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!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

One of my favorite Credit unions!!! It's very elite and the customer service is exceptional!!! This…read morelocation is most convenient for me and I absolutely love it!!!!! The ATM is where I always go to, but if I don't have my card with me I can use my license and that let me do my transactions. They are very nice and fast service. They even have a restroom inside, which is rare for banks/ unions. It's always clean inside and very welcoming. It is located in a very busy plaza , but you will eventually find parking. I suggest this Premier America if you want to make a quick transaction and less hassle. Five stars for me! -Marshay D.

I chose Premier America Credit Union because they were the only financial institution able to help…read moreme with a court-ordered blocked account. Before this experience, I didn't even know what a credit union was, but the entire team made the process smooth and stress-free. Patrick helped me open the account and was extremely professional, knowledgeable, and helpful. He took the time to thoroughly explain how everything works, which I truly appreciated. Justin and Alex have also been incredibly patient and supportive throughout this entire ordeal. Every time I walk in, I feel genuinely welcomed, and it means a lot that they always remember who I am. The level of personal care and customer service here is exceptional. I'm very grateful to have found Premier America Credit Union and highly recommend them.

Joy and Ellen are fantastic! They listen and pay attention to detail. My transactions are completed…read morein a timely manner and I feel like I receive good advice.

I cannot tell you how great Joy and Ellen are in handling all your affairs. A real person touch and…read morecaring duo. I highly recommend them to everyone.

I stopped by this Chase bank over the weekend to deposit some cash. I was visiting other stores in…read morethe plaza right next to this place so it was convenient for me. I parked at the supermarket plaza parking spot and just walk to this Chase bank. The bank has its own small private parking lot but the plaza next to it has more space so I prefer that one. When I walked inside, they had a indoor ATM or three people working the window. My withdrawal process was easy, basically told the teller how much I wanted to withdraw and then just putting in my Chase card into the scanner. I didn't have any issues here and was out of the bank quickly. There also a Amazon pickup locker inside the bank too.

I only really give this location a low rating because it's just not convenient. You'd think being…read moreon the corner of two busy streets & next to some large shopping centers would be great. Until you realize they have their own parking lot & you can't access it from the other center's parking lot so if you're shopping there, you need to either move your car or walk a very circuitous route to get in. Not to mention their parking lot isn't the biggest. It's just a hassle to get in & conduct your business. It really leaves me using this location as a 'last ditch' location. The staff is very friendly and helpful and the interior is nice and quiet so it's a good experience once you are in. So, if you don't mind the location, then this bank will give you a good option for whatever you need done. It's not not my favorite. I also don't really like that the ATMs are outside and on a busy sidewalk. Call me paranoid, but I just wish there was at least some sort of partition between you and the street just to avoid the chance of someone coming by & trying some shenanigans.

I went in on a Friday around 1:30pm and they were closed. I tried calling customer service and it…read moretook me forever to wait. So I didn't push through with my call. Same the next day, calling customer service takes forever. Until now I have not spoken to a CSR.

Bank Of America: $109 Billion Of Paper Losses Spell Earnings Trouble…read more Jul. 02, 2023 10:17 AM ETBank of America Corporation (BAC)C, GS, JPM, MS, TLT, WFC3 Comments3 Likes Cavenagh Research 5.51K Followers Follow Summary Bank of America has incurred a paper loss of approximately $109 billion due to its decision to invest heavily in U.S. government bonds. This loss is significantly higher than those of its competitors such as JPMorgan Chase, Wells Fargo, Citigroup, and Morgan Stanley. Bank of America is lame/incompetent!

My love my local branch been banking with them for over 25 years. Been going to this branch for at…read moreleast 18 of those years. Elaine, one of the managers has always been professional and extremely helpful. The tellers are always friendly and greet me when I enter the branch. I do come to the branch at least once maybe twice a month. We need more of that personal business. Especially when dealing with money you can't get online or on the phone. It's great to talk to a human being. Two on site ATMs. You have to park and walk either behind the building or next door in lot. Plenty of parking compared to most locations. Tip: Go off peak hours, first open and lunchtime are generally busy. Hours are 10am5pm Monday- Friday and Saturday 10am-2pm.

Citibank is literally the WORST! That's why they're being sued by the NY Attorney General. They…read moreclosed my account because I was trying to get money back that they owed me! For your own sake, please bank anywhere else!!!

Going into this we were honestly kind of terrified. Neither of us had bought a house before, and…read moreevery friend we talked to seemed to have some horror story about their agent. Erik was the opposite of all that. No pressure, no steering us toward places that didn't fit, just honest answers and a lot of patience with two nervous buyers. He made the whole thing feel doable instead of overwhelming. When we buy our next place, he'll be our first call.

The very best. Professional, patient, and courteous. Sold a rental property for us and got a good…read moreprice for it, even with tenants in situ.

My auto lease was winding down, and instead of doing the dealership two-step--turn in, haggle, etc…read more I decided to keep the car and buy it outright. I shopped around online for used car loan rates, and with my excellent credit, Logix Credit Union came out swinging with the lowest rate! I've financed several cars with Logix before, so I headed back to their Porter Ranch branch to seal the deal. Enter Miguel Moreno, - Sr. Financial Services Rep. The man was dialed in. Organized, knowledgeable, and completely on top of every piece of paperwork... no confusion, no backtracking, no "let me check on that." Just smooth execution. His customer service and follow-up? Phenomenal! The kind that makes you feel like you're not just another number in the queue. If you're financing a car and want it handled right the first time, I highly recommend this branch, especially Miguel. Professional, efficient, and zero drama. That's how it should be done!

This is one of my favorite locations to bank. The staff is always friendly and professional which…read moreallows service to be smooth and efficient. The moment you walk in you feel a great energy and vibe as you are welcomed with a smile. If you are looking for a bank that is truly about service mixed with a family vibe, this is the perfect spot.

My parents had their taxes prepared by Mallari and Associates last week, and after a great…read moreexperience, they suggested I meet with Joanne. As of an hour ago (on 4/10/2019), my taxes are done and I could not be any happier! Joanne is incredibly friendly, personable, and professional. She knows what she is doing and has been doing this for years. I was originally scheduled to meet with her yesterday, but after I was pulled for an urgent last minute meeting, she gladly accommodated my request to move our appointment to 5pm today. In just under an hour, my taxes were e-filed and at a very reasonable rate. Being relatively young in my career, I also appreciate her willingness to provide me with invaluable financial and investment advice. Joanne is a licensed CPA with tremendous experience in the industry, so she is someone I can certainly learn from. When it comes to money and taxes, we all need someone who is knowledgeable, honest, and thorough to guide and help us. Whether you seek tax preparation, accounting, or financial consulting services, I highly recommend meeting with Joanne.

My mom needed advice of a CPA. My husband found this business and I gave it a try to reach Out to…read morethem. Joanne answered me right away and was very professional. She gave the best advice she could and it was very comforting. It really helped my mom and help me.

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.

Same review I posted to Google!…read more My husband and I got our first ever home loan through Augusta Financial. At the same time, a friend of ours was buying a home and after we "secured" our rate with Dwayne, we found out that there were LOWER rates which could have saved us THOUSANDS because our friends got a significantly lower rate at almost the same time (within a week). Augusta Financial clearly did not have our best interests at heart. They came recommend by the real estate agent of my husband's family and we trusted him, so lesson learned to not trust the family realtor and do our own research. My husband did not want to start the process over elsewhere with the amount of time we had already spent and as we had found a home we wanted to purchase at a more or less affordable price. Also, they did not tell us our loan would be IMMEDIATELY sold to another company. We already had set up automatic payments and got notification in the mail 2 weeks after we moved into our new home that the loan was sold. Dwayne also could not spell in almost any email we received from him, which personally irritated me. Grammarly is free. Attention to detail was not strong and everything he required was always urgent, but when we needed an answer to something he was nowhere to be found until it was convent for him. I also had to explain things several times to several different people at Augusta Financial like they do not communicate with one another there... Overall, I would say we had a rough first mortgage loan experience and do not recommend Augusta Financial. Take your chances with them as they do not look for the best rate for you, and they do not give you all the information upfront unless you know what to ask for; as first time home buyers, we did not know what to ask and there is A LOT of information out there and so much to understand that it can be very overwhelming for first time homebuyers.