Investing in Los Angeles, CA

16 locations found near Los Angeles
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“RVW Wealth are the best in the business. Their entire focus is geared toward the long term financial well being of each and every client. They will build a portfolio that is right for you, based on your financial needs and goals. Highly recommended!”

5 Superb34 Reviews

“I've been working with Jen for about a year now and know I'm in good hands. She's guided me through a few different situations so far. I really appreciate that she gives advice in a warm and supportive way; it's clear that she truly cares about her clients.”

5 Superb24 Reviews

“* Aplomb* Professionalism* Classiness* Reliability * CompetenceThese words are synonymous with First Republic Bank; and this branch in particular. The faceless directors at the top involved with the financial imbroglio are people I'll never see.The people coming face to face with depositors, on the other hand ....that's what's important to me.A refreshing branch experience, and a world class online user interface for personal AND business banking make me glad this is where I do business.”

4.6 Superb5 Reviews

“We just closed escrow on our home over a month ago. Our mortgage Bank, Mark Finberg was absolutely incredible! There is no doubt that we would have lost the opportunity to purchase our dream home without his prompt response and hard work. He went beyond the call of duty to cooperate with the Seller's agent and get us pre-approved on the weekend. It was truly a blessing having him on our side throughout the entire process. We simply cant thank him enough. I will definitely recommend him to anyone for mortgage needs”

4.1 Good8 Reviews

“Sterling handled my TIC mortgage loan and did a fantastic job. I'm a first-time homeowner and shocked by the bad reviews I see here on Yelp. Sandy, our loan officer, was incredibly communicative and helpful the entire process, ensuring things ran smoothly (our Escrow period included Christmas and New Years, what a nightmare)! TIC loans are a bit harder to qualify for because they are higher risk, but both Sandy and her assistant were there to help wrangle the many documents required and follow-up when the underwriter had questions. When we had a weird thing get flagged by a parent's credit card, they put in the extra work to help us clear up the issue. Overall, I felt they advocated for the loan happening and actively helped close it on time (a few days early, actually!) We dealt with some annoyances during the process, but again, Sterling always explained how we could overcome the hurdles. When I went into the office to sign some in-person paperwork, the staff were kind and very professional. Definitely recommend Sandy if you are buying a TIC!!”

5 Superb3 Reviews

“I don't usually take time to write reviews but the exceptional service that Maristel Vasco, the Relationship Manager VP Long Beach branch has definitely went above and beyond her job description, she had closely followed up on my application, answers phone calls, emails and any client inquiry efficiently and speedily. She take time to answer questions and able to multi task to be able to deliver results not just in time but even ahead of due dates. The process of my refinance was not smooth sailing but Ms. Vasco's service recovery has really made me relax during the process. Ms. Maristel Vasco is a true gem in your company. Kudos to CNB for having a highly competent relationship manager.”

3.7 Good10 Reviews

“I had to do some complicated banking here, and arrived without an appointment. I was very pleased that Mayra, one of the bankers, worked with me for a very long time - even through lunch - so that we could get things done. She had to deal with the legal department on the phone for document approval, and had to get her manager to approve other things, and I was very impressed with how she stayed on task until she was able to close several accounts and hand me cashier's checks.”

4.3 Superb3 Reviews

“There is a branch closer to where I live, but some of the employees from that branch moved to this one years ago, and whenever I used this branch they all greeted me in such a friendly way, which was definitely appreciated. When the other local branch where we had our safety deposit box closed and relocated here, there was an even greater incentive to bank at this location when we need something 'in person' vs. online. Every past encounter with tellers, security or customer service agents has been stellar -- extremely friendly, courteous, professional and so helpful. Drive up hours are also a plus. I have to agree with Jay about the slippery floors when it rains, but that is a minor complaint, easily remedied!”

3.8 Good3 Reviews

“We use an amazing money management firm and they like using Interactive Brokers, but we forced them to move to the Schwab platform.The ease and convenience and the just plain AMAZING and expedient customer service we receive from our local branch office in Seal Beach, CA, by Jazzmin Mancilla. Time and time again I have something to drop off for someone, or we need to get a new account funded to meet someone's time management at tax time challenges.Sometimes its easy stuffToday it was more complicated.No matter, Jazzmin knows what to do, equips you with the necessary follow-up, and does it all with both core competence, a breadth of knowledge, and is simply a pleasure PLEASURE to work with there.Sorry Interactive Brokers. You don't have Jazzmin Mancilla. Thank you again for making everything better for people we care about. We appreciate you.”

2.1 Poor15 Reviews

“Today I had an urgent issue with my account at Wells Fargo Marina North. The manager was out toLunch so one of the tellers, Sean F. offered to help. It became a long process because I had to speak to customer service at a different phone number and then they asked to speak to him as well. It took a long time to resolve but Sean was so nice and helpful, I really appreciated him. I wish all people providing service would be as considerate and helpful. Thank you Sean.Marsha R.”

1.9 Poor7 Reviews

“I love First Republic! The customer service is amazing. Jhon-Michael and Lyndsey at the CC branch are great. Responses are always timely and friendly. I have 3 accounts with FR and have great experiences with each. I also appreciate all the amazing and generous swag!”

1.8 Poor5 Reviews

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