Lourdes Arrubla is an amazing "caring" financial advisor. My husband and I did have our…read moreinvestments at KSFCU but the advisor there never spent time with us, never gave us projections of how our money was going to effect our future and never tried to explain our options for investing. HOWEVER, Lourdes DID do all this for us. She helped us to see projections with our income, investments and pensions would give us when we retire someday. She helped to explain the different options for our investments based on how comfortable we are in risk or non-risk. Since transferring our money to Edward Jones she has spent all the time needed to help us plan for our future. She even researched AI stock options for me; of which we went with SOXX and is doing very well.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

These people know what they are talking about. We were in need of a place that knew what they were…read moretalking about because all the banks we dealt with had their heads up their asses. The person we worked with knew the ins & outs in the mortgage world. I would definately recommend this place due to their knowledge about real estate and willingness to work with people. We will be closing on our home soon and I have to give some of the credit to this place for know what's what and for working with us through this new chapter in our life. Thank You Summit Financial.

I was very happy with Scott Hackers service. From start to finish he communicated every step and…read morewhat needed to be completed next. The process was very efficient and completed without any glitches. At one point, rates went down and he made sure my refi received the best rate possible. I would highly recommend Scott for refi or home purchase.

Haven't been to VSCU in months needed to cash a business check. AC had temperature very comfortable…read moreas I entered. Marcy a friendly teller called me up, no waiting she was very pleasant. I showed my ID, she then counted my cash back to me, we also checked all my balances easy quick professional business transaction VSCU staff were all friendly. I had a phone call as I was leaving, I answered it in their waiting area and enjoyed more of Valley Strongs air conditioning Very cool visit

I really like this location, compared to most of the Valley Strong branches. The tellers are very…read morefriendly and helpful here, and the line to wait is not terrible. I use the drive thru ATM often though! They provide a decent variety of accounts that you are able to have through a banking institution, plus their rates for most of their products are pretty reasonable. I am grateful for their types of accounts they have for Youth, and being able to help my son learn financial responsibility at his age is very valuable. I highly recommend banking here!

Had a great intake meeting with Dustin Weaver, senior financial advisor. He took the time to get to…read moreknow us and our financial goals. No pressure just a great beginning to our partnership

Ruined one of the treasures in Bakersfield- Moneywise single-handedly destroyed this area of…read moredowntown by their sheer neglect and ridiculously slow pace. They have failed to deliver on every promised reopening date - think they deliver on other aspects of their business???? Results are in - 2024 is over and the Woolworth sits still a closed eyesore- so pathetic and beyond disappointing. Trust is critical when managing others money- but Moneywise seems to lack integrity failed to come through.....

My Dad passed at the end of May, 2025. He had managed the estate taxes for 50 years. But Dad got…read moresick in 2018 and things slipped. We had 5 years of back taxes to file and collection letters coming in when he passed. Our attorney recommended Wayne Long and Co. We were put with David Marty. He did little to nothing in 8 months. And billed us for several meetings he was not prepared for at all, he even said he wasn't prepared, but he did not cancel. And he still billed us while he talked about his new dog for 45 mins. This firm cost my family something worse than money, time, 8 months the IRS and FTB thought we were doing nothing. We were treated like we were a bother and our Estate (multimillion) was treated as less than his "important" clients. I followed up every few weeks often with no response. Save the wasted time, go elsewhere. All that was done in 8 months was the pulling of transcripts for 2 of the 5 unfiled years. My Dad had an accountant in another state he used for 40 years, but their system broke down when he got sick. I thought David was going to help us get our back taxes resolved. What we got was a "slick" salesman who over billed us, and treated us like peasants, both at the same time. And now I've had to hire a tax attorney to fight an FTB Levy, as well as a new CPAs to do the filings. Save yourself a headache by not using Longview Advisors at all.

As a business owner I expect that the accounting firm should act in a professional manner. After…read moreselling his practice to an out of state group his office is refusing to provide his clients records. Very unprofessional behavior which has forced my company to file a complaint with the state cpa board ....avoid this company and the subsequent group that purchased his practice