After having a horrible time at another agency I had all my…read morequestions answered and I will now be able to make decisions on the next step! I had a very bad experience with another agency and lost a lot of money! I came here asking for advice and guidance and I was shocked at what I found! I lost over $40,000 in equity and my offers were not presented to us I wish I had found you sooner and now I know we're I can come for trust! With them I feel confident I understand more what happen and will never be taken advantage again!

Please keep away. Highly unprofessional agents. They are rude and they hung up on you. And by they…read moreI mean their agent Marlina Fortie-Nudo *DRE #01399825.

They try to get you early, like the tobacco companies but with your best interests in mind. William…read moreand I met while I was on a supervisory patrol of my volunteer security staff at an anime convention. It struck me as quite odd to find a young financial advisor tucked into the corner of the shopping area of the convention. I joked about his presence, but soon we got to talking. Realized that I have all the puzzle pieces of a sound financial foundation, but he was holding the box with the reference image and tools to secure my financial dreams. Best adviser I've ever had. He gets my young exuberance and weirdness, rolls with my Downton Abbey-esque emails replying in similar tone, and works hard to make my money work for me. Not based in this office, but this is where we have our secret lair world domination meetings. Love the no pressure tactic, much more refreshing than other places.

I've been a client with Waddell and Reeds for several years. My advisor doesn't use any high…read morepressure sales tactic and he's knowledgeable. With rates of Cd's with returns of less than 1% and taxable. I diversified my portfolio into tax free municipal bonds and the strategy been successful. I just invested into the Franklin Templeton muni Cal fund C shares which is insured and has over a 13% return year to date. This fund has no commission fee as long as you're invested for a minimum one year. If you are unsatisfied with your returns from your financial advisor, I would definitely recommend Waddell & Reed. My adviser offers a large selection of financial investments such as annuities and Managed Allocation Portfolios.

Kelvin Ly absolutely saved my transaction! I can't thank Kelvin's diligence and attention to my…read morereal estate transaction. The lender I selected (to save a few bucks) absolutely dropped the ball on multiple occasions and on multiple fronts leading up to the day of the transaction. The transaction was almost completely ruined because of the lender's incompetence. At every single step Kelvin reached out well beyond what he was required to do, proactively fixing their mistakes up until the day before the transaction (literally). No one I know remembers interfacing with their Escrow Officer, but I was constantly talking with Kelvin as he literally dragged our transaction team across the finish line. I'm very grateful for Kelvin's knowledge and expertise.

avoid at all costs! they are totally incompetent and will fail to send you documents to review in…read moretime. They mishandled my file and it was difficult to communicate with them. The closing disclosures contained blank forms I was expected to complete and when pushed to do their job their cancelled the escrow. If you want you loan jeapardized and delayed hire kelvin ly and stewart title

This team understands the financial ups and downs of the market. If you're looking for a long term…read moreretirement team to help you retire and live comfortably, this is the team you want. I feel blessed to have met this team early enough to boost my retirement income and help me make my financial goals. I couldn't have done it without their help. Thanks!!!!!

I bought a Hyundai Elantra paid it off, and they refuse to give me my gap insurance that I paid…read morefor. Can You Get a Gap Insurance Refund? You may get a refund for gap insurance for multiple reasons: You no longer want or need it You change gap insurance companies You paid off your auto loan or paid enough of the balance that it's less than the car's actual cash value You sold your vehicle If you already paid for gap insurance, you can cancel it and request a refund from your car insurance company for any unused portion of the coverage. For example, if you have six months of coverage left on a 12-month gap insurance policy and you cancel, you can be reimbursed for the unused six months minus any fees. That's true so long as the policy has not expired and there is no deadline by which you have to request a refund. Bayside does not follow the rules....you are throwing your money away.

If you're looking for someone to assist you with preparing and planning for your financial future,…read moreyou should contact Rex Jackson Chief Financial Officer of IE Invests. He advises, invests and acts in the best interests of his clients. He has an AIF designation which guarantees he has the training necessary to ensure that your investment is managed in an appropriate fiduciary standard of care. I have been involved with Rex since 2012 pre-retirement. He advised me to invest in a policy that has a guaranteed life benefit for post retirement life. He sits down with you, listens to your goals and needs, assists you in determining your level of risk and then he finds a product tailored to your long range goals. He provides comprehensive financial planning for your current and future needs. Call him!

I would not advise anyone invest with Rex. I invested $300k with the man, it took me 16 years to…read moreget it back , not 1 dollar of interest or profit , Im lucky I even got that. He sells BS and you might want to have a look at his background too. Gary A.

These people will rob you blind. DO NOT do business with them. They have cost people millions of…read moredollars due to unfinished work and unpaid loans that they got through another company that ended up in default/foreclosure. If you search the owner, Joe Melendez, you can easily find multiple court cases against him. They simply changed their name to Mavin Loans Corp from Mavin Loans.

My experience with Mavin Loans has been top notch. Every aspect of the lending process has been…read moreamazing working with Joe and Michelle. The customer service, professionalism, communication, quality of products they offer, knowledge, experience, and time frame has been exceptional. Just to show you how amazing Mavin Loans is I can tell you I have done 5 loans with them and will continue to work with them. They have made the lending process almost seamless. Even if throughout all 5 of the loans if there was any sort of snag they always had a solution. I will continue to work with Mavin Loans for my lending needs and would stand behind their work and services and highly recommend the team at Mavin Loans. Thank you for all your help and support Joe and Michelle.

I have been a customer of this branch for years and am always impressed by Sharon who is efficient…read moreand pleasant. Lately, I have also encountered excellent customer service by Mandy who is very helpful, friendly, efficient and knowledgeable. I am impressed by her patience, thoroughness and attentiveness when helping me with my deposits to have better rates for my accounts. Mandy is a real asset to your banking institution.

The most irresponsible bank ever! We had a terrible experiences with them. Our banker named Amy,…read moreshe never know what she was doing, either asking for documents we already gave her or asking us to provide documents that actually from other people's cases. There were a lot of complications but her answer was always "I don't know." "It's not my problem, I already told you." But no, you didn't even remember our case Amy! Besides that, we just got a call from Sterling today told us that there was something wrong with the check; however, we never had any problem before, so we asked why? She said the system always goes the other way. Maybe the system let you pass in the past but it doesn't mean you'll pass every time. And it's not her business, not their fault but ours. How ridiculous is this! This is a bank, not some crappy company. So we asked again if we can have a customer service to call us back or transfer us to. Of course the answer is "no, I can't do that." Excuse me? You can't even do this simple thing? What do you do everyday for your job then? Overall Sterling is a trash. If you can, do NOT do anything with them.