Investing near Sherman Oaks, CA

21 locations found near Sherman Oaks

“RVW has been an invaluable partner in my financial journey for many years. Their commitment to exceptional customer service is truly remarkable. I consistently receive personalized attention and feel valued as a client.

RVW also provides insightful investment analysis and educational materials in the form of emails, webinars, and in person presentations. This helps me to make informed decisions about my financial future and navigate market volatility with greater confidence.

I highly recommend RVW to anyone seeking a trusted and knowledgeable wealth management firm.”

5 Superb55 Reviews

“I had a great experience working with Alec Tuckman. He offered clear, practical advice on how to better manage my finances and gave me helpful strategies that actually made sense for my situation. You can tell he really knows his stuff and takes the time to explain things in a way that’s easy to understand. I appreciated his professionalism and would definitely recommend him to anyone looking for a solid financial advisor.”

5 Superb75 Reviews

“I've been a customer at PPB Encino for three years and my experience has been excellent! The manager Sheila and all the staff are awesome. As a small business owner, I was initially attracted to this bank by their safety ratings and diverse loan products. The tellers are friendly, the lines are never long, and the one-on-one experience and follow-ups for questions and concerns are amazing. Unlike other banks, I actually look forward to coming to this one. Keep up the great work!”

4.5 Superb45 Reviews

“This review is for Ben Rosbach. I became a client about seven months ago, and I’ve been consistently impressed and completely satisfied with his services. Not only has my portfolio performed exceptionally well, but Ben has also been incredibly communicative, responsive, and attentive to both me and my goals. When he first evaluated my financial situation, he tailored my portfolio to align with my risk tolerance as well as my short- and long-term objectives, and he also offered thoughtful guidance on managing all of my assets — not just the ones under his direct management. That showed me he truly cares about the full picture of my financial health, not just the areas tied to fees.

As an officer in the military, I have unique financial needs, challenges, and benefits, and Ben has been outstanding in helping me navigate all of them. I’m genuinely grateful to have found him. I’ve already recommended him to several of my peers in the military, many of whom have since become his clients — something I wouldn’t have done if I had even the slightest reservation about his abilities.

Overall, working with Ben has been one of the best financial decisions I’ve made, and I couldn’t recommend him more highly.”

3.8 Good178 Reviews

“I have been a member of Logix since 2011 and I am very pleased. The staff has been friendly, knowledgeale and always willing to assist. I am impressed with their online banking platform- it is user-friendly and convenient. Highly recommend for the saving rates alone.”

3.6 Good213 Reviews

“They're experienced and Mr. Cohen has the most possible certificates related to this business. Dear Bibian kindly help you to get the best possible rate for any types of loans such as first, second, HELOC, Refinance and much more. They helped me a lot when I needed the most. Please don't waste your time with others. Go straight there. I feel like I owe them for all my life. Thank you so much BEC Investments team.”

4.4 Superb16 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!”

5 Superb9 Reviews

“Former contractor and employee ..... great place to work. Met some very welcoming and understanding professionals at this location who not only embedded in me the skills needed to be successful within the company but also in the industry of post production services.”

4.2 Good15 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!”

3.5 Good65 Reviews

“I don't usually take time to write reviews but the exceptional service that Maristel Vasco, the Relationship Manager VP Long Beach branch has definitely went above and beyond her job description, she had closely followed up on my application, answers phone calls, emails and any client inquiry efficiently and speedily. She take time to answer questions and able to multi task to be able to deliver results not just in time but even ahead of due dates. The process of my refinance was not smooth sailing but Ms. Vasco's service recovery has really made me relax during the process. Ms. Maristel Vasco is a true gem in your company. Kudos to CNB for having a highly competent relationship manager.”

4.3 Superb10 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

“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!”

3.7 Good10 Reviews

“I see lots of negative reviews in the past, but I recently visited this location and customer service was great. My financial advisor, Mr. Mooney, was helpful, knowledgeable and clearly answered all of my questions.”

3 Average19 Reviews

“I have been using this particular branch for last few years. The staff is amazing, especially Jack Marabyan. He welcomes me with open arms and smile. I feel welcome and feels like family. I recommend CNB to all my friends and family because of the way I am treated.”

3 Average12 Reviews

“There is a branch closer to where I live, but some of the employees from that branch moved to this one years ago, and whenever I used this branch they all greeted me in such a friendly way, which was definitely appreciated. When the other local branch where we had our safety deposit box closed and relocated here, there was an even greater incentive to bank at this location when we need something 'in person' vs. online. Every past encounter with tellers, security or customer service agents has been stellar -- extremely friendly, courteous, professional and so helpful. Drive up hours are also a plus. I have to agree with Jay about the slippery floors when it rains, but that is a minor complaint, easily remedied!”

2.7 Average31 Reviews

“I'm so HAPPY that I don't have to drive to Beverly Hills to get this type of banking. Customer service is EXCELLENT !!!! Yes I did open an account with City National Bank 3739 S. Crenshaw Blvd. in Los Angeles, Ca 90016. I was in banking for over 20 years & I know when a bank's priority is the CUSTOMER . You don't feel rush when you are at the bank, they take the time that is need to help you. Peter Jackson Vice President Branch Manager & the his staff all very professional, knowledgeable & great listeners. Welcome to the neighborhood City National Bank !!!”

3 Average7 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 Average12 Reviews

“Noor Ninja Boy must have the wrong company. Sierra Investments takes great care of your money, and their customer service is a cut way above the rest. We have been with them for over 30 years.”

3 Average5 Reviews

“This is officially my favorite City National Bank!
I had a complicated and time sensitive transaction and their team was gracious and professional from the moment I walked in the door.
Senior Associate Amin Rad took the time to customize my banking experience and expertly resolved everything for me.
And on my way out, I met a celebrity who is also a client of City National Bank: I can see why they choose to bank there, it’s a bank that knows how to prioritize the customer.”

2.6 Average21 Reviews

“I have been a customer for over 20 years and I have been very pleased with the service in several cities (Sacrament, Portland, San Francisco), but I must say that Stacey from this location was my favorite representative to meet with. My wife and I had a very informative consultation with her last week. She is a great listener and provides appropriate advice and solutions for our various financial planning questions and needs. A+”

2.3 Poor21 Reviews

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