and helpful and Brennon is over the top. Thanks from David and Angela. We appreciate you guys!”
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1487 Foothill Blvd, La Verne CA 91750
“Today, I came in with my 2 kids to turn in some change in exchange for bills. The bank teller (female) who greeted me was very nice and helpful. She showed me how to insert the change into the change rolls and she showed me how to close the roll when it's full. As I was in the process of putting the change into the rolls I was again greeted by a gentlemen named Kiely (Kiley). He was so nice and patient with me. He went out of his way to help me count the change I had with a change counter, he then helped me add the change into the rolls. Not to mention he waited in line with me and when it was my turn he asked the teller to help me and she too was just as nice as everyone else. Oh, I forgot to mention, as I was walking to the line some of the change had fallen out of the rolls. Kiely (the gentleman) helped me pick them up and put them back into the rolls (still being patient). I started to apologize to him and he reassures me that everything was okay and not to worry about it. As I was leaving he held the door open for me and my 2 kiddos and also for people who were entering. Overall my first time experience here was AMAZING!!!! I'd definitely come back and recommend this bank to anyone. Thank you Wells Fargo members for helping me today 2/22/23. It truly meant a lot to me.”
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1801 N Hacienda Blvd, La Puente CA 91744
“Melissa is a very knowledgeable banker, I came last sunday to pull out a loan, she updated me on my income to debt ratio, my FICO score, and how the payments for my debt are split into two (interest and the actually loan) I never knew that, which I appreciated very much. Today I came in to open a checking account with Kimberly another excellent banker, she was also very informative and genuine. She let me know all the benefits of my new account, which was very helpful. Also asking if it was okay to follow up in 10 business days as well as a 3 month follow up. Their service speaks for itself, and it's not just like they're just here to open accounts or give out loans, they really care about what they're doing for the customer. Thanks Melissa and Kimberly.”
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1150 S DIAMOND BAR BLVD , DIAMOND BAR CA 91765
“This is by far the best location to do your banking done. Everyone is so friendly and helpful. They make sure you are taken care of and you feel like you are valuable to them. I go out of my way to go to this branch. Thank you to the amazing team at this location.”
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14460 Merced Ave, Baldwin Park CA 91706
“This review is only for the Bank Manager Diana Aguilera. She is awesome! She helped us do a wire for a purchase, and her customer service is top-notch. It is so hard to find good service like this these days. Thank you Diana!”
