I've known Sarah for 15 years and she was my advisor for the last 6 years. My dad has recommended…read morethat I move my investments away from her for years based on the fact that my portfolio has consistently under performed the market even though I'm in my late 30s and had no need to be this conservative in my diversification. In 2021 my portfolio did 8% less than the market and 2020 it did 5% worse than the market. Again I'm in my 30's, no reason I should be under performing the market this much. I continued to look past this as I felt comfortable that I knew and trusted Sarah. When it came time to buy a house (Sarah of course built this into my retirement plan) she recommended her husband who is a realtor so we started to work with him. Lesson here do not mix multiple business relationships but again trusted her so we moved forward. Her husband, although a very nice person, was really lacking competitive drive and didn't work out. After barely hearing from him for 6+ months Sarah discovered we used a different relator while we were in the middle of escrow and needed funds to move funds to an escrow account and she was irate. She proceeded to send me harassing messages very late at night through Facebook, extremely unprofessional. She cut off all communication to me and told me she was moving my accounts off of her to another advisor - I had no idea what implication this would cause being in the middle of escrow you can't change anything with money. Sarah blocked all communication from me and refused to assist me with anything I needed regarding my accounts, which was where my down payment was sitting. Needless to say, by far the most unprofessional and unwarranted behavior. She's irrational, unprofessional and also a poor advisor as again my portfolio was very poorly managed. Leaving CS/Sarah was way overdue. I highly suggest you explore other options when it comes to an advisor, Sarah is not someone to trust with something so important.

Earlier this year, we transferred our portfolio to Edward Jones via Sarah Reznick, and within just…read morea few months, took back all our assets away from that company. When we initially met with Sarah, she said she understood our goals and we thought she would be managing our portfolio well. That wasn't the case. Not only was she simply a salesperson and not the one to handle our account (it went into the "mill" and the system handled it), but she ignored the fact that some of our portfolio was in gifted stock and, therefore, had a low cost basis. She talked about diversification from this stock but never told us that our portfolio would be entirely sold so that Edward Jones could invest in stocks/bonds that would meet our goals. Diversification is one thing, but selling everything is something else. Selling all our portfolio resulted in a nearly $90,000 capital gain. When we questioned Sarah, she was totally unaware of our gifted stock, and so had ignored a major part of our original discussion. She will cost us a lot of money when we file our tax returns. We filed a complaint with Edward Jones and the person handling the complaint seemed to understand the issues in a phone conversation. However, in a final written letter, she blamed us for not understanding how their managed portfolio advising worked. There was no admission of fault and there was no apology nor compensation from Sarah or the company at all.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

The service at this bank is horrible. Why do they not have more than one banker? No one available…read moreat 1:10 pm as they were at lunch. Ordinarily you would expect at least two bankers to cover each other while one is away. Unbelievable. I would give zero stars is that was possible!

I have been a customer of Wells Fargo since 2015. Lately I have been getting the absolute worse…read morecustomer service!!! I had an incident where I deposited two checks via mobile deposit but because the photo was taken off of a computer, they flagged my account. Meaning I was unable to use my debit card or make any withdraws / deposits. Until the two checks were removed off of my account, per Wells Fargo demands. Keep in mind I spoke to 3 different Reps on the phone and went into the branch twice in NP and spoke to two ladies there. As NO BANKERS WERE AVAILABLE. Apparently they only have one banker working per day and when you ask for an appointment, they are booked until the following day or two. They do not care if you go without your money or if you feel that this is an emergency. I called the customer service line again today to see if the checks were finally removed off of my account, per Wells Fargo's demands, and the Rep had told me that she does not see any information on my account BECAUSE IT IS CLOSED! I told the Rep that no one had told me that within two days my account would close completely. I was actually told by two Reps on earlier phone calls that I could still use my debit card to make purchases such as getting gas. I had absolutely no warning! The Rep on the phone this morning was very rude and kept interrupting me when I would try to speak. The Rep did confirm that she did see notes where the two Reps before told me I could use my debit card and she apologized. When I asked "Since my account is now closed, which no one had told me, out of the 6 people I spoke with, how can I get my remaining money withdrawn for now?" The Rep replied " I don't know Ms. Andrews, go into the branch." This was a very unprofessional response in my mind. Wells Fargo is the WORST BANK AND I WILL NOT BE RETURNING! Wish me luck on trying to get my remaining money out of this account as I plan to go back into the Branch, once again!

My wife and I had to come here to get a cashiers check for our new apartment and we were met with…read morethe utmost kindness from Danielle, Jeff, Melinda, and Stephanie! They walked us through the process and helped every step of the way, making an anxious task extremely easy and stress-free. This is the nearest branch to Ventura and although the drive is long, I have no problem driving it for the service they provided!

Customer service is awful!!…read more I am writing to formally complain about my recent experience at your branch involving a check from Chicago Title. Better than a cashiers check!!! I went to the branch, that i opened the account, they knew who I was... The branch manager, Jeff Chen tried to place a week hold on my check. And when i said that i wanted my fund available, He then had the audacity to ask me what I intended to use my own money for and what I planned to buy. I didnt know I had to beg for my money!! At no point should a customer be required to justify how they plan to spend their legally earned funds. I did not realize I was expected to beg for access to my own money. Because of this unacceptable interaction, I stopped the transaction immediately and took the same check to Wells Fargo, not the branch where i opened my account, where it was accepted without any hold or unnecessary questioning. and treated me like a real customer!! Afterward, I contacted your credit union and requested a call back from a manager to discuss this matter, as the situation was completely inappropriate. To date, I have received no return phone call, which only compounds the issue. This experience reflects poor judgment, a lack of professionalism, and a failure in basic customer service. I expect an explanation, accountability, and assurance that this type of behavior will not happen again.

DO NOT PUT ANY MONEY WITH THIS MORGAN STANLEY OFFICE! The brokers there,especially Susan Ziegler,…read moreare far more concerned about their own retirement than their clients' retirement! I think their motto is, "a sucker is born every minute." Truly, I was stupid and trusted Susan, my "financial adviser," and was even stupid enough to tell her so! I did not do my due diligence. Don't make the same mistake I made and trust this woman because she seems so nice. I am far from wealthy and Susan Ziegler put me in Morgan Stanley loser investments. She even put me in a 2 star Morgan Stanley fund that has LOST MONEY for the past 5 years. " She never let me know about the downsides of any of the loser investments she put me in. She only told me the positive things. When I finally caught on to her, I asked her why she did that. She said "because there just aren't that many good Morgan Stanley funds." When I asked her why only Morgan Stanley funds she wouldn't answer me. I have since found out that the "financial advisers" there get more clients and a lot of 'brownie points" from the company by the number of Morgan Stanley investments their clients have. So truly, their system is rigged. Susan Ziegler even told that every new contribution to my Roth had to be put in the same loser Morgan Stanley fund. And guess what, because I trusted her and I did it. But, hey, if I hadn't, she wouldn't have gotten those trailing commissions! With my savings account (as opposed to my retirement account) Susan Ziegler put 1/2 of my savings in a bond that doesn't mature for 30 years!! Who the hell in this economy wants their money tied up for 30 years?! I know I she never told this bond didn't mature for 30 years! Would I have done this? --What am I stupid?! --Obviously, I am because I was stupid enough to trust her. She actually wanted me to invest in another bond and when I asked the bond's rating, I was told, "Bonds don't have ratings." --Total and absolute bald-faced lie! I guess there must have been a helluva commission on this one. The lack of ethics at this Morgan Stanley office is unbelievable. I don't know how these people sleep at night. These people are the type that give Wall Street a bad reputation. I would have been better off doing my own investing. At least I wouldn't have been stupid enough to put my money in 2 star funds that were losing money. DO NOT GO HERE just to let THEM make money at YOUR LOSS!

DO NOT EVER PUT MONEY WITH MORGAN STANLEY. They will take your money every way that they can…read more They have a service fee for everything and it is frequently taken out of the account. Up to as much as $150.00 each time. I was told they were going to take 1% a year. Turns out the minute they had my money they took money out for managing and it was 1.5%. They did absolutely nothing but park my money in their funds and leave it. I caught on to their game very quick and took my money out right away. I also am requesting a full refund of all fees. Sadly you always read these reviews after you already got screwed by them.

Last week, I went in branch to perform a transaction related to a check I had drawn from Bank of…read moreAmerica. The service representative (Keera) noticed an error that both B of A and I had missed. She and the other rep (Serenity) dealt with it quickly, professionally, and painlessly. I've never had anything but great service in my 20 or so years of using this branch.

I was out on hold for 27 minutes. The person on the phone was rude and impolite. The person is…read moreMarlene in customer service.

Ashley Lozano always goes above and beyond for me! She explores every single policy to make sure I…read morehave the best one for my needs. I am very grateful for her! Thank you Ashley! You are my insurance angel.

I have called 6 times now in the past month. I am always leaving a message with customer service…read moreand no one gets back to me. I am thinking about buying a new car, but how can I if I can't add it to my policy because I can't reach anyone but customer service who can't make any changes? My old broker was awesome, they sold to Inzone and I am highly disappointed. The hours are awful M-F 8-5. . It turns out I did get call back from them but it showed as Spam Risk...so I saved that number so I would not miss the call again, but I am at work M-F during those hours and beyond, so I spend my lunch calling them and then if they call back while I am working I can't answer my phone-especially for Spam Risk calls! I've also updated my number from my spouse and they keep calling the wrong number and my spouse won't answer Spam Risk ever. How hard is it to save the contact information? I have to shop around. I have 5 cars I need to insure, and will be buying another very soon. This has wasted much of my time, and I work 65 hours a week. I don't have time to waste.

Pyramid scheme/ MLM. They sell you insurance basically. If you want to put your finances in the…read morehands of someone with zero financial education who paid $200 for a 1 week course, have at it. I would suggest going to a professional with a finance degree. When you don't want their finance help, they try to get you to work for them since that's how they make money. If you're a female they try to use phrases like " empowering women" " don't you want to stay home with your kids" and the usual fear mongering tactics " what if your husband dies". If they really wanted to empower women they wouldn't be trying to get you to screw over other women while simultaneously screwing you by roping you into their nonsense. Pay attention to the negative reviews, do your research on the company.

They are passionate about helping others and committed to improving services and training…read moreappropriate salespeople.

Larry has been doing my taxes and accounting for many years now and he never fails to amaze with…read morehow professional and efficient he and his team are!! Lilian, Heidi, Wendy and Larry (to name a few of his team) are like a well oiled machine and I highly recommend them!! I will finish by saying that I TRUST them!!

From the owner: Artists Business Management Group is a Bookkeeping, Tax Preparation and Business Management Firm…read more We have been providing business management services in the Newbury Park area for over 30 years. Our clients include entertainment professionals such as actors, writers, producers, musicians and those in the sports industry. We know that the role of a business manager involves working closely with assistants, agents, managers, attorneys as well as families. We assist with everything from home and auto loans to medical expense reimbursements. We excel in Tax Services, estate, financial and investment guidance and planning to reduce the amount of taxes owed and provide a comfortable future. We have streamlined processes to ensure accuracy and consistency and we pride ourselves on providing our clients with transparent reports and full online access to all financial accounts. Our staff have the knowledge and experience to handle all of your business and personal financial needs.