1 am delighted with the outcome of my experience with JLS. I greatly appreciate the time I received…read morefrom JLS Business and Financial Services since it enabled me to be responsible. They are unquestionably a great assistance. I will pass along JLS Business and Financial Services recommendations to my friends and family

Its all about helping people to get back on their feet. JLS Business and Financial Services is the…read morereal deal! Thank you for helping me with my problem, I am trully greatful that I've discussed my situation to Tita Lefie! She's been really helpful from step 1 until the very end. JLS Business and Financial Services is definitely a big help, I really love the time that I got from them because it helped me to be responsible and make a better living. I will recommend JLS Business and Financial Services and Tita Lefie to my friends and family. Thank you!

I want to thank the staff at Con Ayuda for all their great financial advice throughout the years. I…read moreappreciate how patient they are in explaining complex topics in simple easy to understand terms. Most recently they help to understand all the different options for a home equity loan and HELOC. They show me the benefits and what was best for my family. Thank you for all their great financial help. I wish the best for you guys at your new location in concord inside Las Montañas.

From the owner: En Con Ayuda, ayudamos a nuestra comunidad a lograr estabilidad financiera y cumplir sus metas…read more Ofrecemos préstamos de casa, bienes raíces, impuestos y préstamos de negocio, todo con asesoría clara, confiable y en español. Sabemos lo difícil que puede ser tomar decisiones financieras en otro idioma, por eso guiamos a cada familia paso a paso — desde comprar su primera casa hasta hacer crecer su negocio. Más que un servicio, somos un apoyo de nuestra comunidad para nuestra comunidad. Nuestro compromiso es más que un servicio: es un apoyo de nuestra comunidad para nuestra comunidad. Cuando uno de nosotros avanza, avanzamos todos.

Fannie is knowledgeable, and a true professional. I will be recommending her to friends, and family.read more

From the owner: For more than 50 years, Citizens Business Bank, N.A. (Member FDIC | Equal Housing Lender | Equal…read moreOpportunity Employer) has taken a customer-focused, relationship-driven approach to banking. The financial services company is consistently recognized as one of the top-performing banks in the nation and offers a wide array of banking, lending, and investing¬ services through over 75 banking centers and 3 trust office locations throughout the state of California. CVBF trades on the NASDAQ stock exchange under the symbol CVBF¬. ¬Not Insured by FDIC or Any Other Government Agency * Not Bank Guaranteed * Not Bank Deposits or Obligations * May Lose Value

My biggest annoyance with Mercer is that their portal support is only open until 2 PM Pacific time,…read moreMonday through Friday. This is an easy, probably not very expensive fix. The quality of your service will depend on your specific financial advisor and their support. If you have an inattentive advisor, you should request an alternate.

I had my initial conversation with Mercer today. The gentleman I spoke with was not really helpful,…read moreas i dont currently work with Mercer. Its like when I was in my 20's just starting out with TD Ameritrade and couldn't speak with anyone because I only had 25K invested. Now im in my 60's and have more but because I dont currently have my investments with them they wont give any advice. Just want to know how taking a distribution from an inherited IRA might effect my social security. They wouldnt work with me at T D Waterhouse and Mercer does want to give out any ( free advice ) is what Mr Deskin called it. Glad im with Schwab, the young man I work with there is great. SHWAB EVERYONE

I came here last week for the first time ever to have a document notarized. This service is free…read morefor members with certain accounts. I have no complaints, and it was a pleasure coming here. I had to come here because the other Pacific Service Credit Union I normally use, in Pleasant Hill, had their notary in training, so a nice teller there directed me to this location, which was only a few miles away. He said that all the managers here were notaries, so there should not be a problem at this location. This first thing to note is it is in a corporate center off of Diamond Boulevard on Willow Way, which is a convenient location (near retail and the freeway). The grounds are well manicured, and it was like walking through a beautifully forested garden to get to the front door. There were things like bridges that crossed creek beds, tables with umbrellas, stone pillars, wood railings, and an assortment of plants! I loved smelling the freshly cut grass. There was also plenty of parking. Inside, the location is different than most banks or credit unions. There are no barricaded windows. Everything is open, and the space is more quaint, smaller than what banks used to be. The teller quickly saw me, and directed to wait for the manager, who was with another customer. I sat in a plush waiting area with four seats. I forget to check if they have wifi, but I'm pretty sure they do. I noticed a free coin counter (think Coinstar) on the wall, as well as free shredding (limit one box). I used it in the past when it was a Coinstar at the old Pleasant Hill location. After waiting a while for the manager, she came and greeted me and apologized for taking so long. She verified my ID, added a California notary form to my provided New York State one since she had to do that to meet her legal requirements, and took my thumb print at the end. It was a quick and painless process. I was very happy how everything went, despite the wait. The only thing I would recommend is a little bigger signage directing customers to the branch location. It is confusing, because they also have the Pacific Service Credit Union corporate headquarters here, but in another part of the building. But at the same time, larger signage would make the grounds look gaudier, and there was probably a lot of user error on my part, lol. The branch is located in the rear. I parked in the front, but it was actually fun walking through the beautiful landscaping to get to the entrance. The nearby retail locations on Diamond Boulevard have become known for crime (think The Veranda), but this location felt very safe, as it was a corporate area. I want to come to this location again, as I loved it here!

I have been a long time member and have recently had an issue that I have reached out multiple…read moretimes to customer service for help with. After receiving a response from an employee in the lending department that another employee would be contacting me on the next business day, over a week ago, I have heard nothing. I reached out again, still nothing. As an elderly woman on a fixed income this issue is a big deal to me that I really need help with and being ignored multiple times is extremely frustrating. Customer service has gone down the drain!!

Working with JVM lending has been a real pleasure, and I cannot thank Victor Flynn and his team…read moreenough for assisting me in this process. This is the 2nd time I have used JVM, and they have provided top-notch service throughout. I would like to give a special call-out to Victor Flynn. In this 2nd time working with JVM, I told Victor that his speediness in my first transaction 3 1/2 years ago made me realize that he was "in like Flynn"--in that he was right on top of getting things moving from the very first day after I had contacted him regarding my mortgage needs. Victor's explanation of my various options this time around was presented in a totally clear manner, and he and his team were available to assist me at all times. I also really appreciate the fact that there was no pressure upon me, as I was not ready to get the move going for 6-9 months after my initial conversation with Victor this time around, and other than 1 or 2 check-in emails from him, there was absolutely no high sales pitch from them, and no "push" or fear tactics regarding the market. I highly recommend Victor and JVM team for anyone who is planning on selling and/or buying a home in the Bay Area. I have no hesitation in giving Victor and his team a 5-star recommendation.

Wesley at JVM Lending was amazing to work with! He helped us secure the mortgage for our home and…read morewas incredibly communicative, responsive, and always available to answer our questions. He worked hard to get us the best rate--better than every other lender we reached out to--and moved quickly to keep everything on track. We felt supported throughout the entire process and couldn't have asked for a better experience. We'll definitely work with Wesley again and highly recommend him!

I have been working with Tiffany for 4 years on my personal finances. I can tell you straight out,…read moreI would not be where I am right now without her! I am completely organized with an excel sheet that covers incoming/ outgoing expenditures so that I am set up for recurring items, as well as prepared for one-offs. My credit cards are paid off and I have a significant sum of money in my savings (something I hadn't been able to do before). I have separate accounts such as my "weekly allowance" for things like gas, groceries, movies, etc where I can track day to day where I stand; a Vacation fund, an Emergency account, etc. It's very convenient to meet on zoom on a periodic basis to keep things lined up and flowing smoothly. The relief of knowing where I stand financially on an ongoing basis is priceless! Not to mention that she is such an easy person to work with; smart and experienced beyond general personal financial management.

Where to start? I guess by saying that Tiffany "saved" me, well she saved me loads in credit card…read morefees and saved me from so much stress! My husband had died 2 years prior and I inherited his business and some of his debt, in the grief-fog I had been making the most of those dam credit cards. I was over $100k in debt, multiple credit cards some at 30% APY and my credit score was shot. I had held off going to a financial advisor for 2 reasons - 1. I thought I knew how to get out of debt - cut up credit cards and make payments - simple (wrong). and 2. It seemed weird to spend more money when you're already in debt. But I'm so glad I did! Tiffany and her knowledge and non-judgemental approach was worth every penny (and more tbh). Tiffany provided clarity and a kick up the butt to get my debts down. Not only focusing on what I can do now, but what I can also do in the future to prevent getting in debt again. Its been over 2 years since I first met Tiffany and I can say I am debt free, credit cards are at $0 balance and low APR and my credit score is crushing it! I plan to go back to Tiffany to work on my next stage of financial growth. Do it - you will be pleased that you did!

As first-time homebuyers using a VA loan in one of the most competitive markets around, we needed…read moremore than just a lender -- we needed a true partner. Mike Trejo and his team at Bridge Point Funding were exactly that, every step of the way. Mike's knowledge is genuinely comprehensive: financing, inspections, offer strategy -- you name it, he knows it. He has assembled an A+ team, and that made all the difference when it came to submitting competitive bids with quick closes and every detail handled flawlessly. During the toughest stretches, when we were outbid in some of the most heated markets, Mike was always there -- helping us strategize, process the disappointment, and come back stronger with clear lessons learned. Because of Mike and his team, we got our dream home. They have our strongest possible recommendation, and we would not consider going through this process again without them.

Bridgepoint Funding was phenomenal from start to finish. As first time homebuyers, buying our dream…read morehome felt like a huge milestone, and their team went above and beyond to make it happen. They were responsive, relentless, and truly had our back every step of the way. We couldn't have asked for a better team. Highly recommend!