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9:00 AM - 5:00 PM
368C N Lemon Ave, Walnut
Investing
“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”
“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”
“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.”
“I had a wonderful experience at this Charles Schwab office. I had a big packet of paperwork I wanted help filling out. I was greeted by Ariel. She was extremely helpful and friendly. She was able to auto fill the paperwork in a couple of minutes saving me so much time. I really appreciate the wonderful customer service. I am new to this company but I know I'm in good hands.”
8:30AM - 5PM
815 E Birch St, Brea
Investing
“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!”
“I have been a customer of this branch for years and am always impressed by Sharon who is efficient and pleasant. Lately, I have also encountered excellent customer service by Mandy who is very helpful, friendly, efficient and knowledgeable. I am impressed by her patience, thoroughness and attentiveness when helping me with my deposits to have better rates for my accounts. Mandy is a real asset to your banking institution.”
8:30AM - 5PM
1370 Valley Vista Drive Suite 200, Diamond Bar
Investing
“Leon is great! I set up a few appts with him before for some financial advising advice and he was really helpful. He followed up via text and call to make sure everything was okay as well. Will definitely be back next time!”
“Our Financial Advisor, Joven Arella, started working at Morgan Stanley in 2020, so we are now clients of Morgan Stanley too. The office is very nice and located in Claremont. We really like the on line resources that Morgan Stanley offers. We also like the fact that we are now clients with such a reputable investment firm. Joven is an excellent Financial Advisor . We have been working with Joven for several years now and highly recommend him for any wealth management needs.”
7:30AM - 5PM
135 S State College Blvd Suite 360, Brea
Investing
“We were referred to Jonathan by friends and are pleased that we were. He’s trustworthy, professional and responsive. We like how he checks in and listens to your questions…even if you asked it before but don’t quite understand. He has us on a great path for retirement. Thanks, Jonathan!”
“I met with Robert for the first time today and I must say he really shed some light on things that were just at the surface for me and helped me realize what I've been doing wrong fairly quickly. He listened to my businesses story and made an assessment right there on the spot that opened my eyes and help me understand that I shouldn't be afraid to grow and work with other people. Thank you Robert and I look forward to working with your team.”
9:00 AM - 5:00 PM
1247 E Huntington Dr, Duarte
Investing
“I have been a Wells Fargo client for over 20 years I have always been happy with them I bank at the Myrtle Ave branch wonderful people the parking is not so good but the people inside help.during the corona 19 my branch was closed and I went to the Duarte branch even waiting outside for a long time to get inside the people inside again wonderful no big issues they took care of each and everyone with a smile and a thank you now that my branch on Myrtle is back open I still go to the Duarte branch several times a week both branches are very good the people that have left to go other places and to follow there dreams I wish them all well I will miss them but I myself will co tuneup and both branches wonderful people the tellers are always thankful for you coming I and they say so they have helped me through several difficult times with out any problems I can honestly say say THANK YOU all very much at both branches my name is Karen council”
9:00 AM - 5:00 PM
14460 Merced Ave, Baldwin Park
Investing
“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!”
9:30 AM - 4:00 PM
321 E Holt Ave, Pomona
Investing
8AM - 4:30PM
530 W Bonita Ave, San Dimas
Investing
8:30AM - 5PM
15111 Whittier Blvd # 380, Whittier
Investing
“My wife and I went for a free consultation several years ago and met with financial planner Anna Li Castro. Anna Li Castro provided that piece of mind they we were on the correct path with respect to our retirement goals. I would not hesitate recommending Anna to both family and friends for all your financial needs.”
8AM - 6PM
1151 E Foothill Blvd, Glendora
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“We went in and had the best experience. First the parking lot is easy to navigate. You walk in and yhey welcome you. Our teller Priyanka was very kind and sweet. The branch manager was listening to our conversation and offered some insight to help us. Honestly is was a very refreshing experience and we will go out of our way if needed to go there for our banking needs. Tha k you guys gor making me feel luke a person and not a number.”