Amber and Karen are a great team! Very trust worthy and friendly. Great advice and communication.read more

Are you on track to wealth? Do you have a hands on manager investing in AI and other aggressive…read moretech companies? Are you making money while you sleep? If not you need to call Eldon Gutierrez of Edward Jones in Menifee: Not only professional and knowledgeable but a person of integrity. Located very close to Menifee City Hall off of Newport.

From the owner: As an Edward Jones financial advisor, I leverage all the resources of a Fortune 500 company to help…read moreyou prepare for retirement, pay for education and protect your goals from the unexpected. As a California native, I see how hard many people in our community work, yet still struggle to achieve their financial goals. My mother has always had an incredible work ethic, but she lacked the professional guidance needed to plan a comfortable retirement. These experiences inspired me to become a financial advisor. Reaching out to a financial advisor might feel a little scary. But don't worry, our initial appointment is just getting to know you better, including your needs, concerns and goals. I want to understand what's most important to you. If you decide that I'm a good fit, we'll transition toward building personalized financial strategies to help you achieve your goals. Don't hesitate to reach out! My wife, Monica, and I have been together for 17 years. We have three beautiful children. I enjoy spending time with my family, coaching the kids in various sports and refining my craft as an ardent foodie! I like to play basketball and golf with my spare time. I received my Bachelor of Science in accounting and finance from California State University, San Bernardino. I look forward to the opportunity to serve you and your family. Eldon Gutierrez, AAMS Financial Advisor

I signed up for one year of financial advising with Taylor Wealth Group and although my advisor was…read moregreat and informative during our 1on1s quarterly meetings, I was often frustrated at the lack of communication and follow-up and poor collectivity within the staff. There were multiple times when I would have questions during our quarterly meeting, for my advisor to say she would get back to me, only for me to never hear back again. In the beginning, she was great and super responsive but I noticed a drastic drop in responsiveness after a couple of months. Only when I call to follow up after a week of not hearing back, would I finally get a response. I soon realized that if I did not follow up personally, there wasn't a response at all. This has happened at least 4 times within the year. I even began questioning myself and started googling the normal timeframe an FA is supposed to get back to you but at the end of the day, I should be getting a response without following up. Overall, I liked my advisor and she was helpful in many different ways and was very personable.

I've been going to Taylor Wealth Management Group for about 6 years now. My credit score used to be…read morebelow 600 and now it's over 800. I didn't have any money in savings and now I'm over $50k in my retirement account. I owe it all to Jeremy and Ivette! They will get you on the right course. Very experienced financial advisors that get results fast. They are always so friendly and make you feel comfortable. I owe most of my success to them and their advice. You won't be disappointed. We even had them start handling my wife's retirement account. Very happy with our results!

Ashley Mata at SDS Realty was a welcome advisor/ manager in a very tough situation where our long…read moredistance tenant had not paid her rent in over seven months and would not respond to our phone calls, letters or emails. I had checked out attorneys who were either not interested, or charged exorbitant fees. Ashley and her team went to work right away, and kept in close communication with me. Fees were very reasonable for monthly management and she handled the situation calmly, competently and most of all, courteously. With zero communication from our tenant, she posted an eviction notice on our tenant's front door after unsuccessful response. After a day or two of ignoring the notice, our tenant did call, came into the office, was sobbing, but hostile. With counseling from Ashley, the tenant was advised that she could get Covid related rent relief payment for up to one year back rent, and three months forward from United Way/United Uplift, and the situation changed. The program was due to expire in a week, and Ashley helped the computer challenged tenant to apply online. We are still in the process of receiving the anticipated rent payments because of so many applications to review. If this doesn't work out, I will get back to Ashley with Plan B...going to court and having the tenant evicted. All I can say is BRAVO Ashley! Beautifully, diplomatically engineered! Am most grateful for her professionalism.

Horrible customer service rented a house from them for a year. House was filthy when I moved in and…read morethey still had to pay for a cleaning service couldn't even see out the windows, Lotta hidden fees in the contract and of course they nickel and dime me on returning my deposit after I detail the whole house pressure washed everything painted two rooms cause they were purple and blue Pressure washed everything,I own a professional cleaning company and only do home detailing high-end homes. They charge me to clean the pool after they didn't turn the electricity on to keep the pump going the pool turn green they also charge 10% late fee on your rent if you're more than three days late. After making the house show room ready for new tenants they charge me $300 for the cleaning service because I forgot a vent in the bathroom. Is that it was filthy when I moved in.

As much as I love my bank this branch needs more tellers on a Friday afternoon. When you have 4…read moreemployees doing what looks like nothing at their desk when you have 8 people in line with only two tellers is frustrating. I don't think I've ever seen more than two teller ever working the front.

NEVER BANK HERE AND IF YOU DO WITHDRAW EVERYTHING AND LEAVE…read more If I could give zero stars, I would. My experience with Cal Coast Credit Union has been nothing short of exhausting, frustrating, and disappointing -- especially when it comes to how they've handled a serious case of fraud on my account. Back in early June, a scammer linked their own PayPal and Cash App accounts to my Cal Coast account and stole money without my full understanding or permission. I filed a fraud dispute immediately -- but instead of helping me, Cal Coast denied the dispute, saying I "authorized" the charges just because a code was involved. And it was "directly from the phone"That's not how fraud works first off ok cal coast. What's worse is they admitted it was fraud, but said they don't owe me anything because it would be "their loss." Since when is that an excuse to leave your customer with stolen money, a damaged credit score, and no support? They told me to go chase down the companies myself, contacting PayPal and Cash App -- even though I don't even use those services and never had an account with the scammer's name on it. I was forced to do all the legwork alone, while Cal Coast refused to escalate, investigate properly, or even communicate clearly. They made me wait weeks only to be told "we can't help." Now, because of those fraud charges, my credit score dropped over 60 points, and Cal Coast still refuses to put the charges on hold or work with me to afford the balance. They've left me with debt I didn't create, no accountability, and no protection -- despite the fact that this situation clearly falls under Regulation E, which they are supposed to follow as a financial institution. The lack of empathy, professionalism, and action is shocking. I'm a young adult trying to build credit and stay afloat, and this bank has done nothing but hurt me. I've now had to start contacting legal aid and consumer protection agencies just to try and clean up the damage they allowed to happen -- and they still act like it's not their problem. Avoid this credit union at all costs. If you ever have to deal with fraud, don't expect Cal Coast to protect you. They will leave you hanging, ignore consumer rights, and then push all responsibility onto you. Absolutely disgraceful.

From Day 1, David has been amazing. We had some family health issues arise while our house was on…read morethe market, and David stuck by us through it all. He was compassionate to our situation, and truly made us feel taken care of through this whole process. He literally went above and beyond and we are so thankful for him and appreciate him getting our house sold. I highly recommend him and will be referring everyone I know to him.

We selected Team Stites to sell our parents' home in the Menifee area because we needed an…read moreexperienced one-stop shop to work with us to prepare the home to be sold as quickly as possible. The added challenge was that we did not live in the area, and we needed to do everything remotely. We were very pleased with the level of commitment and professionalism we received from David and his team. David was instrumental in helping us locate the best people to perform several different services including estate sale prep and execution, interior painting, new carpet installation, professional interior cleaning, and landscape clean-up. Arranging these services would have been very difficult to do from out of state. Additionally, David and his team were excellent in keeping us abreast with all the most crucial aspects of the sales process to ensure we were able to receive the most value for our parents' estate. We are very grateful for Team Stites and glad we made the decision to select them to manage this process for us. I am positive you would receive a similar experience if you selected them to sell your home in the Menifee/Temecula Valley area.