Investing near Cerritos, CA

30 locations found near Cerritos
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9:30 AM - 4:00 PM

18712 Gridley Rd, Cerritos
Wells Fargo Advisors Investing

“Came here to help my mom deal with the accounts that my mom and dad had together. The banker my mom had been dealing with over the the past few years was pretty awesome. I was weary when we walked in and was waiting to bombarded with "special deals" or other things to move her money into. Instead, Joe Cortez was super helpful. There was lots going on in the bank but Joe was very professional and took his time helping my mom. He explained things thoroughly to my mom and was just super patient. If people out there have banking oncerns or legit questions I would suggest calling him up and setting up an appointment. Thanks Joe for your help and thanks to Robert also”

1.2 Poor33 Reviews
Williams Tax & Financial Services Investing

“Mr. Rentino was recommended by a family, and we are so happy that we got to meet him. Everyone in the office was very polite and professional. Mr. Rentino was very efficient, but he took the time to make sure he didn’t miss anything with all the paperworks that we gave him. I highly recommend William Tax and Financial Services weather online or in person, they do an excellent job.”

4.9 Superb31 Reviews
Cerda Muñoz Advisors, Inc. Investing

“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”

4.7 Superb19 Reviews
Natalie Rose Financial & Notary Services Investing

“Wow, I am lost for words! The level of service and professionalism was beyond my expectations. She was able to help me after hours; when everyone advertises 24/7, she really means 24/7, we needed help at 11:30 pm, it was an emergency, and Natalie was there to help, showed up on time, and was very reasonably priced for the time, more importantly, she helped me take care of my needs. I RECOMMEND her for ALL your financial needs!”

5 Superb8 Reviews
Charles Schwab Investing

“We came to transfer another account to Schwab. The lady who greeted us was friendly and helpful and knowledgeable . Lots of parking next to the building. Comfortable chairs in the lobby. No wait.”

3.8 Good18 Reviews
City National Bank ATM Investing

“I've been part of City National Bank for over 30 years and have always had great experiences with their staff. My contact recently retired and my new rep is even better! Highly recommend working with Polly Laberge at this branch. She's very helpful and responsive to any and all my concerns.”

3.7 Good9 Reviews
City National Bank Investing

“The employees of this bank are amazing to me. Every time I come here they treat me with the utmost respect, always very kind and they asked me how my day is going. I never have problems cashing my checks with this branch. Maria, Hillary and Mina thank you for being so sweet and kind to me.”

3.2 Average25 Reviews
Edward Jones - Financial Advisor: Emma J Aragon Investing

“Absolutely highly recommend Emma. She is thorough. She explains everything very well and works with you to accomplish your goals while also ensuring you are set in the event of an emergency. I appreciate and value her guidance so much.”

5 Superb3 Reviews
Edward Jones - Financial Advisor: Anna Li Castro, AAMS™|CRPC™ Investing

“My wife and I went for a free consultation several years ago and met with financial planner Anna Li Castro. Anna Li Castro provided that piece of mind they we were on the correct path with respect to our retirement goals. I would not hesitate recommending Anna to both family and friends for all your financial needs.”

5 Superb2 Reviews
Halbert Hargrove Global Advisors Investing

“I’ve been working with Halbert Hargrove for awhile and it has been an incredibly rewarding experience. I've never felt more heard or supported in my financial journey. From the very beginning, it's clear that they are not just providing an advisor but a dedicated team working with me. I feel like they’re helping me achieve my dreams and are always available when I have questions. I would definitely recommend Halbert Hargrove to anyone looking for an advisor.”

2.2 Poor5 Reviews
Wells Fargo Advisors Investing

“I have had consistently great service here. The lines are usually short and/or fast in the mornings. The tellers are courteous and helpful.I love that I can do mobile deposits via my cell phone and set up all the services I need on their website. I only wish I could use my cash-back balance. It has been sitting here for 5 years or more! There's no way to use such a small amount ($28.00).”

1.9 Poor9 Reviews

9:00 AM - 5:00 PM

251 E Willow St, Long Beach
Wells Fargo Advisors Investing

“Wells Fargo located in the corner of Willow and Long Beach Blvd. next to Carl's Jr. parking pretty safe there's a security guard inside locations nice and cool only problem I had the teller was only one they should have more tellers I went there Friday took care of some business the line slowly moved along it was more people at this bank sitting at the desk instead of having more tellers maybe it was the time that I went but I couldn't really believe that they could've been more better service than that other Nat Wells Fargo on Willow in the city of Long Beach is a good place to go do your banking ATMs are outside well lit and clean check them out”

1.6 Poor5 Reviews

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  1. Cerritos, California

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