Don't use this group..after being with them for over 15 years they took accounts and moved with a…read moreperson nobody ever met without even a phone call sent a letter that came weeks later so your relationship means NOTHING! Beware!! I found another group with much better personal service !

Diana Reyes, Maria Alemán y Mary Ajungo are doing a great job at Edward jones de Valencia. They…read morevery friendly and professional. Diana Reyes had the patience to explain to me everything about my investing and retirement plan. Her expertise is very clear and that make you feel confident. Thank you to Diana Reyes and her team, you ladies are the best.

Great Bank! We needed Euros for our trip to Europe. My account officer coordinated it so we could…read morepickup the Euros close to home. We also needed extra cash and I forgot my check book. They gave me a temporary check to withdraw funds. Friendly, helpful.

I have been a City National Bank customer for over 30 years plus. I walked into the Valencia…read morelocation to perform a small transaction that I have performed many times before. The teller immediately looked at me and made at judgment call over a $300 transaction. He asked his manager for advice with proceeding, and she declined my transaction, I feel like a lot of people feel that I was judged by the way that I look. For someone that has 30 years plus positive history with a bank should not be treated this way. I went to another bank in the area and received superior service. It is so easy to just confirm funds. So if you think and look forward to seeing a friendly and professional people to assist you with a small transaction, do not go to this bank The rudeness is very uncalled for and truly unprofessional. These employees made no attempt to use customer service skills that I'm sure they are paid to use.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

I can't say enough great things about James Schramm at Schramm Financial! From the very first…read moremeeting, James made me feel completely at ease--he's incredibly knowledgeable, honest, and genuinely cares about helping his clients reach their financial goals. James takes the time to understand your unique situation and creates a thoughtful, personalized plan. He explains everything in a way that's easy to understand and never makes you feel rushed or pressured. What really stands out is his integrity and professionalism. You can tell he truly loves what he does, and it shows in the level of care and attention he gives. He's quick to respond, always patient with questions, and makes financial planning feel less intimidating and more empowering. If you're looking for someone you can trust to guide you financially--whether personally or for your business--James is the person you want in your corner. Highly recommend Schramm Financial!

Great bunch of trustworthy (and seeing they're entrusted with my money, that's important!) people…read morewho make the often-complicated world of finances a lot more manageable.

Received a call from CJ who went above and beyond to address the misunderstanding. Tenant has a 24…read morehour line, owners have a line as well. An out-of-town owner is well taken care of, as are their tenants and the property. Thank you very much CJ.

My husband and I researched and contacted several property management companies before deciding to…read morerent out our house. We chose Gable Property Management, and the entire process was incredibly smooth. From the initial contact to the final rental agreement, they found a perfect tenant for our house in just 10 days. The entire team, including Jennifer, Derin, Ryan, Ty, and Jess, worked exceptionally professionally throughout the entire process. I highly recommend them.

Our family is living happily ever after in a beautiful home. This couldn't have happened without…read moreJonathan and is team. Jonathan made us feel we were his only client. Extremely attentive and detailed to our needs. Jonathan went above and beyond for us. Saying "thank you" doesn't cover the gratitude we have for Jonathan and his hard work to place us in a home greater than our expectations.

This place is horrible ms.gross was so unprofesional after so many back and forths and empty…read morepromises we finally came to no agreement cause she changed everything she said so me and my family went somewere else.dont trust this place they are very shifty especially Ms.Gross.

My husband and I engaged Curtin's services for over 7 years. During that time we purchased 6…read moreannuities from him. He did not properly deliver any of them (i.e:. 1) hand us the policies (except in one case), 2) explain the policies and fees, 3) inform us of a free look as required in California. The first 4 policies were supposedly sent to us by the insurance company via UPS but were never received and we thought we were purchasing mutual funds so did not even realize we were supposed to receive physical policies. Without telling us, he included "living benefits" which we never asked for. So without knowing our rights to reject the policies, we were stuck with thousands of dollars of fees coming out of the policies for "benefits" we never wanted. We found out years later that he could have stopped the fees when the policies matured (and I asked him for years to do so). It wasn't until 2016 that I learned about "free looks." He also put the rest of my retirement money into an unsuitable investment that lost nearly 10% in less than 6 months. Several other of his clients also lost money in the same investment. At that point I told him to get my money out and he told me to wait another 4 months. When he did start the process of moving the money out, he failed to get the required medallion stamp which delayed the process by 2 months during which I experienced nearly another 10% in losses as the market continued to drop. The 4 policies referred to above and the investment are the subject of a FINRA disclosure (a regulatory authority). His statement in FINRA does not bother to mention the large losses that I experienced in the investment and he makes it sound like no money was lost with the annuities when thousands were taken out of our accounts in fees. Google broker check FINRA He also charged me a management fee for having my money sitting in cash in an advisory fund before investing it. He pretended to be our friend but took advantage of our ignorance and stupidity. Instead of fully disclosing information we needed during our meetings where he was supposed to review our investments and address concerns I continued to bring up about excessive fees, he burned up our time with idle chit chat about his family and other trivia. When I started confronting and questioning him as I realized what he had done to us, he resigned. Avoid this man. He did not look out for my best interests and it cost me dearly. And he is unapologetic about it as you can see in his FINRA disclosure.

My family and I have been with Lucas insurance for over 30 years! They are an amazing company and…read morealways provide a personal touch! We have been in some very tough situations and they've always been there for us like family! I would highly recommend Lucas insurance! They are professional, very well priced, and provide excellent service!!!!

My daughter is a first time driver trying to get quotes for auto insurance. She was extremely…read moreconfused as to why the person she spoke to, Mindy, was so rude and hung up on her. After speaking with us, her parents, I then tried to call the company back. Mindy answered the phone again, stated that she is in fact the one that spoke to my daughter. She refused to let me speak to anyone else, stated that she is the manager. She was extremely rude to me and even hung up on me. That is really unfortunate. I would never do business, nor refer anyone to do business, with this company. I'd give less stars if I could.

Gary Clark PhD has been my portfolio manager for over 20 years and he also advises me on tax…read morematters related to distributions, rollovers and estate planning all of which are way beyond my expertise. His choice of investments to properly balance and diversify my stock portfolio is impeccable as are his valuable suggestions for setting up tax deferred accounts at Schwab. Gary is an expert in his field to be treasured.

My family and I have been working with Robert Clark at Prosperitas Financial for close to a year,…read moreand we have been extremely pleased. He really took the time to get to know us and find out what is important to us; our values, and goals, so that he could cater our portfolio to our actual priorities and plans. Robert explains complex concepts in a way that makes them easy to understand, and he always presents options that are tailored specifically to your needs. He really listened and was able to build a comprehensive plan that is tailored to our family and lifestyle. He has gone above and beyond in providing advice and research for various scenarios that we may face now or in the future. We have found Robert and his team to be relatable, knowledgeable HONEST, and extremely helpful. Robert provides clear guidance and peace of mind. He truly cares about his clients. Robert's expertise, integrity, and personalized approach made all the difference in our financial planning journey. I always feel confident in his advice, knowing he has our best interests at heart. Thanks to Robert's guidance, we have experienced tremendous financial growth and peace of mind. Robert and his team exceeded our expectations and opened up several opportunities to maximize our potential. He made the process simple and as easy as possible. I highly recommend Robert Clark and Prosperitas Financial to anyone looking for trusted financial advice.

I've been going to Chris for 7-8 years now, and he will always be my go-to. The first time I went…read moreto him, he was so kind helping me untangle 3 years of back filing and made the entire process stress-free instead of an anxiety inducing hassle. This year, when I called to admit my wife and I tried to file via TurboTax but I had a gut feeling we did it wrong and asked him to take a look at what we did, and refile it if needed, Chris again, without judgement, and with the utmost kindness, did the research to re-familiarize himself with how to file as Domestic Partnership in CA, and was able to (again) untangle my taxes (that we definitely did wrong) and refile for us properly and in a very timely manner. The time and effort he put into our taxes saved us $900! THANK YOU, CHRIS!

Chris is simply the best, we've been using him for a few years and would never trust anyone else…read more He's responsive, thorough and nice too! Just go with him, even if you have someone else you've been using , you won't regret it.