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“After handling my investments for more than 20 years, I decided to entrust my portfolios to Lighthouse Financial Services thinking Mike Verity would be better able to manage my financial matters as the ecomomy became unpredictable and I was aging.It's been almost 5 years of a good working relationship with the entire staff at Lighthouse. Phone calls are promptly answered and requests taken care of without holding and being rerouted automatiacally. Everyone is cooperative, helpful to the nth degree, and patiently explain the situation.Emails are answered quickly, no matter how serious or trivial the queston.I've been a happy client and feel LFS shares my many concerns, which is a huge relief to me in my retirement years. I feel I was lucky to have chosen LFS as my financial advisors.pat”
“I've never written a review about a bank before - I suppose I should have as I've been with some really crappy banks in the past (and I'm talking about the big guys).We came to City National because the bank we were using at the time apparently didn't want our business (it's a long story and I won't bore anyone with it). I did a huge amount of research and happened upon City National as they are a bank that deals with and understands the entertainment industry. This industry has its quirks and oddities that most banks just don't understand. After a phone conference, we decided to open our new business and personal accounts with City. Let me say, it was definitely the right choice.Jessie, Josie, Kassandra and Pedro have all been absolutely a joy to work with. They go above and beyond when we need their help. They always greet everyone with a smile. Here is a brief little story about why this team is amazing:Several years ago I needed to send a wire but I was out of the country. Jessie was also out of the country but when he found out that I was inquiring about sending a wire while I was out of the country, he literally called me directly to make sure that I was well. He was afraid that I might have been kidnapped! Mind you, he was on holiday himself and took the time to call me. He even had Josie try to reach me as well. I don't know about you, but to me, that is the very definition of amazing service and an amount of caring that one doesn't find with any other financial institution. As a business owner, it is so important to have a team of banking professionals that are responsive to one's needs and this is definitely the team!!Thank you Team Anaheim - you are the best!!!!”
“I had a wonderful experience at this Charles Schwab office. I had a big packet of paperwork I wanted help filling out. I was greeted by Ariel. She was extremely helpful and friendly. She was able to auto fill the paperwork in a couple of minutes saving me so much time. I really appreciate the wonderful customer service. I am new to this company but I know I'm in good hands.”
“Having been associated with "Bill" and his group now for over 30 years, I can attest as a client, friend, and business associate that Applied Financial Planning has weathered all the storms and given expert financial advise along with personal tax planning over the years that has saved me and my family thousands of dollars.”
8:30AM - 5PM
815 E Birch St, Brea
Investing
“Logan is very knowledgeable and helped me open an account.It's good to see financial advisors and services that you can actually trust.Thanks again Logan and keep up the good work!”
9AM - 5:30PM
18881 Von Karman Ave Suite 1420, Irvine
Investing
“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.”
“I have been a client of Chatterton & Associates for more than 10 years. I have had excellent returns on my investments even in years when the markets have been down. I appreciate the fact that my financial advisor can easily communicate with my tax preparer and that both have all the details of my Trust. They all work together which gives me peace of mind.”
7AM - 3PM
100 Spectrum Center Dr, Irvine
Investing
“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.”
“WOWWWW. I have to say the servicing department at Val-Chris Investments has made major improvements over the last few years! Whenever I have a question or I need help with an investment issue I speak with Ryan Boulter in servicing and he responds back to me In minutes not hours or days. EXTREMELY detailed with his work. Nowadays you just don't find this level of customer service anymore.There was a time when I did not get this level of service but this has been dealt with at Val-Chris Investments and what a difference! I would highly recommend Val-Chris Investments!”
9:00 AM - 5:00 PM
2601 Main St, Irvine
Investing
8:30AM - 5PM
2825 Main St, Irvine
Investing
“I have had good experiences with this company both online and brick and mortar. I went in to this branch because I was having an issue with the app. I found the staff to be very professional and helpful, and my problem was resolved. The office is very nice and clean too. They do also validate parking. It would be nice if the office was open on weekends as well but it doesn't take away from the quality of the customer service.”
7:30AM - 5PM
135 S State College Blvd Suite 360, Brea
Investing
“We were referred to Jonathan by friends and are pleased that we were. He’s trustworthy, professional and responsive. We like how he checks in and listens to your questions…even if you asked it before but don’t quite understand. He has us on a great path for retirement. Thanks, Jonathan!”
8 AM - 5 PM
18200 Von Karman Ave Suite 560, Irvine
Investing
“After working with my previous financial planner for many years, I had only spoken to him a handful of times the last couple years, the members of his team would always mention how he was so so busy. A family member referred Jason to me and I am now very comfortable and confident that I can call Jason anytime whenever I have a question or concern. He's also very attentive, my husband enjoys the stock market and follows it daily and Jason is very knowledgeable on stocks. Jason and his team even meets with me to analyze and see if I am still on track with all my finances including the trust account with my family. So grateful that I found Jason and Janet, his assistant!!”
9AM - 5PM
15615 Alton Pkwy #450, Irvine
Investing
“I used Bailey Financial Management and Insurance Services for purchasing a life insurance policy when I was in my 30s. Boy, was I ever glad that I did when the unexpected happened and my husband died suddenly. Bailey Financial Services assisted me in my time of grief to process the paperwork and get the check in my hand within 3 days for final expenses. After my husband's death, Robert Bailey advised me on my goal of purchasing long-term health care in case I am in need of skilled or assisted living in my elderly years. I purchased a unique asset- based life insurance with a long-term health care rider from Bailey Financial Services. Either way, it seems to be a win-win policy. If it is needed for long term care needs, it will be there, but if I don't ever use it, the principal amount becomes life insurance for my beneficiaries. I highly recommend Bailey Financial Management and Insurance Services.”
“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!”
“I met with Robert for the first time today and I must say he really shed some light on things that were just at the surface for me and helped me realize what I've been doing wrong fairly quickly. He listened to my businesses story and made an assessment right there on the spot that opened my eyes and help me understand that I shouldn't be afraid to grow and work with other people. Thank you Robert and I look forward to working with your team.”
8:30AM - 5PM
2825 Main St, Irvine
Investing
9:00 AM - 5:00 PM
4590 MacArthur Blvd, Newport Beach
Investing
“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.”
“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.”
9AM - 5PM
18022 Culver Dr, Irvine
Investing
9:00 AM - 5:00 PM
17775 Santiago Blvd, Villa Park
Investing
“Putting banks aside from the problems we always have with them with fees, charges and other issues, I am glad we choose to bank with this wellsfargo in villa park as our local bank. Don't get me wrong I still haven't and I'm sure won't ever find that bank that doesn't totally screw you over, but this review is for the people and services i always get every time I go in. I've never had a problem and have always been treated very nicely. I had one issue I brought to the managers attention about not being given an envelope for my cash when leaving especially when it's a very large amount, and since I've always been given one. I'm from back east and our banks all have drive thru's which seem to be non existent here and it's the only thing I wish this location had but other than that I rarely have to wait and everyone is friendly.”
“This is a great place to work! We have early release days during the Summer and great recognition programs. This company is very flexible with work/life schedules and offers many internal departments to learn and grow your career.”
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“I was referred here by my real estate agent by the name of Jonathan. He told me to go to his accountant named Tony. My husband and I have been coming to Tony for the past 2 years! He was great! This year, he is booked, and we could only get remote appointments. I'm disappointed.... they said his partner Garett Jones is available for a meet. I've done a whole research on him... including yelp reviews... so far, my investigation is complete, and we have decided to go for it! He seems legit and has nothing but good 5 star reviews amongst the people. I'm hoping that he is as great as Tony, if not BETTER... I'll be updating here after our appointment.”