Investing near Walnut, CA

14 locations found near Walnut

“We have dealt with numerous property management companies throughout the years and can wholeheartedly recommend Primior Asset Management. They are responsive, competitively priced, capable, and a pleasure to work with. Their reports are timely and complete and their communication with us is excellent. We have a high level of confidence that with Primior as our property manager our properties will be managed and cared for as if we were doing it ourselves”

4.4 Superb27 Reviews

“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.”

4.2 Good22 Reviews

“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”

5 Superb8 Reviews

“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!”

3.5 Good21 Reviews

“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!”

3.5 Good16 Reviews

“Thank you Timmas Wang for a wonderful experience at Charles Schwab. Despite being really busy with multiple clients at one time, you seamlessly handled multiple situations with confidence and ease. You promptly deescalated a stressful situation and we were pleased with your professionalism and customer service. Thank you again Timmas!”

3.1 Average14 Reviews

“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.”

2.8 Average38 Reviews

“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.”

2.6 Average18 Reviews

“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!”

2.2 Poor12 Reviews

“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.”

1.8 Poor28 Reviews

“***This review is for ATM use only*** I was in the Rowland Heights area yesterday evening. I needed to make some deposits at Wells Fargo Bank (WFB). There were 3 ATMs right outside in front of the bank. Very well lit which is great. Thank you WFB! It was late in the evening so I was constantly looking around to ensure nobody was lingering besides the people who are using the ATMs LOL. Surprisingly, while I was here making multiple deposits, there were at least 4 other customers who came by to use the ATM as well. Luckily, they came at different times so there wasn't a line. I normally don't visit the ATM at night... this occasion was indeed an exception! Happy Late Night Banking!”

2 Poor25 Reviews

“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.”

1.9 Poor31 Reviews