Financial Advising in Ventura, CA
7 locations found near Ventura
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Financial Advising
Financial Advising
“I have used this family run company since the beginning, (many years). They are absolutely the best financial planners around. Mike and Debra are so dedicated to providing the best service, they go above and beyond as planners and managers. Their integrity, honesty and knowledge of financial strategies are bar none. I have experienced excellent returns and great peace of mind having the Lynd Group handle all my retirement planning and investments. Highly recommend.”
Financial Advising
“the Bank is great. Really great service at the bank. But the Phone service use to be great but I recently had to use it a few times and they seem to be lacking knowledge and haven't been able to help me. They need to do a better job on the phone and gain more experience. Other there gonna end up losing me as a customer. I needed help and I went to the bank to ask for help but they told me to call customer service. Then they couldn't help and they blamed the office so which is it. I'm guessing the phone service is to blame. Train them right Rabobank or me and if this is happening to others they will leave too.”
Financial Advising
“Gabe is a personable, honest man who looks out for YOUR best interests. He is very knowledgeable and always available to discuss your needs. Gabe helped me plan my retirement and continues to take care of my investments in a most profitable way. I’ve been with Gabe for over 5 years and have referred friends who are all pleased with his services.”
Financial Advising
“Debbie is so experienced and shares all her years of knowledge past and present in understandable language ! ..She truly cares for her clients and wants the best for them ....if a new update comes along she may think will benefit her clients she passes the information on and explains why it will benefit your portfolio....Debbie and Jenny are both professional kind and welcoming .... It makes for a most comfortable and informative visit each and every time ...I know my future is in good hands with Debbie”
Financial Advising
Financial Advising
“Chris is very friendly, we’ve been using them for over 10 years. Chris is very knowledgeable about finance and will answer any questions if he knows without extra fees. Would highly recommend him.”