Investing near Villa Park, CA

“I was referred here by my real estate agent by the name of Jonathan. He told me to go to his accountant named Tony. My husband and I have been coming to Tony for the past 2 years! He was great! This year, he is booked, and we could only get remote appointments. I'm disappointed.... they said his partner Garett Jones is available for a meet. I've done a whole research on him... including yelp reviews... so far, my investigation is complete, and we have decided to go for it! He seems legit and has nothing but good 5 star reviews amongst the people. I'm hoping that he is as great as Tony, if not BETTER... I'll be updating here after our appointment.”

“After handling my investments for more than 20 years, I decided to entrust my portfolios to Lighthouse Financial Services thinking Mike Verity would be better able to manage my financial matters as the ecomomy became unpredictable and I was aging.It's been almost 5 years of a good working relationship with the entire staff at Lighthouse. Phone calls are promptly answered and requests taken care of without holding and being rerouted automatiacally. Everyone is cooperative, helpful to the nth degree, and patiently explain the situation.Emails are answered quickly, no matter how serious or trivial the queston.I've been a happy client and feel LFS shares my many concerns, which is a huge relief to me in my retirement years. I feel I was lucky to have chosen LFS as my financial advisors.pat”

“I have had the pleasure of working with the Cooke Wealth Management team for over a year now and would strongly recommend their services to anyone looking for wholistic wealth management and financial planning help.”

“WOWWWW. I have to say the servicing department at Val-Chris Investments has made major improvements over the last few years! Whenever I have a question or I need help with an investment issue I speak with Ryan Boulter in servicing and he responds back to me In minutes not hours or days. EXTREMELY detailed with his work. Nowadays you just don't find this level of customer service anymore.There was a time when I did not get this level of service but this has been dealt with at Val-Chris Investments and what a difference! I would highly recommend Val-Chris Investments!”

“I've never written a review about a bank before - I suppose I should have as I've been with some really crappy banks in the past (and I'm talking about the big guys).We came to City National because the bank we were using at the time apparently didn't want our business (it's a long story and I won't bore anyone with it). I did a huge amount of research and happened upon City National as they are a bank that deals with and understands the entertainment industry. This industry has its quirks and oddities that most banks just don't understand. After a phone conference, we decided to open our new business and personal accounts with City. Let me say, it was definitely the right choice.Jessie, Josie, Kassandra and Pedro have all been absolutely a joy to work with. They go above and beyond when we need their help. They always greet everyone with a smile. Here is a brief little story about why this team is amazing:Several years ago I needed to send a wire but I was out of the country. Jessie was also out of the country but when he found out that I was inquiring about sending a wire while I was out of the country, he literally called me directly to make sure that I was well. He was afraid that I might have been kidnapped! Mind you, he was on holiday himself and took the time to call me. He even had Josie try to reach me as well. I don't know about you, but to me, that is the very definition of amazing service and an amount of caring that one doesn't find with any other financial institution. As a business owner, it is so important to have a team of banking professionals that are responsive to one's needs and this is definitely the team!!Thank you Team Anaheim - you are the best!!!!”

“Logan is very knowledgeable and helped me open an account.It's good to see financial advisors and services that you can actually trust.Thanks again Logan and keep up the good work!”

“We have been associated with Chatterton and Associates since 2016 when we had utilized their services to revise our Living Trust with Attorney Holly Nabiey. In 2019 we moved our investments over under Certified Financial Planner Eric Oh. Eric schedules regular meeting with us to go over the status of our investments and we have been very happy how they are being handled. The staff is also very receptive and helpful whenever we have to the need to contact them or get questions answered. Chatterton also has informative events several times a year when I always try to take advantage of. I highly recommend this company for your Wealth and Estate Planning needs!”

“A+ customer service at this branch. My mom and I walked in without an appointment with a complicated request, and Jocelyn Gray at the front desk was so respectful and competent in handling everything. She had to juggle between us and the stream and customers walking in, and did so with great grace. Two other agents checked in on us and helped us with small things, too. Very impressed!”

“During my visit to the Charles Schwab Main Street branch, Alejandro Diaz's professionalism and knowledge stood out. He listened to my needs, provided expert guidance, and made the experience seamless. I would rate him 10 out of 10.”