Joe and his team did an outstanding job on my mortgage. Maintained excellent communication with my…read morerealtor and the title company,making the process very smooth. Answered all of my questions clearly and quickly. And, identified a mortgage with a great rate!

I love RBFCU. But over the years the Thousands Oaks location has been sub par! Not on one occasion…read more Every time I am here. ATM eats your card, ten people in line (2 tellers only). Everyone treats you like in between their other obligations (nothing) they will get to you when they are ready and not a minute before. And for the customer service... go next door to Whataburger. You stand a better chance of a greeting. RBFCU please open another location in this area so that this location can learn how banking is done. Thank you!

We have been banking here for decades at this location.We are now going back to the Air Force Base…read morebecause we do not feel safe in this parking lot.Too many sketchy people hanging around the bank in the last 6 months.

I came in Thursday August 6 for a cashiers check. I didn't notice the transaction went thru twice…read morefor over 1600. I got an over draft notification on Friday. I thought it had to be a mistake on my end so I add money to my account immediately. Turns out it was a computer glitch of sorts. I return to the same branch to have it sorted out. I'm there 45 minutes before the manager intervenes. Ridiculous. Unprofessional. Unknowledgeable on Robert's part. He was on hold and back and forth with teller support for over 20 minutes and all they came up with was, I've never seen this before. Unapologetic and uncaring of my time. Was at bank one hour. Left without resolution. Credit was given to my account sometime afterward. Closing my account because that's unacceptable.

I had an appointment to have something notarized and had to wait a while. The employee said I…read moredidn't have an "appointment" just that I had said what time I was coming in. I was annoyed, but then got a very nice apology note. Mistakes happen, but it was classy of them to follow up like that.

My daughter and I were buying a house in the Houston area. I was introduced to Frank Rivas at…read morepilgrim mortgage by my wonderful realtor Luis Zelaya and Diego at luis@parodifirm.com As a flight attendant for 23 years, working first class for 10 of those years, I definitely know what first class experience is. I definitely received first class service on this home buying process. The professionalism of frank which was unequal. Always available for any questions from text to calls to email. The next person was Vanessa her job was to get all of my documents ready to be processed by the underwriting department. She was very communicative and professional. I love the app where it was easy to upload my documents. Then I was recommended to Diana Truong insurance company. I like her honesty her helpfulness trying very hard to give me a true quote and at the same time trying her best to help me save. I bought houses before this was was a quick 3 weeks no stress process. The last step was Trisha from prime title. She also was amazing, Great communicator , very prompt at replying to me. Perhaps I would sum up my whole experience with these people perhaps as "CARING VALUE". Thank you frank and team for making our buying experience a success. I would definitely Recommend all of you guys. Margareth and Juliana

Pilgrim Mortgage is simply THE BEST! They worked tirelessly for me on an investment property. I was…read moreby no means their biggest client, but I was treated like I was their top priority at every interaction. They were so responsive, even on weekends, after hours producing approval letters for time sensitive offers within the hour most times, ensuring my offers could go in promptly. They stuck with me though the process, made investing easy. So knowledgeable, and always willing to share. I cannot say enough about how good they were. This was the fourth home I have purchased, and their no nonsense full service approach made my investment happen. I simply could not have done it without them.

Rating on investment is a 5. Assistance in office and 24 hour representatives I give a zero.i…read morecalled the 24 hour representative number When I wanted to cash in my mother's shares .I would get different answer from different specialist when I called. . I needed to make a name change as she remarried . I was told I had to drive to Houston (3 hours away) to make my mother's name change, and bring her marriage license and her financial power of attorney as I had to start managing finances. In Houston 1 person was in the office. I gave him all the documents , he photocopied them but seemed a bit distracted talking to someone who was not a client and came to visit. He gave us a paper that needed to be notarized and gave us directions for a mailing, packaging center that had a notary public. I asked wasn't this something that could be done in office. He said it was a Friday and he was the only one in that day and was not a notary, which Schwab should have taken the time to make him one if he was going to be alone in the office . The office was very large so I can't imagine everyone took the day off at the same time but yes they did. Later on I sold shares and asked for the check to be mailed as I could not transfer it to her bank as it was not listed as a choice. No representative could figure out why OR talked to any supervisor to have their IT people look into it. I needed the money to pay her rent, a representative told me he could overnight the check even though it was a Friday. The next day check did not arrive, Monday it did not arrive. Finally Tuesday it arrived but with the wrong name ( we did make the name change). Of course the bank would not accept the check as her first name was the only match to her account.When I called the representative number they did not have the necessary paperwork for the name change... thanks Houston office that's why I drove 3 hours. I mailed in the information ( again) and turn around was 14 days. By that time I took money out of my personal account to cover her rent. The rep told me they would put a stop payment on the check with the wrong name. I went into the office thinking in person would help with this transaction. The man who assisted me was very courteous but said the amount he saw in the computer was not the same i quoted as her available monies for withdrawal. He said it showed money was taken out, the exact same amount as the wrong name check with the stop payment I received. I told him there was a stop payment which he did not see because the previous rep did not enter the phone call details I imagine.Luckily the check was in my wallet to show it had never been cashed otherwise she would have been out of $7,000 dollars. This front desk gentleman told me he could do a wire transfer which I agreed to. He kept telling me he wasn't familiar with the form and possibly it was not the correct form to use and wasn't sure if the transaction would go through. Again no one in the office to assist him with this question. At this time I felt this was a ploy from Schwab to keep me from getting the money for my mother, because so many wrong answers , poor attention to detail, personnel not knowing the correct form to use .. it was so frustrating!!! I did finally transfer money into another bank account of hers that was listed in the site . The rest Of her money still is in Charles Schwab because now I will just transfer it into another bank account then transfer again into the correct bank. So it seems everything is fine until you want to sell shares and get money.

I have been a Charles Schwab customer for decades. They make it simple to build up your savings and…read moreindependence with minimal overhead expenses. Opening an account at Schwab is a good step towards financial freedom.