I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

Yes, this financial specialist were amazing. My advisor - JC, he's amazing & does explains…read moreeverything we need to know. TFA did my living trust review & we were satisfied. Perfect! I don't normally trust anyone specially in regards to our financial savings. But through the help of JC , we (husband & me), we believe in him, trustworthy. He spends time to explain to us word for word in a matter that a layman person will understand.

Andy Chabot is an excellent Financial Planner. He goes above and beyond to manage his clients…read moreportfolios. I have referred several of my clients to him and they have all raved about the quality of his services.

From the owner: Comprehensive Financial Planning Retirement Planning…read moreBusiness Consulting / Succession Planning Group Retirement Planning Estate Planning College Planning Investment Planning Insurance Planning Life Insurance / LongTerm Care / Disability Comprehensive asset management accounts Mutual funds and ETF's Individual stocks and bonds Domestic and foreign securities Alternative investments REIT's, Fund of Hedge Funds, MLP's Annuities Fixed, Indexed and Variable

Very good staff Always been helpful…read more In the past I went to Brea location. Those people never helpful. A nightmare to deal with This staff is great

First Visit…read more Extremely fast and easy service Both bank representatives assisted and were courteous Greeted me with a smile Highly recommend Thanks for reading

I've seen the kind of personal attention that Andy Chabot gives to every one of his clients and the…read moregreat results. I would highly recommend Chabot Wealth Management.

Chabot Weath Management is the right place to go if you want your money safe and well taken care…read moreof. Investing is a risk but these guys are on it and have your best interest in the front mind.

Where should I begin, for many years I felt so unhappy with my financial status. I had made some…read morereally poor financial choices that affected my credit score. Believe me, it took a lot of courage to pick up the phone and make that appointment. All I knew I needed some kind of outside expert to help me improve my credit score. After reading the reviews on Yelp I did not hesitate to called Brilliant Credit. I had a consultation with Crystal Mayoral. She was amazing!!! THANK you so much. She was so informative and caring. You could tell she really cares about the clients needs. I felt so comfortable and I understood. I also met with another representative from brilliant credit ( sorry I forgot her name) . She was very professional and informative as well. Thank you for your knowledge and expertise. I left brilliant credit feeling so hopeful, confident, and knowledgeable. I cannot wait for this journey to unfold. I know big changes are going to happen. I cannot wait. Thank you Brilliant credit!

Extremely disappointed in the service. I've been using this company, specifically working with…read morecrystal, for 4 years now for my student loans. I've been calling for the past year trying to get my loans situated and I get no call back. Last week I finally got someone to answer they told me Crystal is not in but they will look at my account and find out what I need to put on my taxes. I told them it was urgent that I got the info that day since my accountant was working on my papers. The lady assured me she would call, leave a voicemessage, abs email me by the end of the day. A week later and not only did I not hear back from them but they are not answering any calls. I loved working with Crystal but the stress I've been under because of the company putting me on the back burner is not even worth it at this point. So sad I have to find another loan advisor.

Went here to open up the checking account that has 0 transaction fee worldwide! Its a clean office…read moreand they have a keurig machine for your beverage of choice. Setting up an account was hassle free and the service was excellent. The card was delivered right away. All fees are reimbursed! Why would you take any other cards worldwide for atm purposes? I have not used the brokerage account here as I have other accounts for retirement, roth ira, and robinhood app for domestic investments and options trading. There are no atms here. Its meant to be used anywhere!

I was given great treatment until I put my money in. Now they can careless bout me and not return…read moremy calls or answer questions. Do not come here if you expect to be treated with respect.

Fidelity, specifically Cornel, are easy to deal with and manage my account without trying to be a…read morefinancial planner. Great choice of mutual funds - from conservative to aggressive

I didn't realize what a long process it would be to find a house. I thought of trying to find one…read moreby myself, but if you want it done efficiently and thoroughly with out-of-the-box opportunities, it's so much more efficient to find a realtor - Jennifer Ramstad is that realtor to contact! She was amazing, knowledgeable, and extremely patient (COVID created unforeseeable issues, prolonging the search for close to a year), especially when there are so many factors in buying a house. She knew when to put the pressure on the other party, as well as when to present me with options. Finding a house can be so stressful, but Jennifer handled the business aspects professionally, while managing the stressors, leaving me to look forward to the purchase of my home. Who knows what I might purchase next, but if it has anything to do with real estate, Jennifer Ramstad is permanently my realtor - and friend!!

Camille Bongga at All Nations Realty is very committed in serving us with honesty, loyalty and she…read morealways look out for our best interests. She is very patient in listening and answering all our questions and she works hard in negotiating in our behalf and she make sure that we are happy and satisfied. She is so reliable and was with us every step from the beginning up to the end and even after we closed escrow. She is with us all the way. She is the best. I will definitely recommend Camille with All Nations Realty, the office has a very elegant ambience and spectacular views as well.

Edward Jones charged me $230 just to close my account (transferred to a real broker). I would…read morestrongly advise against starting an account with Edward Jones... unless you REALLY like paying fees... even for LEAVING! Good-bye Ed Jones.