Investing near Sun Valley, CA

11 locations found near Sun Valley

“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

“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

“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!”

4.3 Superb45 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.”

3.7 Good213 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.”

4.1 Good15 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.”

3.7 Good12 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.”

3.7 Good10 Reviews

“The staff at Wells Fargo Bank displayed an exceptional level of professionalism and knowledge. They patiently listened to my inquiries, addressing each of my concerns with care and attention to detail.”

2.8 Average57 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.”

2.7 Average21 Reviews

“All the staff have exceptional excellent service! I needed to make a wire transfer and the banker Fatima Salazar accommodated me in less than 5 minutes even when she was so busy and I didn't book an appointment with her. I've been coming here for years and they always perform top notch! Keep it up Van Nuys Branch! Thanks again Fatima!”

1.4 Poor9 Reviews

“5 stars for every manager that works here. I had some confusion with my account and they went above and beyond to help figure it out. This branch specifically operates more like a small/family owned facility. Every experInce I'd had with this branch has been pleasant. Keeping my business with Wells Fargo specifically from this branches management team!”

1.4 Poor52 Reviews

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