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“Sacha Ferrandi at Source Capital Lending is very professional, honest, and if anyone can help you in the increased interest rate market, it's Sacha! I highly recommend Source Capital. Mena Isaacson, very satisfied borrower”
“Words can't express the pleasure of working with Dave Magee. For several years he has made it his mission to keep me informed and educated on the market. Dave has provided me great comfort through wise counsel and the easy steps to follow to ensure my financial goals remained on track.”
“A lifetime of unhappiness with banks led me to seek shelter at SDMCC (now Wheelhouse), where I am entering my third decade of peace and serenity. Great personalized service (including help with an embarrassing little problem), no fees, and an amazingly vigilant fraud detection AI leave me happy as a fat rat in a cheese factory. I'll never leave -- unless they close the Chula Vista branch!”
“I have had Next Gen in charge of my investments for several years now and they are always on top of things. Steven and his crew are friendly and always get my questions answered.”
“Johnson Andrews is our planner/advisor, and he is very bright, knowledgeable and responsive. He has created an excellent plan for us and has quickly begun to execute. I highly recommend him and Pure Financial.”
“I would like to personally thank a Vice President at this financial institution name Ruth Benrimoj. I am an African-American male CEO and I went to this financial institution about a month ago inquiring about secure credit card to boost my Phico score to get a lower interest rate on one of my homes this lady is very professional attentive to my knees and quite frankly I'm considering opening up an account at this financial institution thank you very much for all your help ma'am and I hope to see you before year end with a secured credit card in the amount of five to $10,000 if you have any questions please contact me at 619-536-7575 thank you take care bye-bye”
“We have recently opened a new account with First Republic in San Diego and they made the remote process so easy and seamless! They even sent us an amazing welcome gift! Highly recommend and excited to expand our business with such a professional bank.”
“First Republic bank has been the best banking experience I've ever had. Ang banking issues and you get a direct line to your banker, not a 1-800 number. Customer service seems to be their top priority. Any questions or issues are handled promptly. The employees are fast, efficient, and friendly and always have a positive attitude. I'm disappointed I spent so much time with chase and other globo banks and didn't come to First Republic sooner.”
“We are giving Charles Schwab hazard center location five stars mostly because Michael at the front desk from Indiana helped us out. He was very patient and sweet. He took us to the computer and helped us with our every need. He also made sure we typed in the correct things he showed us shortcuts. He is amazing and that's why we're giving Charles Schwab hazard center five stars.”
“I've used Windvest to fund 3 projects as of the writing of this review. Each time the level of customer service was beyond expectation. They work quickly and make it very easy to do business with them.Our first transaction with them was for a small (14 unit) apartment complex in Tennessee. Our traditional lender had been promising a closing date that would match with the seller's expectations. That date slipped, and then slipped again. The seller would no longer allow us to extend the time to close. We had to complete the transaction or lose the property. Andre and his team had us closed with just 8 days notice - a minor miracle when it comes to cross-country commercial lending!”
“Pat R.I've been a client of Tonys for many years and all during that time he is giving me solid advice with my money, and my financial situation.My investments have grown, and I have been able to use those investments during my retirement to help me maintain a good lifestyle.Tony also has help me secure life and health insurance. He take careful review with you of my overall health and family situation has devised the correct insurances that benefit my family and me the best.In our life, we want to be associated with people who care about us personally but at the same time have knowledge and tools which can help us. Tony Ricci, is that person!I truly recommend that Tony be anyone's financial advisor and planner”
“Yes I was there on Monday morning getting a check put into bank account/ very prompt and courteous teller the bank manager Mellisa was very cheerful and wish me a great day. It makes your day when someone goes out of their way to be nice to you thank you Wells Fargo”
“Best Wells Fargo downtown San Diego I recommend calling and making an appointment, if needed. I worked with mr luyua who was professional and handled a complex acted problem for me in a kind manner”
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“Id like to give a shout out to one of the tellers her name is Edith or Judith. Not sure how you say her name. She was helpful and made sure I got the help I needed.”