“Not your average wealth management company. A very personalized down-to-earth experience makes all this a lot easier. They really do think about your wellbeing first, and don't have the legacy business model that drives me crazy! Thank you WPWM!”
9AM - 2PM
2820 Townsgate Rd #120, Westlake Village“Love the location, love the people. Have several accounts here. Hours are excellent; easy parking. Always greeted with smiling faces. Diana Galvez, the Branch Relationship Manager, has been incredible with helping me with a small, technical issue that no one else could seem to solve. And I'll usually go straight to Melisa at the teller window for my transactions. The best! And be sure to snag one of the lollipops at the reception desk on your way out!”
“Mr. Warren and his company have been extraordinary to work with over the last few years. We have been able to go above and beyond initial projections. It has been a true blessing!”
“Chris Hardt has done a spectacular job successfully managing my portfolio, especially through these recent chaotic times. His office staff is wonderful and very responsive. Nadia, who is a financial advisor working with Chris in this office, is warm, professional and knowledgeable. She took the time to connect with my son, who is on the spectrum, and engage him in becoming interested in his portfolio and making decisions around it. I was very impressed and grateful.”
“Velocity Mortgage is a great private money lender to go to for subprime lending. My AE is Steven Haig and his "Top Notch" Account Manager Agnes Dinh...Steven always keeps my abreast as to whats going on with the loan and Agnes has a no-nonesense take on getting the loan to the final stages...They are both on top of the loan and will get the loan to the finish line ahead of scheduled closing date..Great private money lender to work with!! I would highly recommend this lender to other brokers to fund your upcomiing deals...”