Investing near La Palma, CA

15 locations found near La Palma

“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

“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

“Jobel has been doing my taxes for seventeen years now. I met him at a time my life was a little turbulent, and sorting through taxes after having a child was new to me. A scary process that he simplified for me.Over the years, Jobel has delivered excellent service when I filed my taxes with him. From what I understand, he left H & R Block to go solo for a bit, and I've seen him in more recent years with the Williams Tax & Financial Services group. His growth with them made it an easy decision for me to have him handle a little retirement money I had with my former company.Jobel is communicative, and I never have to wait long for any important information to get through to me from him. Even now that I live in Seattle, Washington, I still I prefer to work with him. He is one hundred percent trust worthy and I highly recommend him for any tax and financial services.”

4.8 Superb16 Reviews

“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

“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.”

2.9 Average17 Reviews

“Jesse Maldonado went above beyond to assist me with handling of my mom's account after her passing. I had made an appointment and he called me the day before to make sure I had what needed. It took about a week for the paperwork to be processed after he submitted it to the department that does the final review. He followed up almost daily until everything was complete. This is a difficult time for me and I'm very appreciative of everything he did to make it go as smooth as possible. Very professional excellent service. Thanks Jesse!”

2.1 Poor39 Reviews

“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

“Thanks to Ana I was able to get in and get out with all the information I needed. She's an asset anywhere she works. I asked for multiple things and she didn't once say I can't do that, she always said let's see how we can do.”

1.9 Poor38 Reviews

“I went with my grandparents to this bank, and KEVIN QUINTANILLA was very helpful and very kind with them. We don't have an appointment and he help them I was very happy because in this days is very difficult find people like him THANK YOU for you help. God bless you.”

1.9 Poor39 Reviews

“Came to fix an issue with my name on my cards, Jessica Sanchez helped me with my issue she was very helpful and polite I will definitely only be coming back to this location.”

1.7 Poor31 Reviews

“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

“Wells Fargo on ball and valley view. Bank is a great location. Plenty of parking space. Huge bank. ATM are clean and working. Staff is friendly and helpful. The line went by fast. Tellers were super on point. Place is really quiet. I almost feel asleep lol. Go place to do banking”

1.6 Poor53 Reviews

“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

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