Best Brokers around. Taking care of my Medical Insurance for 4-5 years. Makes choosing my needs…read moreeasier than I ever thought possible. The entire crew is knowledgeable and always helpful with any concerns or questions that may arise. I highly recommend... and have done so to friends. Terry G.

Great customer service, knowledgeable agents, and excellent solutions! I wouldn't trust anyone else!read more

SPAM company. Extremely unprofessional. I am sick and tired of getting calls from them. I've…read moreblocked dozens of their numbers. They call at ridiculous hours as early as 6am in the morning. I've been telling them for the last year that I am not Souzia Chadray (or whoever) and they won't stop calling me! I've called their number back to ask them to remove my number (again), and have been yelled at and asked why I am calling them if I am not Souzia and rudely hung up on. Even if I was Souzia, they're a joke!

Well, well, well while filing a complaint against Penchecks company regarding them refusing to…read morerelease my 401(k) funds they obtained through a former employer of mine, I stumbled on this...another company name at the same address and the reviews are typically horrible and mention Penchecks by name. Following is my nightmare dealing with Penchecks: "Since January 27, 2025, I have been trying to get Penchecks Trust Company of America, located at 8580 La Mesa Boulevard, suite 100, La Mesa, Ca 91942, to transfer 401(k) funds of mine ($1,059.14) that they have been holding for ten years from my previous employer into my current 401(k). I have made five lengthy phone calls with three different Penchecks representatives, and numerous emails to them. Each time I call about these funds there is a new problem or reason they haven't processed this transfer. The first problem was a wrong checked box which was corrected, the second problem was an incorrect social security number which did not come from me. It took until the fourth call with a third rep (we spoke to one twice) to be told Penchecks needed a copy of my social security card and driver's license. Something neither of the other reps told me was required. As you can see, every time we call, there is a new problem or new requirement preventing them from disbursing my funds. The reps are always unfailingly polite, but do absolutely nothing to bring this debacle to a close. Our latest conversation on 03/24/2025, they assured me that they mailed the check to my current 401k address on 03/20/2025. I asked for a tracking number because I had paid $30 to have the check sent certified mail to my current financial institution that administers my 401(k). After stalling for several minutes, the rep finally provided me with a USPS tracking number. i Immediately went on to the USPS website to track the number and it showed the number was in pre-shipment, meaning the check, in fact, had not been mailed. When we pointed this out to the rep, he gave a not very convincing explanation for why this could be occurring. Upon checking again today, 03/26/2025, it still shows as being in pre-shipment, six days after Penchecks claims to have mailed the check. Upon researching Penchecks on line, I have read complaint after complaint about this company on Google reviews and the Better Business Bureau. Apparently, this is a common tactic of theirs. Penchecks stalls to disburse funds and also claims the check must have been lost in the mail, charging the customer another $30 to resend it. It is unconscionable that this company is allowed to do this with people's money. I have filed a complaint with the Consumer Financial Protection Bureau and am researching who else I can file a complaint with about this company. Stay far, far, away from them if you have the option to do so. I did not. My previous employer gave them my 401(k) earnings when he closed his business and I had no say in where they went."

Customer service is always amazing! Location is convenient. Whatever needs I have I'm in and out of…read morethere timely!

As a Veteran, I've always felt appreciated at every Navy Federal Location. And this branch…read morespecifically has always treated me with respect, I have noticed their staff changes quite frequently, but nonetheless the customer service has always been great, until TODAY. I always come and do my usual business at this location, but I had this lady employee (whom I've never seen at this branch) who had an ugly attitude I'm not sure if she was having a bad day. I got her and told her to "have a nice day" because I'm not sure why I was treated with so much disrespect from her, she wasn't even the one helping me with my transaction, Helen (the new employee who is always great) was. However, Helen had a question/clarification in regards to my transaction and she went to her coworker for some assistance. This lady, her is DEVIN, comes up explaining that I can't do my transaction because xyz ( I won't get into detail) but she continued on to say that they aren't liable especially since they informed me about a policy. I COMPLETELY understand the policy. I have been a Navy Federal member for 6+ years now, you would think I would understand protocols and policies. She was just very nasty going back and forth with me about stating I couldn't do such transaction even I've always done it and there were no issues. I am disgusted and disappointed in this branch. It's obvious she needs to work on her customer service skills. And for me to write such a detailed complaint, this truly needs more attention. Veterans and families deserve to be treated with respect, isn't that Navy Federal's motto anyways???

Jesse is a great guy. Upfront, honest and friendly.read more

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Christine is very personal, professional and extremely intuitive with her intelligence regarding…read moreall financial arenas. Beth, her assistant is also a fantastic asset to the success of all my financial transactions. I have trusted Christine and Beth for over 25 years with my portfolio and recommend them unconditionally!

Chris has always taken great care of my clients. She is friendly, helpful and a pleasure to work…read morewith.

I called this office on June 3 to schedule a visit, I was told I needed to send my tax returns and…read morehave a phone consultation. The phone appointment was set for June 18th. Today they called and said Vickie Petix was not taking new clients and I was being referred to another accountant. I asked for the same date and time; she confirmed. I then received a callback saying she hadn't looked at his calendar and he was on vacation. I am moving and the appointment was time sensitive. I wonder if they looked at my tax returns and I don't make enough money? This office made two appointments with me and cancelled both of them. I now have no time to find another accountant before I relocate. i would strongly recommend looking elsewhere!

Started with Petix& Botte in the early 1990's. I've worked with Paul for the past 30 years. A…read morevalued partner in our lives, my wife and I. Brilliant, Reliable . His leadership has guided Petix & Botte into becoming best of class reputable firm over the past 3 decades. Petix & Botte - Professional to the highest degree. John Hitt