I have never met a more unprofessional property manager than Kane. He does not know bylaws,…read morecorporate code, civil code nor does he even know our CC&Rs. He has fraudulently doctored bids to send to a lawyer to appear as thoughthere's an emergency and now we've been assessed nearly $250k for decks that each unit owns. And he refuses to negotiate or even have our own president speak on our behalf. He refuses to negotiate with the remaining 3 of 7 units. I tried requesting an extension and was denied. So I'm going to be fined a $3k late because he and the Beach Hull Vista Board are all conducting fraudulent business behind our backs and refusing to conduct elections or even have discussions it's horribly shameful

Kane Silvergerg and his staff are amazing. I have been working with Kane for over 10 years and he…read moreis the best in his field. If you need any advice or help with mortgage he is your man. His staff is wonderful and is an obvious extention to his professional yet welcoming office.

I've used Peak Accounting for small business accounting consultation services for the last 3 years…read more Jason has been extremely helpful in answering my questions and steering me in the right direction during both the start-up phase of my business, and now during our growth phase. He goes above and beyond to make time for me when I need accounting/tax advice, and he has provided me with a wealth of information. He is very prompt in returning my calls and emails, and his staff is always very friendly when I call. I have another friend who went through 3 CPAs to handle his corporate taxes before choosing Peak. The other firms either had questionable business practices, poor response time, or not enough knowledge about corporate taxes. Jason and his team were quick to respond, quick to prepare his taxes, and very knowledgeable about his tax situation. I would highly recommend Peak Accounting.

My experience with this business was excellent. I contacted them to help me obtain an individual…read morelife insurance policy and for advice with retirement funds. Financial advisor Richard Burde not only answered all the questions I had but also helped me understand all the other aspects of my particular retirement situation that I had not even been aware of. My new life insurance policy saves me $800 per year and I have changed to a different type of retirement investment plan. I highly recommend this company.

Fantastic ! Sharon at Dettle is the best insurance agent I've ever had contact with. We sat…read moretogether and went through the multiple options for my Medicare prescription plans. She is extremely knowledgeable and experienced with all the plans, their strengths and weaknesses. Do not hesitate to go to her for your insurance needs

I'm a Social Worker and I've used this agency to help find policies for some of my clients…read more Unfortunately, every time I've used them there have been multiple errors and problems. Given that I work with clients who are receiving Medi-Cal, and need to submit proof of insurance policies that is accurate and timely, I don't recommend this agency.

Pretty unhappy with SCCB. I own a small business and reached out via the online form to get…read moreinformation about starting a new relationship. After a few days of no response, I submitted it again and received a response with a list of items required and also a list of "fees". I was also referred to someone else to discuss ACH transactions. I spoke with two different reps via email but the communication was confusing and combined with the extensive list of fees, I wanted to make sure I understood. I asked to clarify but never heard back. In a phone conversation with one of the reps, I was told not to worry about all the fees because they rarely charged them. What? During this process, I wanted to get an answer about PPP processing and put in an urgent call to the first rep. She called back several hours later but left a message and did not follow up. We lost out on that possible opportunity. I don't blame SCCB entirely but I realized that urgent requests for help were not taken very seriously. I finally got all the paperwork requirements sent over and was told to come to the Aptos branch to complete the process. However, I wanted to build a relationship with the Scotts Valley branch which is the one I'd be using. So, I was then transferred to someone at Scotts Valley. I again asked about the fees and was told, yes, I was reading the fee schedule correctly and they charge for deposits, payments, analysis, ACH out and in, cash withdrawals, etc. The rep had to cancel the in person appt and said the manager would meet with us instead. She was nice but seemed removed from the process and that I should talk to the rep with any questions. When I later asked on the phone why so many fees, the response was "well, we are a for-profit bank". It was a complete waste of time from start to finish. The customer service is lacking and then they nickel and dime you to death with fees. No thanks. I'm giving two stars as it wasn't horrible but we will not be going with SCCB.

Sadly, Santa Cruz County bank takes advantage of the most vulnerable among us by using hidden fees…read moreand outright deceptive tactics My parents were both struggling with diseases that impacting their memories and abilities to make financial decisions for themselves My Dad had Dementia and my my Alzheimer's We needed to take out a second on their home to help with their care. I was referred by someone in our family to Santa Cruz county bank to a specific person in the Scotts Valley branch While acting like they were helping my parents in a time of need they had me sign lengthy documents that did not mention hidden fees monthly fees, annual fees and even a fee to close out the loan after it was paid off The interest rate was double what I later got from another bank They took over $300 in monthly services fees from a bank account they made me open to "get a good rate on the loan" that turned out to be higher than any institution They also had a $75 fee to keep the loan open and then $260 to close the loan, none of which was spelled out in the loan documents So the highest rate, monthly fees, annual fees and then a close the loan fee Do yourself a favor, go to a bank You will get better loan rates, no hidden fees and better customer service

David De La Rosa is an outstanding person and financial planner and investor…read more I trust not only my own assets to him, but he manages many of my clients and family members investments. He takes his clients assets to heart and does a fabulous job of protecting, investing and communicating with us all. I am grateful for your wisdom and advice and your communication skills David. Thank you for taking such good care of so many of us! Monica :)

Vincenzo is amazing. Worked with him on 2 recent transactions and he was responsive and friendlyread more

Have been with this office for many years. The old guard, Perry Ropp no longer handles accounts…read more Vincenzo now handles our accounts. He is Pleasant to talk with however he is still a bit green. I needed to push him to get things done. "Probably inexperience ""Was not happy with his service" since then he has been on the ball, taken all my calls and seems to be on the right track with no other issues. So for now I think 3 stars is a solid number out of 5. Look forward to updating this review as he grows in experience.

I've been with State Farm for over 13 years now and they've never let me down. Amazing customer…read moreservice, prices (still) reasonable and they didn't let me down when I was hit & run by 3 uninsured drivers and 2 sides of my fence fell down in the storm we had a few years ago. If anyone is able to still get policies written after all the fire shenanigans of the past few years, don't hesitate - march right down and go with State Farm.

We mountain folk are having issues with homeowners insurance. Evan reached out to me, and within…read morea few days had me a new homeowners policy, and I chose to insure my vehicle with him as well. He even scheduled a meeting at my home, instead of an office visit. YAY

Heather and Trevor are the financial advisors you wish you had! They are involved, intelligent,…read morehighly personable, and available via email anytime to answer your questions. To me, a review of my account feels like a chat over tea with some brilliant money wizards who break down concepts into relatable and realistic ideas. They are a true joy to have on my side and a Grade A level financial team. Run, don't walk, to their offices!