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.

My husband and I worked with Emin and Patrick from Hillcrest and we have nothing but the highest…read moreregard for them. They were knowledgeable & professional, as well as kind, which made all the difference in our interactions with them. No stone was left unturned to ensure we achieved the rate and payments we were looking for. Patrick was very transparent and communicated with us daily to give us the latest update and confirm that all our questions were answered, which was refreshing! Emin made sure to layout all our options to facilitate a loan that worked best with our situation. They are also very prompt, if you are promised to have your loan funded in a certain amount of time, know that they will deliver early and exceed your expectations. Thank you for your patience as well as treating us as people rather than just home loan customers and always looking out for our best interest.

Highly recommend the team at Hillcrest. Anytime I had a question on updates on my family's loan,…read moreVigen was there to provide me information. Patrick helped us consider multiple qualifying programs. It was just a great experience working with their team and a smooth process. Looking forward to working with them in the future!

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!

The NuHome Team and Uri helped me refinance my home and did a tremendous job! They communicated…read morewith me throughout the whole process and I can't imagine anyone else getting the job done as they did. I would highly recommend them.

Just closed on a HELOC with the best rate I found (by far). The process was super easy- I kept…read morewondering what the catch was. Justin was very responsive and easy to work with. I highly recommend this company!