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    Charles Schwab

    2.7 (13 reviews)
    Open 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

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    First Citizens Bank - Looking West from street

    First Citizens Bank

    (9 reviews)

    La Jolla

    Jason provides professional and individualized service. The bank's staff is very informed and…read morecustomer service is thorough and timely.

    First Citizen's Bank changed their name a year or so ago & used to be called Iron Stone Bank (same…read morelocation. same bank). I have been an account holder for nearly a year and the overall experience is disappointing. Upon opening my business account it was explained to me that while no interest was being paid on my account balance that this smaller bank has a reputation for "high touch" personal service which is above and beyond most banks. This branch is conveniently located a block from the house so I decided to give them a chance. Now that I've been there a while I now see how much patience is required to work with them. For example, the technology is dated (from their old-style ATMs with limited capabilities to their clumsy website). The service at this bank is also below what I was led to expect. Just one service example, unlike my other banks First Citizen's places unreasonably long deposit-holds of more than a week on the my clients' checks I deposit (even checks drawn on local banks). That's life... except branch employees complain when occasionally (about once a month) I provide them with a bank officer to call at my client's bank in order to release my deposited funds earlier. Apparently making an occasional phone call to accommodate an account-holder is above and beyond the "high touch" service they had in mind. My experience with First Citizen's bank has made me realize how important having current technology plays into the service experience at a bank these days. This bank's dated technology and policies (like the long check-holds on deposits) requires patience not required at my other banks. Also, the fact that First Citizen's has shorter branch hours and is inexplicably closed on weekends makes the banking experience far too inconvenient. Most other banks I utilize offer a better banking experience than I've had at First Citizen's Bank.

    Wells Fargo Bank - Looking north

    Wells Fargo Bank

    (18 reviews)

    La Jolla

    Went in with a crisp $100 bill... asked for quarters as I have done bi-weekly for the last decade…read moreto do laundry... Today, magically, the new teller NEEDED my bank card.... absolutely unable to grab quarters without it. (Something not needed for the other roughly 260 times I have performed this exact action.... Upon giving my bank card, the teller said there is an issue with the machine and its a new computer so its giving them trouble.... a 4 minute MAX interaction turned into 35 minutes. And I was first in line. "thank you for your patience" ... Next time DO NOT ask for my bank card if its not STRICTLY needed. You CAN process quarter requests over $20.... Lack of educated staff combined with rude passive aggressive demeanor ruined my day and earned my first ever one star review. I would give a negative 5 if I could. I am strongly considering moving all assets out of WF as a result of this one interaction! After over a decade of banking. Do better!

    A huge THANK YOU to Heather who went above and beyond to help me with my business account that was…read moreclosed recently due to loss prevention. I was treated with the utmost professionalism and patience as I walked in very frustrated. She immediately took my case seriously and began making calls to see what we needed to do to make sure my business account could be up and running again. Thank you Heather for going beyond what I expected and for updating me multiple times during the process and communicating everything to a branch that's closer to my house so I didn't have to start from scratch! We need more Heathers in this world! You're the BEST!

    The Financial Planning & Investment Group - Jan Pretorius, Karen Purvis CFP® & Keith Paglierani CFP® AAMS®

    The Financial Planning & Investment Group

    (14 reviews)

    Whether you are a financially sophisticated gazillionaire running a web of companies from your…read moremegayacht or the kind of person who goes to the ATM to see if they have any money, you need a financial advisor. But not just any financial advisor. You need Keith Paglierani. Keith will grasp all the details while staying focused on the big picture. Even if you have everything figured out, he'll have a few more ideas for you and see at least one issue and a solution you missed. And if something financially major suddenly happens (say you win the lottery or lose a job), you can pick up the phone any time, and Keith will be there for you with great advice based on rigorous analysis. Always delivered straight but with kindness. I met Keith when he did an analysis and financial plan for a relative who asked me to tag along as the financial version of a medical advocate. I was so impressed by Keith that I hired him as my advisor. I've worked with him for nearly five years now and have referred him to friends. Two other reasons I feel so good recommending Keith - Having shopped for advisors, I feel confident that his fee schedule represents the best value in financial advice you will find. - Because Keith has a group of support people around him, he can deal with lots of data, fast. A couple of times, I've buried him in paper, thinking it would be a couple of weeks before I'd get anything back, and each time he'd been back in touch in a day or two with great thoughts based on close analysis. Keith is money. Literally.

    Jan and Karen have been our advisors since 2005 and we loove them! They are like friends to us…read more Ameriprise is known to be expensive, but they really help us out and never pressure us into doing things we don't want to do. They saved us from losing lots of money during the downturn in the economy. To me, they are worth every penny to make sure our investments are on track and to keep me from stressing about it all. I was originally referred to Ameriprise by a friend. His advisor was a family friend, so I trusted him. I was with him for about a year before I moved out here. My old advisor referred me to someone here in San Diego who would not return my calls or emails, so I was about to give up on Ameriprise. Then, I was referred to Jan Pretorius. I made an appointment and went in to visit him at the La Jolla branch. I then discovered he had a partner with him, Karen Purvis. He likes to take care of retirement and 401 (k) stuff and she likes to take care of expenses, insurances, your financial goals, etc. Eventually, they moved out into their own office at the Morena Blvd location. They acquired a paraplanner, Tracy, who is just as great. When we go in for our twice a year meetings, we are greeted by name and everyone is super friendly. During our visits, we track our spending and savings, mostly with Karen. We focus on how on track we are with our goals and talk about making changes if needed. Jan will then talk about the market and our 401 (k) and changes he's wanting to make, etc. I love not having to deal with all that! They've even made calls to try and help us out with things during our meetings and put the call on speaker phone for us to hear. Every once in a while, they will try to sell us the idea of something new, like life insurance. But, in the end, it is all our decision and have never ONCE felt pressured by them. I'll admit, we've gone against their recommendation before. They return all emails and calls usually in the same day. This office is very personable. They send us chocolate for Christmas, they sent us a wedding gift off our registery, and they call us for our birthdays. Seriously, I couldn't imagine using anyone else as our financial advisors. Based on other reviews of Ameriprise, it all depends on who you get as an advisor. We got lucky. They do a terrific job and anyone interested should call them up for a free consultation.

    Charles Schwab - investing - Updated May 2026

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