Araz is incredibly knowledgeable and was able to guide me through my entire loan process when we…read morewere purchasing our home. The staff is also very friendly and helpful. I highly recommend doing your next loan with optima lending.

Great service by Lilit! She helped us from day one in getting all our documents ready for our…read moremortgage and guided us through the process until closing. As first time buyers, she helped us navigate the complicated process of applying for a loan. Would definitely recommend reaching out to Lilit for anyone looking to buy a home!

I had another great experience working with Alan Shelley at California Credit Union. Alan took the…read moreinitiative to let me know that I was eligible to refinance my home at a lower rate. This was greatly appreciated because I do not keep my eye on the mortgage rate market since I am terrible at financial planning. Alan saved me over $200+ each month on my mortgage payments and all the closing costs were covered by the credit union. An incredible deal. Alan made the process seamless for me and explained all the technical details. Whenever I had a question about the technical jargon, Alan would break it down for me in layman's terms. I am a big believer in nonprofit banking, so it felt really great to not only refinance with a credit union but to also know that my mortgage remains with the credit union for the remainder of its term.

I had a very disappointing experience over the phone with Sandra Middleswart from the Glendale…read morebranch while applying for a loan. When I tried to explain my income, which includes SSI disability benefits and IHSS paystubs, she repeatedly interrupted me and spoke in a disrespectful tone. She even said she didn't know what SSI was. I understand that future hours cannot be counted, but I was only trying to explain my actual verified income and offer my documents. Instead of helping me or giving clear guidance, she blamed me for listing my full income and left me feeling talked down to. Her attitude was unprofessional and dismissive, especially considering that I was only asking for fair consideration of disability and caregiving income. I hope management reviews this situation carefully and ensures applicants are treated with respect, whether in person or over the phone.

Very professional company! I trust them with all my financial needs and Rania makes everything just…read moreeasier. Thank you for everything you do for my business.

From the owner: 1st Capital Financial is the leading authority for small business financing, tax services, and…read moreemployee benefits. We employ an extensive partner network, over 30 years of industry experience, and a client-centric approach for thousands of businesses each year.

I've been working with Tony Watson since 2013. He does our personal returns, our S-Corp returns,…read moreand until I took it on myself he did our daughter's trust and partnership returns. I very much appreciate Tony's work and the conversations we are able to have. I feel that he shares his knowledge, experience and judgment and provides solid value for his fees. And our conversations are enjoyable. That counts for something!

Bob's been doing my business and personal taxes for 15 years…read more I've referred a lot of people to him because he's the best! If you own a business, you owe it to yourself to check out Robert Hall & Associates.

I worked with these folks about 10 years ago and again now. Both times they were fantastic to work…read morewith! Tom made the process easy and hassle free! I would recommend them to anyone that needs working capital quick and without the stress.

Great customer service! I would be happy to use them again. Pacific capital came in hand at the…read moreright time

We've been working with Ruben for about 2 years now. He has been a consistent source of…read moreprofessional support! Ruben is responsive, empathetic, and extremely efficient. If you have a question, rest assured- he will find the answer! If you are a new entrepreneur trying to navigate the logistics of establishing a business, add Ruben to your contacts! Thank you Ruben!

Ruben had helped me a lot get most of the major paper works done for our new business. He's very…read moreknowledgeable and patiently answered all my questions. He was diligent in following up about the licenses that we applied for. I highly recommend his company, especially if you are a small, new business owner!

I've had such a great experience with Bank of California! The team is incredibly friendly and…read morealways ready to help. They make banking feel easy. I'm always treated with respect and genuine care.

Thank you to Bertha and her staff at Banc Of California Glendale branch for their professionalism…read moreand customer service. Her staff addressed all my concerns regarding the banks conversion from Pacific Western Bank. Their reassurance and continued joyful attitude is a primary reason why I remained loyal to this organization. Their honesty and transparency reenforced my trust. To date, I am impressed with the recent upgrades. Her staff continues to be responsive, and they take the time to walk me through these changes. The Glendale branch remind me why I remain loyal to Banc Of California.

Robert has an incredible ability to get straight to the heart of the matter…read more When we first met, I was facing major challenges and I remember being asked this one (of many) powerful questions: "Does your life work?" My answer was no! With his guidance, I transitioned from a broken business built on sweat equity and no pay to a life and business focused on what truly matters--creating real results, wealth, and success. Attending his group workshops and one-on-one sessions was a game-changer. The workshops provided fresh perspectives and personalized feedback for all participants, while the one-on-one sessions gave me clear, actionable steps. If you're ready to do the work and create a life that works, Robert Chun at RSC Business Group is the coach for you.

Working with RSC Business Group has been so helpful! I was skeptical before meeting with a company…read morewho purports to know how to grow my business (especially because I work in a less common field), but after just the first meeting, I started to benefit. From working together, they have 1) given me simple, powerful direction, allowing me to take small steps that would make big changes, 2) saved me time and resources by directing me away from mistakes I might have otherwise made, and 3) motivated me to take necessary steps I had been pushing off. I found great value working together.

Extremely well together person, who is willing to share knowledge and an understanding experience,…read moreChelsea's work speaks for itself.. the other part comes from ourselves, that will make the process all worth the effort.. we met with Chelsea through recommendation an appointment was arranged, doing my part at the moment and thought to share. I believe these are all values that must be taken to make it work until our next meeting.. we thank you Chelsea

I started working with Chelsea just as I made a major change in my real estate career. As I was…read morelaser focused on my business and doing great I was not in the same position financially. Chelsea helped me to realize many of my money spending habits stemmed from my past. I needed to learn a new way of thinking about money and how I related to it. I felt her sincere desire to help me and would recommend her to anyone that is serious about gaining control of your finances. The biggest take away for me...my mind shift in realizing the best reward I can give myself is the security of an emergency fund and savings. The best feeling in the world is financial independence, she will help you get there!

My husband and I recently reached out to Earl from Wealth Arc Investments to explore setting up a…read morefinancial advising session, and we couldn't be more impressed with the experience. From the moment we connected, Earl was incredibly generous with his time, spending a full hour walking through our unique financial situation in detail. He took the time to truly understand where we're at, asked thoughtful questions, and offered a wide range of insightful recommendations tailored specifically to us. What really stood out was his ability to clearly explain technical terms and concepts that had confused us for years. By the end of the call, we felt more confident and informed than ever before. To our surprise, Earl didn't charge us for this initial session, which speaks volumes about his character and commitment to helping people. When we asked about his rates moving forward, we found them to be very reasonable, and we absolutely plan to return once we've implemented his advice. You can easily tell once you meet with Earl that he is genuine, highly knowledgeable, and truly cares about the people he works with. If you've been considering working with a financial advisor, we highly recommend giving him a call. He's an incredible resource and a wealth of information.

I had the opportunity to speak with Earl on the phone for nearly 30 minutes yesterday and I cannot…read morerecommend him highly enough! I had two main questions / concerns about my finances that had been weighing on me, and he took the time to clearly and patiently explain everything in a way that felt accessible and empowering. He gave me truly 10/10 advice completely free of charge, which honestly feels rare these days, especially when it comes to money. It's clear that Earl genuinely wants to help people and is not just in it for himself. That level of integrity and generosity really stood out to me! I will absolutely be referring others to him and will not hesitate to reach out again if and when I need more guidance. Thank you Earl!