Kind of a bad attitude from a Lisa who works here. I took the check here which was drawn on their…read morebank, all was good at first until there was an issue with the check. This is the first time there's been an issue with this check but her attitude went from nice to borderline judgmental. I know she can't discuss anything on the account, but it was just her overall tone after that changed. Almost like she was giving me the bums rush to get out to the bank. Lame.

I switched to this bank due to my employee merging with them and figured it would be a lot easier…read more This branch has such rude employees. Always talking amongst other employees, instead of helping customers. You walk in and they right away put up the next window sign.

So helpful and professional.. alex is wonderful. We were able to complete all our insurance needs…read morein one shot

I am so happy with the exceptional service I always receive from Allsberry Insurance Agency. I…read morerecently called and spoke to Dakota Allsberry concerning my homeowners and auto policies. She immediately took care of my concerns and got right back to me. She is an amazing agent providing great customer service to an already wonderful insurance agency. Thanks Dakota for all your help,

My wife and I can't say enough great things about how much we value Safeguard Investment Advisory…read moregroup. We came to Safeguard, not knowing what to expect. We were referred to them from friends. Our first visit was to the office in Corona, CA, where we were met and welcomed by the receptionist at the front desk. Her greetings made us feel like we were long time clients already. We were offered beverages (non-alcoholic) and escorted to a meeting room, where we met with our advisor named Reid Abedeen. We discussed what we were looking for in an advisor and what our retirement dreams were. From there, Reid developed a fantastic plan that would help make our dreams come true. Safeguard makes you feel like you are doing them the favor by doing business with them. A person feels valued and appreciated. I came to Safeguard for help because the investment group that I had prior, just put everything in a computer and whatever the computer developed as a plan, is what a person got. I never felt our previous investment company had my best interest as a top priority, where Safeguard does! Safeguard develops a plan specifically for you to earn income, to try to help reduce taxes from accounts and to give one a sense of ease in retirement. To make retirement not so scary. Because of Safeguard, we know our retirement is on the right track. Safeguard monitors our accounts and makes the necessary adjustments when needed. Safeguard schedules follow-up meetings and provides us with valuable information to help us navigate retirement. With Safeguard, we feel like our best interest is their top priority. Through our time with Safeguard, we have met many of the Corona, CA office members. All make a client feel so appreciated. Their professionalism, knowledge and kindness is top notch. We have developed more than a client - advisor relationship. We feel like we made some great friends at Safeguard, who are always looking out for us. In a sense, we feel like we have been welcomed into the Safeguard family and it is a fantastic feeling!

James Murray did an excellent job in explaining my options. Gave great examples and really…read morestripped it down and easily to understand. A true Fiduciary who is solely looking after you and gives you the best options for you versus his own interest as plans that he would get the best mark ups.

I have worked with Sergio for many years now and he is the best at what he does. He is…read moreknowledgeable, honest, passionate, and patient with me during tax preparation. He is extremely well versed in the income based repayment strategies, especially when it comes to dentists. He has been active on many different platforms from SDNdoctornetwork, to dentaltown, to even reddit where he clarifies important student loan topics for all to benefit. I love that he thinks outside the box and gives me a very personalized recommendation for my questions. While we only speak a few times a year, I feel at ease and cared for whenever I speak with him. Highly highly recommend Sergio! He's the man!

I've known Sergio for a long time. One thing I've always valued is his outstanding knowledge of the…read morefinancial loan climate as it pertains to medical/dental school. His financial assistance helped me navigate through school, setting me up for the most strategic ways to borrow, spend and pay back money. Now that I've graduated, my wife and I consult him for debt and tax management. He even helped us save money each month on loan payments! I definitely recommend Sigma Financial Solutions, you will find the right guidance and efficiency in managing your finances.

I like in person contact n i love this Schwab office. I met John n William a few times and found…read morethem very easy to talk, n professional. of the few times that i was in their office, i observed that they were very helpful to other of their clients as well n made everyone welcom. Highly recommended.

Our retirement plan is managed by Charles Schwab so we looked for qualified advisors in the area…read morewho would be able to assist in a consultation for future planning. John popped up in the search and we verified his extensive experience which was a requirement for such an important manner. Unfortunately the branch attempted to substitute someone with a much lesser degree of experience without any notice. Are advisors interchangeable? Did they message us before the meeting to give us the option of rescheduling? No and no. Unfortunately first impressions count and I need to trust the people who I work with to be organized and forthright. No thanks to wasting our time and letting us down.

Client of the owner for many years. Very smart and respected gentleman in the financial industry.read more

I went to the last minor league clippers game, just seems expensive to me basically charging the…read moresame price for concessions as an NBA game

Kind of a pain I called their customer service line they do not know what's going on I wanted to…read morecash a check when I called the customer service they told me all I needed to do was show an ID then because the check was from someone at Citizens Bank are they would cash it right then so I drove with my baby only to find out that they have to call the person who wrote the check he's on vacation so I have to leave wasting gas with the new baby empty handed all because staff is not trained properly the gal at the front was kind that's the only nice part that's the only reason I got one star she was friendly enough to require one star...... train your staff

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!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

I only did business with them for a year than they closed without informing me. The website is no…read morelonger available as well.

Great customer service. I was able to get into a program that got me paying 0$ a month for my…read morestudent loans. I highly recommend Zina, she was very helpful and knowledgeable about the repayment options for my student loans!