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10:00 AM - 12:00 PM
19081 Goldenwest St, Huntington Beach
Investing
“I recently had the pleasure of working with Tony Chan at Crossroads Planning. Tony was quick to respond to my inquiries and was always professional in his communications.I was impressed with Tony's level of expertise and his attention to detail, which ensured that everything went smoothly from start to finish. I would not hesitate to work with Tony again in the future and highly recommend Crossroads Planning to anyone looking for a reliable and professional service. Overall, a great experience!”
“This branch and as a whole this company has there stuff together, they alway answer quickly and are amenable to most everything I have ever asked of them. If your looking for a place to park capital or just day trade I highly recommend CS and this branch.Thanks CS staff.”
“Wonderful company to handle your wealth management and great staff. Thanks Bob, Ela, Tricia and Angelique for all you do. We have been with FRG for 12 awesome years and are very pleased with the results.”
“My family and I have invested with Jeff and Kurt for many years. Their market knowledge, track record, engagement with clients is second to none. They have been able to understand our financial goals as they've evolved over the years and have acted with a steady hand on our behalf to protect assets in times of uncertainty. We look forward to a continued relationship with them in years to come and recommend them to anyone looking for the sophistication of a larger firm and the client service of a smaller one.”
“First time at this bank and branch, needed to make a deposit for a client, and I was impressed how clean the place was, and how professional and fast the employee who helped me with the transaction was”
“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.”
“I have had the pleasure of working with the Cooke Wealth Management team for over a year now and would strongly recommend their services to anyone looking for wholistic wealth management and financial planning help.”
“One been banking with them for @30 years and they are excellent. The only downside is that although you can now deposit checks over the phone with photographs of front and back, you cannot deposit checks to the ATM. I also love using Zelle.”
“Thank you Jasmine for helping me get a new card! She is very professional and kind. I had my wallet stolen a couple of days ago, and had a new card made on site. Plus theres always free cookies and coffee which is always nice.”
“Bob Voorhees and the whole team at the Voorhees Wealth Management Group are amazing. I trust Bob with all my investments and he provides top notch advice. Financial planning can be very complicated and risky, Bob takes the time to fully explain his strategy based on my individual goals and has never take a cookie-cutter approach to my finances. I’ve never been so comfortable and trusting of a financial planner.”
“if you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business. they are thorough, experienced, intelligent and up to date on anything tax related , financial or business related. ive used greg and his staff for over a decade and if you want the best in orange county, bar none greg and his staff are the only ones you need to call.”
“I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his assistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!”
Open 24 hours
500 Newport Center Dr, Newport Beach
Investing
“One been banking with them for @30 years and they are excellent. The only downside is that although you can now deposit checks over the phone with photographs of front and back, you cannot deposit checks to the ATM. I also love using Zelle.”
“Absolutely 100% five stars, if I could give them six stars I would. The two ladies at this particular location are so nice. We stopped in set up a couple 2019 IRA's set up a couple 2020 IRA's and threw some money into a couple different accounts. Today you don't need someone to purchase your stocks, today you don't need someone to handle your investments because the truth is it's very easily done online but there's something nice about calling a professional and getting advice, getting some direction and also making sure everything you want done is done right. If you're looking to be a day trader and this company is not for you but if you're looking for some long-term investments and top of the line professional service then you found the right place.”
“It has been one year since my initial review of this group and my positive feeling has been justified. Scott Sutcliffe is my professional advisor and his team has been very helpful in moving my account from UBS to WF. My annual fees have fallen. Access online is easy. All team members are easy to reach. Any questions I've had concerning investment issues are well resolved and responded to. The old UBS team was good, but my new team seems even better. I'm not yet ready to give 5 stars at the one year mark, but will follow up within the coming year as required.A larger team is not always a responsive one. When I had my account at Morgan Stanley Smith Barney I had a huge team with nobody really able to answer questions except one low placed clerk. Needless to say, glad I'm not with them any more.”
“I've visited this branch twice in the last couple months for notary services at the advice of my mother's WF Advisors. Scott Otto was super quick and friendly each time. I'm not a member of WF, and still no charge since papers were for my mom's IRA account. Easy to make an appointment online. Impressed.”
10:00 AM - 12:00 PM
3020 Old Ranch Pkwy Suite 190, Seal Beach
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“Been with Wells for many years and they've always had excellent people to help me with any of my banking needs including checking, savings and a home loan. Certainly the best of the BIG banks as compared to previous experiences with others based on on the East Coast.”