Investing near West Hollywood, CA
30 locations found near West Hollywood
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Investing
9:30 AM - 4:00 PM
8571 Santa Monica Blvd, West Hollywood
Investing
“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!”
8AM - 8PM
15760 Ventura Blvd # 700, Encino
Investing
“Alec has been a wonderful financial advisor to me. I found Alec in 2021 and have been quite happy with him ever since. He is always available to answer any questions you may have and is always willing to help. I highly recommend Alec.”
Investing
“RVW Wealth are the best in the business. Their entire focus is geared toward the long term financial well being of each and every client. They will build a portfolio that is right for you, based on your financial needs and goals. Highly recommended!”
11AM - 7PM
13101 Washington Blvd #241, Los Angeles
Investing
“I've been working with Jen for about a year now and know I'm in good hands. She's guided me through a few different situations so far. I really appreciate that she gives advice in a warm and supportive way; it's clear that she truly cares about her clients.”
Investing
“First Republic Bank in Santa Monica is the best bank on the West Side! The representatives and bank manager are personable, efficient, respectful and are a pleasure to do business with. And the cookies cannot be beat!”
Open 24 hours
15760 Ventura Blvd # 700, Encino
Investing
“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.”
9AM - 3:30PM
525 W Manchester Blvd, Inglewood
Investing
“I dealt directly with *** and was more than satisfied with all aspects of the transaction. Really appreciate the no bs manner of showing the current values and pricing. Easy peasy purchasing and sales process. *** worked with me every step of the way. I am a very satisfied customer and will continue to do business with them exclusively.”
Investing
“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.”
Investing
“When Bank of America (where I've had my mortgage and checking account for decades) failed to help me with a HELOC, I made a call to City National Bank in Santa Monica and luckily reached RAQUEL PRIETO! Raquel worked diligently to secure my HELOC and was a pleasure work with! She made the process feel like a throwback to the banking days when you knew your banker and they cared about your situation. Raquel not only got me the loan, but continues to offer me the best client services I have ever experienced!! I have recommended her to many friends. I remain grateful that Raquel was there to help me. Without her, I might not have been able to keep my home.”
Investing
“We have really liked this branch. It has always felt friendly, personal, and safe. Ana Quzian has been great, she is our point person there. She is so efficient and pleasurable to deal with. We are sad to hear the branch is closing. We aren't fans of another local branch. We hope the other branch, close by, gets better. But it feels like an attitude problem. The people are also nice at the Lankershirm office, but it's farther for us. But I'd rather drive farther than feel uncomfortable. Anyway, Ana, thank you for your help, always.”
Investing
“Brett helped me with some Tax loss harvesting and set me up for success. Saved me plenty of money. I value the work they do. Recommend working with Brett and also getting a good strategy. If you are not sure if you will want help long term let them know you can get advice for a reasonable price. Worth it when making long term decisions. Thanks guys”
Investing
“I am with UCLA Health Axuiliary. Vicky Zekiyan is our bank representative for our account with CNB. She has gone above and beyond to support us throughout the entire PPP application process and is there for us anytime we have questions or issues regarding anything related to general banking as well. I truly appreciate her and the way she represents CNB. She is informative, professional and very personable. She makes banking with CNB a personal experience for her clients. She is gold!”
Investing
“* Aplomb* Professionalism* Classiness* Reliability * CompetenceThese words are synonymous with First Republic Bank; and this branch in particular. The faceless directors at the top involved with the financial imbroglio are people I'll never see.The people coming face to face with depositors, on the other hand ....that's what's important to me.A refreshing branch experience, and a world class online user interface for personal AND business banking make me glad this is where I do business.”
Investing
“I love First Republic! The customer service is amazing. Jhon-Michael and Lyndsey at the CC branch are great. Responses are always timely and friendly. I have 3 accounts with FR and have great experiences with each. I also appreciate all the amazing and generous swag!”
Investing
“Found sam through a web search and he emailed me very promptly and professionally. I had a couple business questions and wanted his input. He listened, understood and provided me with the answers I needed. Highly recommend!”
Investing
“There is a branch closer to where I live, but some of the employees from that branch moved to this one years ago, and whenever I used this branch they all greeted me in such a friendly way, which was definitely appreciated. When the other local branch where we had our safety deposit box closed and relocated here, there was an even greater incentive to bank at this location when we need something 'in person' vs. online. Every past encounter with tellers, security or customer service agents has been stellar -- extremely friendly, courteous, professional and so helpful. Drive up hours are also a plus. I have to agree with Jay about the slippery floors when it rains, but that is a minor complaint, easily remedied!”
Investing
“There are closer CNB locations to me, but I choose to drive to this one since they have a drive-up teller. So convenient, and not so difficult to navigate through the parking lot as I read here. There's usually only one car in front of me (if any) and the teller is very pleasant.”
9:30 AM - 4:00 PM
11601 Wilshire Blvd, Los Angeles
Investing
“We just closed escrow on our home over a month ago. Our mortgage Bank, Mark Finberg was absolutely incredible! There is no doubt that we would have lost the opportunity to purchase our dream home without his prompt response and hard work. He went beyond the call of duty to cooperate with the Seller's agent and get us pre-approved on the weekend. It was truly a blessing having him on our side throughout the entire process. We simply cant thank him enough. I will definitely recommend him to anyone for mortgage needs”
Investing
“Only 5 stars because Dixie topchan was so nice. She didn't discriminate against me. She smiles and laughed at me and I was already having a bad day but she made it better”
Investing
“Personalized high level customer service is exactly what one should look for or expect from a financial institution. Think Nordstrom meets the banking industry. Couldn't be happier!”
Investing
“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.”
Investing
“I'm so HAPPY that I don't have to drive to Beverly Hills to get this type of banking. Customer service is EXCELLENT !!!! Yes I did open an account with City National Bank 3739 S. Crenshaw Blvd. in Los Angeles, Ca 90016. I was in banking for over 20 years & I know when a bank's priority is the CUSTOMER . You don't feel rush when you are at the bank, they take the time that is need to help you. Peter Jackson Vice President Branch Manager & the his staff all very professional, knowledgeable & great listeners. Welcome to the neighborhood City National Bank !!!”
Investing
“We have been business customers of City National for a long time. Their customer service is really top-notch. You can always get someone on the phone and they are very helpful and knowledgeable. This has been critical to business especially during the pandemic with all the additional challenges that small businesses have had. They are the perfect balance of a small "local" bank with personalized service but big enough to handle your business needs.”
Investing
“Sterling handled my TIC mortgage loan and did a fantastic job. I'm a first-time homeowner and shocked by the bad reviews I see here on Yelp. Sandy, our loan officer, was incredibly communicative and helpful the entire process, ensuring things ran smoothly (our Escrow period included Christmas and New Years, what a nightmare)! TIC loans are a bit harder to qualify for because they are higher risk, but both Sandy and her assistant were there to help wrangle the many documents required and follow-up when the underwriter had questions. When we had a weird thing get flagged by a parent's credit card, they put in the extra work to help us clear up the issue. Overall, I felt they advocated for the loan happening and actively helped close it on time (a few days early, actually!) We dealt with some annoyances during the process, but again, Sterling always explained how we could overcome the hurdles. When I went into the office to sign some in-person paperwork, the staff were kind and very professional. Definitely recommend Sandy if you are buying a TIC!!”
Investing
9:30 AM - 4:00 PM
900 Montana Ave, Santa Monica
Investing
“This location on Miracle Mile Wells Fargo has an awesome team and dedicated staff especially Aad, Toushkan always takes initiative to help customers find the best solutions for their needs. Thank you Arad!!!!Joon Cesar”
9:00 AM - 5:00 PM
170 Pier Ave, Santa Monica
Investing
“This rating is for one employee only. Joseph Farog is the best business account specialist. He is so patient and proactive. I recently had an issue with my business account and he was the only one who 'got it' that this should be an easy situation and cared enough to see it through. He spoke to head offices etc and even found that there is a flaw in the system that should be fixed. Worth his weight in gold.”
9:30 AM - 4:00 PM
707 Wilshire Blvd, Los Angeles
Investing
“I had to do some complicated banking here, and arrived without an appointment. I was very pleased that Mayra, one of the bankers, worked with me for a very long time - even through lunch - so that we could get things done. She had to deal with the legal department on the phone for document approval, and had to get her manager to approve other things, and I was very impressed with how she stayed on task until she was able to close several accounts and hand me cashier's checks.”
9AM - 5PM
407 Colorado Ave, Santa Monica
Investing
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