This is the best bank ever! The friendliest staff, shout out to Selenia, Diana, Corinn andSteph…read morethey are all super approachable and willing to help out.

I have been banking (Business and Personal ) with the Vista Branch for 20 plus years…read more We have Checking- Savings-CDs-Line of Credit . The team at this branch is excellent, from Management to the Tellers all are professional and always helpful. We love the personal service and feel like these employees are an extension of our company, always looking out for our best interest. So happy that Banc of California kept the Managers and Tellers from the Pac West acquisition.

Working with Tobias and Business Skeleton has been great. They have helped me get organized and put…read moresome structure around my books. Don't know how I survived before BSK and the mounds of paperwork and receipts. Tobias is a wiz when it comes to Quickbooks and Expensify.

I cannot recommend this company enough. Tobias and his team have done exactly what I have been…read morewanting done for the small company I have worked for since I have started here. They were able to go into my company books, clean up a serious mess which I inherited, create functioning systems to efficiently and effectively pay my subcontractors and vendors, as well as get us to a place to forecast our cash flow in a very short period of time. They understand the complexities of a general contracting business. They respond quickly and thoughtfully. They have created a sense of relief and comfort for me and the company's books and I feel 100% that they have my best interest in their heart. Absolute joy to have found them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

I didn't end up originating my mortgage through him, but I just had to come on here and say I…read moreHIGHLY recommend Drew Clemans for your mortgage origination needs. Throughout my entire home buying process Drew was generous with his time and expertise, literally every step of the way. His bio mentions that his approach is rooted in education, and that really came through in my experience. He took the time to make sure I understood what was happening and why, which made the whole process feel a lot less overwhelming. His advice was thoughtful and tailored to my situation, never generic or salesy. He knew I already had a lender but he was still willing to give him time and advice with no strings attached. He also connected me with a homeowners insurance agent who ended up getting me a much better policy than what I was originally planning to sign up for. That referral alone made a huge difference. Drew is the kind of person you want in your corner when you're navigating the home buying process. Knowledgeable, kind, and genuinely invested in helping people. I truly can't recommend him highly enough.

I worked with Drew as a first-time home buyer, and he honestly made the whole process so much…read moreeasier. I ask a ton of questions and tend to overthink, but he was patient the entire way through. He was quick to respond (even over text), always kept me updated, and made sure I actually understood what was happening at each step. Most importantly, he gets things done and is always on top of everything. If you're looking for a lender you can trust, especially if it's your first time buying, I definitely recommend Drew and the Transparent Mortgage team. They were great to work with.

We highly recommend BlackBull!! Trustworthy! Blackbull has…read morebeen doing our taxes for 5 years. No worries when April tax season rolls around. BlackBull does all the heavy lifting for us. They help us get organized every start of the year to get all the required tax documents. And that's it - BlackBull takes over! Communication with BlackBull is easy thru their online message chats - if any questions. As a couple - we dreaded spring due to the April tax season and filing. Now it's worry-free and no-hassle -- thanks to BlackBull Accounting!! Shout out to Rosa who helps us get organized and reassures us all is well!

So they did my taxes and did them accurately. I'm not so sure that they saved me any money, but…read morethey didn't cost me any extra either. The problem came when the IRS did not post my final payment. I received a bill from the IRS saying that I owed them over $2000. I sent the letter and the proof of payment to them and asked them what happened? They told me that I had to call the IRS to find out why they didn't post my payment. I even reverified that they were not going to make that call for me. My taxes are complicated, and I have had a CPA prepare my taxes and electronically file them every year for the past 30 years. Things like this don't happen often, but when they do THE CPA IS THE ONE WHO CALLS THE IRS ON MY BEHALF!! If there were an error on the preparation of the document, then I would have been at a loss to explain it. I ended up waiting on the phone for 4 hours and was able to get it straightened out myself. However, I am now looking for another accounting firm because this is not the level of service I require. At the same time, as I said, they prepared my taxes accurately, so I don't think it's fair to give them just one star. I'm not sure I would recommend them though, just based upon the fact that they aren't going to help you if anything goes wrong.

In late January, we opened a checking account for our women's golf club. I cannot emphasize enough…read morehow smoothly this transition has gone. Everyone I've worked with at CCCU is professional, friendly, well-informed about CCCU and its products, and NICE! At a financial institution! It's unlike my experience at the big mega banks. The people at CCCU actually answer your emailed questions. They don't just send you a 31 page link for you to find it on your own. Shout out to Karina who I've worked with the most. She's great interfacing with the public. My mind is blown at how great everything is working and how easy it is to work with CCCU. I recommend this institution and this branch.

Lorrania was wonderful! Signing up was so easy!! Looking forward to Banking with them.read more

UPDATE... This was formally named Torrey Pines Bank, but it now Western Alliance. That said,…read moreeveryone here is the same and still amazing to work with. It's just a change to the name of their parent company they've always been part of. I highly recommend banking with them!

This is not my usual Torrey Pines branch, but it was convenient for making a deposit while I was in…read moreOceanside. Finding the branch was problematic -- Waze took me to the opposite side of the office park, and Torrey Pines branch has not signage visible from the parking lot. The branch is big and airy, and the tellers are friendly and professional. I really enjoyed the experience ... onc3 I was inside the branch.