Investing near West Hills, CA

15 locations found near West Hills
View Map

“We've been using Hiller Enterprises for a couple of years now as our business and needs grow year over year. I have to say Micahel and his team are always customer service-focused with how they can make my life easier!Not only were they on top of messaging me and requesting the needed information by specific deadlines BUT they are always extremely helpful in the value they bring when helping me sort through my paperwork.They did a phenomenal job again this year as our tax preparers and saved us so much time and stress! We'd highly recommend Michael and his team to anyone who really needs the value of a "white glove" service and peace of mind :)”

5 Superb58 Reviews

“I love Logix! Every branch is filled with wonderful, helpful, and friendly employees. I love my local branch. Yesterday I went in to get a cashiers check for my final mortgage payment with another lender. That’s right, I just paid off my mortgage! ? Today I was surprised by a Congratulatory gift from Yesenia at Logix - Simi Valley Cochran St. Branch delivered to my door. Best credit union/bank there is! ? Thank you for the delicious goodies, Yesenia!”

4.8 Superb53 Reviews

“Thuan has been very helpful in educating me and offering me insight on how to properly invest and allocate my assets. He has been patient in my educational process and truly wants to see me succeed. I am happy to be working with him and will continue to do so.”

5 Superb31 Reviews

“As a financial planner, I rely on my trusted professional network to deliver great service in a timely manner. Mona Elhalwagy and her team at Forbix are part of our referral network for this reason. Mona is responsive, knowledgeable, and has helped several of our clients through their straightforward (and not so straightforward) mortgage needs. Thank you Mona!”

5 Superb30 Reviews

“Visited logix with our teen to open up a teen account for her. We were helped by Charles. Charles was very helpful, informative, and extremely kind. He helped our daughter understand the importance of having a bank account and how to properly manage her account. We greatly appreciate his exceptional customer service! Definitely see Charles for all your banking needs.”

4 Good48 Reviews

“I'm a past president of the California Association of Mortgage Brokers and I want everyone to know that when you have a need for private money you should go to Joumana Nasser who is the Director of Ops/Accounting Mgr at Agoura Hills. She is truly exceptional -- 10 stars! She is all about service and success.Joumana, I can't thank you enough.Leon Huntting, Sr. Loan ConsultantGuarantee Mortgage”

5 Superb9 Reviews

“I am very happy with this bank. Everyone there is always so polite and helpful. They are always well staffed , so there are no long waits to get help.I highly recommend this bank!”

4.2 Good21 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!”

4.1 Good21 Reviews

“The Woodland Hills staff is very knledgable and professional. They assisted our family with Estate needs. I would recommend getting an appointment. Very good staff to work with.”

4.3 Superb6 Reviews

“I’m so happy to find Bec Investments company and especially Mrs. Sherry Bibian who helped me to buy a new house as a first-time home buyer.I’m completely satisfied and recommend this company.”

3.2 Average11 Reviews

“I come to this bank whenever possible, as I enjoy the enjoy the ambience and good service of the staff here. Last week all my accounts had been the victim of an online hacker. Fortunately, I'd called WFB and they stepped in just in time to prevent the loss of funds. The next day I went in to unravel this mess. I was assigned to Beni. She took her time and patiently went through each transaction in all of my accounts, to sort out the many attempted transfers and withdrawals before the hacker was stopped. She then opened all new accounts, gave me folders for each one, along with a healthy dose of wisdom on keeping my finances protected going forward. She was a delight to work with. Bright, efficient, warm and patient. When our session was complete, she asked with a huge smile - "is there anything else I can do for you?" Only then did she head out for lunch, which she'd postponed just to finish my case.”

3.3 Good6 Reviews

“One of the Operations officers, Andriana is the best. She is caring, knowledgeable, confident, and thorough. She took the time to explain all the details of my transaction, a foreign wire. She is the best.”

3 Average6 Reviews

“I wanted to say that Derek Drinon is an amazing Branch Manager! He saw me waiting and he immediately came to me, and offer his assistance. He rescued me from the problem I was so concerned about and easily help resolve. For that, I am very thankful for. :) Not only was he able to successfully resolve my issue, I can also say that he was very kind, genuine and so warm-hearted. What a great guy! Wells Fargo is very lucky to have him as an employee. He honestly deserves a promotion!!! :D”

1.5 Poor15 Reviews

“Just a bank and doing my usual stuff. Expect longer wait times as we are still in a pandemic, hopefully not long though. There was a coin shortage but seems To be better now”

1 Poor21 Reviews

You May Also Like