{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“Not your average wealth management company. A very personalized down-to-earth experience makes all this a lot easier. They really do think about your wellbeing first, and don't have the legacy business model that drives me crazy! Thank you WPWM!”
“Love the location, love the people. Have several accounts here. Hours are excellent; easy parking. Always greeted with smiling faces. Diana Galvez, the Branch Relationship Manager, has been incredible with helping me with a small, technical issue that no one else could seem to solve. And I'll usually go straight to Melisa at the teller window for my transactions. The best! And be sure to snag one of the lollipops at the reception desk on your way out!”
“Mr. Warren and his company have been extraordinary to work with over the last few years. We have been able to go above and beyond initial projections. It has been a true blessing!”
7:30 AM - 5:00 PM
2629 Townsgate Rd Suite 135, Westlake Village
Investing
“Chris Hardt has done a spectacular job successfully managing my portfolio, especially through these recent chaotic times. His office staff is wonderful and very responsive. Nadia, who is a financial advisor working with Chris in this office, is warm, professional and knowledgeable. She took the time to connect with my son, who is on the spectrum, and engage him in becoming interested in his portfolio and making decisions around it. I was very impressed and grateful.”
Investing
Investing
Investing
Investing
Investing
“As a long time associate of Steven at Velocity Mortgage, I am thrilled to share my incredible experience. Through the years the VM team has assisted my group in closing some of the most difficult deals that ever could possibly exist in the most challenging markets. All at Velocity performed with extreme professionalism and efficiency. I highly recommend working with Steve and his team at Velocity for all of your commercial mortgage needs!”