Had an issue with my Debit card. Went to the Garnet Branch in Pacific Beach. Asked to speak to the…read moreManager. She refused to get out of her chair and speak to me. The counter person could not assist. Completely unacceptable customer service. I will be moving my accounts elsewhere..

I've been banking with this credit union for more than 45 years and I like their free checking and…read moreservice within their branches. I usually have total of at least $60K deposited in various accounts at this credit union. Unfortunately two of their policies are quite miserly. First of all, electronic copies of handwritten cashed checks I have written to pay bills are only available for a few months on their website and they have steep fees if you need a copy for unforeseen circumstances, such as tax records. Secondly they charge a $4.95 monthly checking fee if you don't pay at least 3 bills using the Bill Payer Plus feature. We usually have 10 or more payments made from our checking account each month but many of these are automatic payments and these don't count towards the 3 checks per month. The bank management should scrutinize these two policies and at least offer some leeway for customers with substantial deposits.

We have been getting our taxes done by Jessica for a few years. We appreciate her honesty and…read moreexpertise. Amber has also been very helpful. Thank you both!!

Jessica is great. We have been using her for 20 years. She has seen all our children grow up and my…read morewife and I really like her personality, her steady calm demeanor expertise and her attention to detail.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

Whether you are a financially sophisticated gazillionaire running a web of companies from your…read moremegayacht or the kind of person who goes to the ATM to see if they have any money, you need a financial advisor. But not just any financial advisor. You need Keith Paglierani. Keith will grasp all the details while staying focused on the big picture. Even if you have everything figured out, he'll have a few more ideas for you and see at least one issue and a solution you missed. And if something financially major suddenly happens (say you win the lottery or lose a job), you can pick up the phone any time, and Keith will be there for you with great advice based on rigorous analysis. Always delivered straight but with kindness. I met Keith when he did an analysis and financial plan for a relative who asked me to tag along as the financial version of a medical advocate. I was so impressed by Keith that I hired him as my advisor. I've worked with him for nearly five years now and have referred him to friends. Two other reasons I feel so good recommending Keith - Having shopped for advisors, I feel confident that his fee schedule represents the best value in financial advice you will find. - Because Keith has a group of support people around him, he can deal with lots of data, fast. A couple of times, I've buried him in paper, thinking it would be a couple of weeks before I'd get anything back, and each time he'd been back in touch in a day or two with great thoughts based on close analysis. Keith is money. Literally.

Jan and Karen have been our advisors since 2005 and we loove them! They are like friends to us…read more Ameriprise is known to be expensive, but they really help us out and never pressure us into doing things we don't want to do. They saved us from losing lots of money during the downturn in the economy. To me, they are worth every penny to make sure our investments are on track and to keep me from stressing about it all. I was originally referred to Ameriprise by a friend. His advisor was a family friend, so I trusted him. I was with him for about a year before I moved out here. My old advisor referred me to someone here in San Diego who would not return my calls or emails, so I was about to give up on Ameriprise. Then, I was referred to Jan Pretorius. I made an appointment and went in to visit him at the La Jolla branch. I then discovered he had a partner with him, Karen Purvis. He likes to take care of retirement and 401 (k) stuff and she likes to take care of expenses, insurances, your financial goals, etc. Eventually, they moved out into their own office at the Morena Blvd location. They acquired a paraplanner, Tracy, who is just as great. When we go in for our twice a year meetings, we are greeted by name and everyone is super friendly. During our visits, we track our spending and savings, mostly with Karen. We focus on how on track we are with our goals and talk about making changes if needed. Jan will then talk about the market and our 401 (k) and changes he's wanting to make, etc. I love not having to deal with all that! They've even made calls to try and help us out with things during our meetings and put the call on speaker phone for us to hear. Every once in a while, they will try to sell us the idea of something new, like life insurance. But, in the end, it is all our decision and have never ONCE felt pressured by them. I'll admit, we've gone against their recommendation before. They return all emails and calls usually in the same day. This office is very personable. They send us chocolate for Christmas, they sent us a wedding gift off our registery, and they call us for our birthdays. Seriously, I couldn't imagine using anyone else as our financial advisors. Based on other reviews of Ameriprise, it all depends on who you get as an advisor. We got lucky. They do a terrific job and anyone interested should call them up for a free consultation.

I would not recommend Heath and his staff. I feel like Heath only wanted my money and gave me lip…read moreservice when dealing with my tax problems. He seemed very "scammy" overall and after reading the other reviews I know that I am not alone in my experience. Please keep sharing these experiences because word is bound to spread hopefully. He has a younger assistant that I thought was his daughter... it was his girlfriend. Opps. So that he cannot say I was not a real potential client, I use a different name on here so he and other I badly review cannot attack me personally.

I am working with PB tax Center since 2008, they are helping our company file corporate tax returns…read moreand sale tax returns and they are a valuable resource. Heath is great! always ready to help and answer any questions I might have. The support and help is above and beyond! I would highly recommend.

Working with Tim Dyre has been one of the best financial decisions I've made in planning for my…read moreup-and-coming retirement in three years. I came to him worried about whether the monthly amount I was pulling from my investment account was safe--too high and I risked depleting my savings too quickly, too low and I wouldn't enjoy the retirement I've worked for. He walked me through detailed modeling (including various market scenarios and inflation adjustments), helped me understand safe withdrawal rates tailored to my specific situation, and gave me a clear, personalized plan that balances income needs with long-term security. The process was thorough yet easy to understand, and I left feeling much more secure about my financial future. If you're in or approaching retirement and want expert help with sustainable withdrawals, do give Tim Dyer a call today! He is outstanding!" Five Stars!

Tim responded extremely quick. I reached out for hourly financial advise and he does not offer an…read morehourly rate. He was very helpful with a recommendation though. Thank you.

I have hated numbers since childhood, so when it comes to providing my numbers to an accountant, I…read moream a nightmare come true! But I have always liked writing, so the least I can do here is to say a huge thank you to David Woods for his extreme professionalism and patience with me. I was slow, he was fast! I was forgetful, but he was right there thinking for me!!!

From the owner: Income tax preparation Tax planning…read moreBusiness consultation Audit defense Tax collection representation

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

I had to go in this morning to California Coast. Luckily Sandra was extremely helpful this morning…read more Kathy at the call center was not!!

Been banking with them for 19 years and am being kicked out, even though I have a perfect track…read morerecord with them. Applied for a small personal loan and I had to go to a branch to get an answer 12 days later because I cannot get answers with the phone app anymore. I tried to mobile deposit a check and I am told I cannot deposit checks by app anymore. I tried to link an external account to pay my bills in lieu of using calcoast, but I am told I cannot use the app for that anymore. The only thing they do now is take in money via direct deposit and I have to go into a branch to do anything after that. It's like banking in the 1970's; Bazaar.

After a fairly intense search for an tax specialist, I decided to go with Fred Karma at Financial…read moreAccounting Services. My wife had inherited stock from VP Bank in Liechtenstein up her mothers passing, and with the transfer process the "stepped up cost basis" upon her mothers death was not determinable due to a number of factors including a 5 year inheritance battle. Fred clearly knew how to handle the situation thus saving myselt and my wife a lot of worry. I highly recommend Fred Karma.

Fred and the entire team at Financial Accounting Services has been incredible to work with…read more Thorough, quick with excellent quality, prompt and secure communication and just a lovely team all around. Highly recommend!!