Investing near Sun Valley, CA

17 locations found near Sun Valley
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“Alec has been a wonderful financial advisor to me. I found Alec in 2021 and have been quite happy with him ever since. He is always available to answer any questions you may have and is always willing to help. I highly recommend Alec.”

5 Superb40 Reviews

“Alec helped me with all my financial questions, I'm just starting to learn how to fix my financial problems and how to build and work with my finances and he was very patient with all my questions and explaining to me each and every question i had. He was also very generous with the knowledge he has to help me with this. Definitely a great person to work with. Will definitely recommend.”

5 Superb11 Reviews

“I have been a member of Logix since 2011 and I am very pleased. The staff has been friendly, knowledgeale and always willing to assist. I am impressed with their online banking platform- it is user-friendly and convenient. Highly recommend for the saving rates alone.”

3.8 Good82 Reviews

“We have really liked this branch. It has always felt friendly, personal, and safe. Ana Quzian has been great, she is our point person there. She is so efficient and pleasurable to deal with. We are sad to hear the branch is closing. We aren't fans of another local branch. We hope the other branch, close by, gets better. But it feels like an attitude problem. The people are also nice at the Lankershirm office, but it's farther for us. But I'd rather drive farther than feel uncomfortable. Anyway, Ana, thank you for your help, always.”

5 Superb5 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 this is a client portal for covid-19 slush fund made by Clinton e Breckenridge Juniors personal email colvin 19 [email protected] you can contact me at Sea Breckenridge Junior 30 you know 325 @gmail.com or you can contact me at 626-267-4760 thank you have a blessed day I'm looking forward to hearing from you”

3.4 Good5 Reviews

“Only 5 stars because Dixie topchan was so nice. She didn't discriminate against me. She smiles and laughed at me and I was already having a bad day but she made it better”

3.4 Good5 Reviews

“The staff at Wells Fargo Bank displayed an exceptional level of professionalism and knowledge. They patiently listened to my inquiries, addressing each of my concerns with care and attention to detail.”

3.1 Average9 Reviews

“Former contractor and employee ..... great place to work. Met some very welcoming and understanding professionals at this location who not only embedded in me the skills needed to be successful within the company but also in the industry of post production services.”

3.7 Good3 Reviews

“I LOVE this bank! I have been a long time customer here and prefer it to any other bank. The whole staff is so friendly and helpful anytime they are needed. They have a very personalized way of banking. They know their clients by first names and treat all their clients like family. I would recommend this bank to anyone for their banking and loan needs.”

3.7 Good3 Reviews

“Been going to Schwab for years and they finally moved to the lobby floor with Ameritrade. So the unit number is no longer 1105. Enter the building from the main entrance and turn left, the office is right next to the elevators ?”

3 Average9 Reviews

“The tellers and the managers I interact with are so Super kind and friendly, they really make me feel welcomed, and I so look forward to going to the Encino branch every chance I get !!”

3.2 Average4 Reviews

“All the staff have exceptional excellent service! I needed to make a wire transfer and the banker Fatima Salazar accommodated me in less than 5 minutes even when she was so busy and I didn't book an appointment with her. I've been coming here for years and they always perform top notch! Keep it up Van Nuys Branch! Thanks again Fatima!”

1.4 Poor9 Reviews

“To many complain and complain. Let's see you lead by example in all areas of your life. You might laugh because your life is a joke, but honestly, it's a nice bank, I like it and I have no problem with it. I walk up to them and ask them to help me. I don't wait and think that people are going to always come to me. Who do I think I am? I like banking with Wells Fargo so why would I complain? Have a nice day everyone”

1 Poor5 Reviews

“5 stars for every manager that works here. I had some confusion with my account and they went above and beyond to help figure it out. This branch specifically operates more like a small/family owned facility. Every experInce I'd had with this branch has been pleasant. Keeping my business with Wells Fargo specifically from this branches management team!”

1.1 Poor12 Reviews

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