Great first call. Contacted them to secure their services and they ghosted me…read more I understand things get busy, but a business who does not even provide a answer after we both invested time shows they don't care about their customers.

I had a really good experience with Open Paths Financial, and I have to share my appreciation for…read moreAubrey. He was attentive, knowledgeable, and super patient. What really impressed me was how he took the time to truly connect and understand my situation instead of just giving generic advice. He explained everything clearly, helped me put together a financial plan I could feel confident about, and never made me feel rushed or pressured. The whole process felt easy and stress-free, which is not something I ever thought I'd say about finances. Aubrey made complicated topics simple, and I left feeling empowered with new skills instead of overwhelmed and wanting to avoid them. If you're looking for someone who genuinely cares about helping YOU, give Open Paths a shot. I no longer avoid financial questions or processes. I'm honestly interested in going deeper.

I walked into Fidelity, not expecting to be able to meet, or even see my financial advisor as it…read moreusually requires me to set up an appointment. The front desk staff promptly assisted me. While I wasn't there to do any financial transactions, I was able to see my new advisor, Anthony Rossi. I don't want to set the wrong expectation that you can walk-in and see your advisor, but he had a few a few minutes to chat. He was charming, and made himself accessible so that I could fill him in on a brief transaction that was in process. He listened, and assured me that he would get back to me as well as monitor it for any issues along the way. As far as wealth management, and customer success, you knocked it out of the park. I'm pretty sure I will be sticking with your team forever. Thanks again, dude! BTW, that coffee machine is actually pretty cool

Tried to contact the local branch on 5 attempts and they never pick up. After the 6 try I called…read morethe 800 number and had then transfer me to the SB branch. I wanted to open a brokerage account and was told to do it online, no biggie, however the only portal would not let me open a new account. Pretty much got brushed off like they didn't want my business. Called Charles Schwab and opened an account over the phone with the local branch in 5 minutes. Customer services sucks these days, but this was beyond bad.

Think carefully before investing with this company. They will put you in investments that are not…read moreliquid, " meaning you can't get your money out till you die"!!! Also, heavily invest in annuities that have long maturities. Locks up your money for long periods of time. Buyer beware!!!!

Everyone was accommodating and kind, but all for the wrong reasons. 10 years ago I knew nothing…read moreabout investing and I sought Tim Tremblay's advice and support. I thought that was what you were supposed to do. He steered me toward an annuity that I am now stuck in. It made him a fat commission and it has made me basically no money and is impossible to get out of. Avoid this company like the plague. I would have been 6,000% better off if I had simply purchased an index fund. Also DO NOT purchase annuities. I wish I had known.

Good morning, we have been working with this bank for 3 decades now!! We are extremely grateful for…read moreall the support and assistance over the years! Best bank in all of California, especially the Goleta branch, love it! Easy way to do business with!! Especially the entire office starting with Laura, Olga, Parker and Bryan and Rakesh!!!' 102125 Lisa p.

Walking into Banc of California in Goleta is always a good experience. Everyone is friendly and…read moreknowledgeable and so welcoming. I always feel like a VIP when I am greeted by name, and the staff is familiar with my business and personal accounts. There is rarely a wait, and I am always acknowledged and assured a teller will be right with me. It is like visiting friends or family and has a small-town feel.

John is a professional colleague I trust to refer my clients to. His knowledge brings confidence…read moreto a stressful transition inside and he is honest and caring in his delivery. Highly recommend.

Fortunate are we to have such comprehensive resources during a significant life transition such as…read moredivorce. I have referred his services to satisfied clients. He has created a community of resources - choosing top notch solution providers to assist and give insights during the many aspects of such a transition. If you are exploring such a transition as well, contact Zen Divorce Solutions. The care, knowledge, compassion & ace suppliers will serve you well. Having someone who understands the bigger picture of a client is critical in a successful relationship. John Duffy is the real deal. A financial consultant who has deep ties to the community is also reassuring. John serves on various community boards and is a real addition to SBA.

Ernesto did my 2022 taxes after my previous tax preparer completely ghosted me. He was super…read morefriendly and professional and got my (in my opinion) kind of complex taxes done super quickly. Ernesto didn't even bat an eye - he totally knows his stuff. Comparable price for what I've paid other tax preparers. Looking forward to working with him for 2023 taxes!

Great service. Very efficient and knowledgeable. Definitely will get my taxes done there from now…read moreon.