Investing near La Palma, CA
19 locations found near La Palma
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Investing
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.”
9AM - 5PM
4474 W Cerritos Ave, Los Alamitos
Investing
“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.”
8AM - 5PM
7720 Painter Ave Suite A, Whittier
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.”
Open 24 hours
13117 Philadelphia St, Whittier
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!”
8:30AM - 5PM
2399 Seal Beach Blvd Ste 101, Seal Beach
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.”
8AM - 5PM
8207 3rd St UNIT 105, Downey
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.”
9:00 AM - 5:00 PM
16230 Paramount Blvd, Paramount
Investing
“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!”
Investing
9:00 AM - 5:00 PM
17037 Bellflower Blvd, Bellflower
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).”
9:00 AM - 5:00 PM
6090 Ball Rd, Buena Park
Investing
“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”
9:00 AM - 5:00 PM
9323 Firestone Blvd, Downey
Investing
“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.”
9:30 AM - 4:00 PM
7202 Greenleaf Ave, Whittier
Investing
“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.”
9:00 AM - 5:00 PM
251 E Willow St, Long Beach
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”
9:30 AM - 4:00 PM
18712 Gridley Rd, Cerritos
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”
9:00 AM - 5:00 PM
11732 Firestone Blvd, Norwalk
Investing
“Called ahead of time to see if this location was open due to the pandemic as all banks are not open. They were open for banking. There customer service here is beyond excellent!!!! Plenty parking , all safety protocols are in place. Only down fall is if there is a line there is no shelter in case weather changes.”
9:30 AM - 4:00 PM
6510 Atlantic Ave, Bell
Investing
“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.”
9:00 AM - 5:00 PM
15056 Rosecrans Ave, La Mirada
Investing
“I've had some recent banking business to take care of. Omar helped me on my first visit. He was so professional and easy to talk to. We ran into some issues with the transaction that we weren't expecting, so it took longer than we both had anticipated. He was so calm and never made me feel like I was disrupting his morning. We finally got the issues resolved and he really made me feel like a valued customer. A few weeks later I had to inquire about this account again. I phoned the bank and asked for Omar since he took care of my banking needs so well. He remembered me and made me a same day appointment. Once again he exceeded my expectations. Omar is my go to person. He has excellent customer service skills and is very helpful. He knows how to talk to people. I felt like I was talking to an old friend. Thank you Omar, you're the best!”
9:00 AM - 5:00 PM
8345 Firestone Blvd, Downey
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.”