Investing near Chino Hills, CA
18 locations found near Chino Hills
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Investing
9:00 AM - 5:00 PM
15860 Soquel Canyon Pkwy, Chino Hills
Investing
Investing
“After handling my investments for more than 20 years, I decided to entrust my portfolios to Lighthouse Financial Services thinking Mike Verity would be better able to manage my financial matters as the ecomomy became unpredictable and I was aging.It's been almost 5 years of a good working relationship with the entire staff at Lighthouse. Phone calls are promptly answered and requests taken care of without holding and being rerouted automatiacally. Everyone is cooperative, helpful to the nth degree, and patiently explain the situation.Emails are answered quickly, no matter how serious or trivial the queston.I've been a happy client and feel LFS shares my many concerns, which is a huge relief to me in my retirement years. I feel I was lucky to have chosen LFS as my financial advisors.pat”
Investing
“We have dealt with numerous property management companies throughout the years and can wholeheartedly recommend Primior Asset Management. They are responsive, competitively priced, capable, and a pleasure to work with. Their reports are timely and complete and their communication with us is excellent. We have a high level of confidence that with Primior as our property manager our properties will be managed and cared for as if we were doing it ourselves”
Investing
“I was recommended by a family member to apply for a membership here. My experience with Prospectors has been great, one thanks to Flora who has gone out of her way and provided me with one on one service. She was able to go above and beyond to deal with my 2nd mortgage loan and help me get things aligned. She is continuing to work with me to provide me with the service I need and I appreciate it. When you walk into this branch you can feel everyone is there to help you. I will use 100% Prospectors FCU for future loans and recommend others give them a chance.”
Investing
“I had a wonderful experience at this Charles Schwab office. I had a big packet of paperwork I wanted help filling out. I was greeted by Ariel. She was extremely helpful and friendly. She was able to auto fill the paperwork in a couple of minutes saving me so much time. I really appreciate the wonderful customer service. I am new to this company but I know I'm in good hands.”
8:30AM - 5PM
1890 N Campus Ave, Upland
Investing
“I have had a Charles Schwab Checking and Brokerage accounts for several years.. The reason I have their accounts is for International travel. Do all my business online and have never had a problem, I didn't even know they had in person service. So my 4 stars is for Online. It is apparent( from Reviews) that the Branch service is Systemically Broken. That is not acceptable.”
8:30AM - 5PM
1370 Valley Vista Drive Suite 200, Diamond Bar
Investing
“Leon is great! I set up a few appts with him before for some financial advising advice and he was really helpful. He followed up via text and call to make sure everything was okay as well. Will definitely be back next time!”
Investing
“Our Financial Advisor, Joven Arella, started working at Morgan Stanley in 2020, so we are now clients of Morgan Stanley too. The office is very nice and located in Claremont. We really like the on line resources that Morgan Stanley offers. We also like the fact that we are now clients with such a reputable investment firm. Joven is an excellent Financial Advisor . We have been working with Joven for several years now and highly recommend him for any wealth management needs.”
Investing
Investing
“I have been a client of Chatterton & Associates for more than 10 years. I have had excellent returns on my investments even in years when the markets have been down. I appreciate the fact that my financial advisor can easily communicate with my tax preparer and that both have all the details of my Trust. They all work together which gives me peace of mind.”
9:30 AM - 4:00 PM
12455 Central Ave, Chino
Investing
“Very good bank. I've had my ID compromised several times through the internet and my wallet was stolen (at Costco). Wells Fargo has been wonderful helping me through their fraud department and when the thieves tried to use my Wells Fargo card it was denied and I was notified immediately by text. Wells Fargo has watched over my accounts and will immediately notify me of any suspicious activity. This is so important due to all the identity theft going on. I'm so grateful to them for this. Their customer service is excellent. Their costs are comparable to other banks. I highly recommend for your banking needs.”
8:30AM - 5PM
1890 N Campus Ave, Upland
Investing
9:30 AM - 4:00 PM
321 E Holt Ave, Pomona
Investing
8AM - 4:30PM
530 W Bonita Ave, San Dimas
Investing
Investing
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Wells Fargo
2 Locations
“Special shout out to Jessica who answered my call after they closed and still tried to help me when everyone was gone! Great customer service! Also, Allan has been great at calling me to keep me informed and updated about the new loans in this Covid-19 craziness. I've had great service at this branch!”