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9:00 AM - 5:00 PM
1000 W San Marcos Blvd, San Marcos
Investing
“I had the pleasure of working with Jonathan at my first visit. The branch was SUPER busy and the line seem to last forever. The first thing that stood out to me was that Jonathan acknowledged me in the line and let me know he was aware I was there. When it was my turn he gave me his undivided attention while answering all of my tedious questions. He provided service that made me feel like family. TRULEY exceptional service from my other visits at other locations. He turned an ordinary experience extraordinary! Please feel free to reach out if you have any questions!”
10AM - 3PM
2231 Faraday Ave STE 100, Carlsbad
Investing
“My experience with First Republic bank in Escondido has been fantastic. Dolly, Miriam and the others have provided nothing less than stellar service. Their professionalism is top-notch. This is what banking should be.”
“Fidelity investments has been helping my family plan for our future for 30 years. They are an order of magnitude better than other services such as Vanguard, Wells Fargo, Ameritrade etc.And Fidelity is less expensive.”
“We are very happy with the services, advice and management of our funds. Our financial advisor has been attentive and quick to answer all our questions and requests.”
“After hearing a number of very positive and successful testimonials about Jim Lackey Associates I recently made an appointment with Jim to discuss options regarding my Mother's trust situation involving the financing of the estate. Our meeting was casual but our discussion was professional as Jim shared a wealth of information for me to consider. What I most appreciate is that our conversation was transparent as he plainly explained Lackey Associates services, the costs and expectations. He gave his opinion on some of the best options, to my benefit, for my plans to build a home. I strongly recommend you consult with Jim for his services, especially if you have a situation that is out of the box or need financing easily and quickly. Thankful for him and the services he provides.”
“I’ve enjoyed my experience here. I walked in without an appointment, needing help on a last minute request. They were able to immediately help me and even waived the usual fees. Everyone there was nice and polite.”
“Having relocated to SD I needed to secure a new banking relationship who can handle my very unique banking needs. After meeting with several people/banks it was clear I was fortunate to have the honor of working with Cilette Mitchell -- the bank manager for decades(?!) at CNB. Cilette assured me their bank is a similar to a small town bank and that she would ensure what we discussed would always be honored. In the end I feel blessed having met Cilette (and Yanina who's been my WONDERFUL personal account manager) and look fwd to working with them for years to come!On a side note, CNB is fortunate having such terrific people like Cilette and Yanina on their team. They exemplify customer service!”
8AM - 5PM
1081 Borden Rd UNIT 106, Escondido
Investing
“Rachel Currington and her team have gone above and beyond to help my husband and me untangle my MIL's estate, consolidate assets, and put together a long-term investment strategy tailored to our goals and needs. She's brilliant and caring---a genuinely nice person---and has a great network of professionals should you need referrals.”
9:30 AM - 4:00 PM
145 N Escondido Blvd, Escondido
Investing
“Everyone is really nice, and it is pretty clean inside. There are two drive through ATM lines and walk-up ATMs outside and inside. However, for some reason there is always a long line inside to see a live teller. Parking is never an issue, but the layout of the parking lot requires a little searching.”
“Matt is a great person to work with. He is knowledgeable with all types of financial products and services. Matt is not your average stock broker and he can do more than buy and sell stocks. I highly recommend Matt to anyone seeking sound financial advice.”
9:30 AM - 4:00 PM
1809 S Centre City Pkwy, Escondido
Investing
8:30AM - 4:30PM
2111 Palomar Airport Rd #330, Carlsbad
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“If you are in need of a financial advisor, give Spencer a call at Edward Jones. He will listen to and help establish your goals. He is extremely thoughtful and knowledgeable in retirement planning.”