Harbor Hills has been managing my retirement portfolio for the past several years. Marcos Alvaro,…read moreVice-President, checks in with me on a regular basis, responds to my inquiries in short order, and manages risk effectively to protect my assets. Harbor Hills has proven to be a reliable financial partner.

My accounts were transferred over to Conner Rehage after one of the previous financial advisors…read moreleft the business. Since taking over my accounts, I have tried contacting Conner a multitude of times to have him via phone and email, and communication has been minimal. The two times I have heard from him were a result of me contacting the previous financial advisor who left the firm to get a hold of him for me. Unfortunately, I have heard from several other clients who are in a similar boat who have had little to no luck getting a hold of Conner for assistance with their accounts. If you are thinking about opening up an account with Harbor Hills, I would not recommend it.

Samantha has a great combination of financial knowledge, analytic skills, and concern for the…read moreclient. Working within the framework of Edward Jones accounts, she finds ways to make money, save expenses, and provide income. We went to her for in-retirement guidance, and she has handled our IRA and 401(k) transfers with great care and precision. She also has an excellent combination of personal qualities: friendliness, flexibility, and the ability to work collaboratively. My wife and I interviewed several other financial advisors before we met her, and we liked her a lot more than the others immediately. We typically leave our meetings with her saying, "Wow! That was great." She is and has been a delight, AND she has been readily accessible and responsive.

Looking for a local company to do my taxes I chose Anita Peca at Walpole. She was apparently busy…read morein March so filed for an extension with the IRS for me. It's now June and I hadn't even heard from her, so I went this morning and picked up my paper work and will find another tax person. She gave me a bill for $375. Filing an extension is free, and I had 3 short conversations with her on the phone, yielding no useful information other then her emphasizing the base fee was $1200. and advising me to call the IRS with my questions - which I did. She was useless. I"ve never been late with taxes until connecting with this firm. I guess I'm 'small potatoes" and their bigger clients come first.

I'd like to give my review in support of Anita Peca and the Walpole Company in Santa Barbara…read more My husband and I started our association with them in 1983, upon the recommendation of my father. Marvin Walpole was his tax advisor and was recommended to us. We were with him, then a few other associates, until we were lucky enough to meet Anita and she took over our tax preparation. We've been helped by Anita Peca for at least 20 years, and we wouldn't want anyone else to do our taxes. She is so knowledgeable about all tax requirements and keeps up with the ever changing rules and regulations! She helped us set up a LLC with my sister and she does those taxes for us too. She and the business associates in Walpole work together on those taxes and have been since 2015. We moved to Nevada 6 years ago, and guess what? We refused to change to a tax company up here, when we have Anita and the whole Walpole company to take care of our taxes!! We are not "big cheeses", just ordinary folks, but we've been taken care of very competently by Anita and the rest of Walpole & Company. It is no surprise that Anita and the rest are so busy at tax time-they are the best and no one wants to use anyone else!! Sincerely, Bonnie R

customer service person handled my problem in a very…read moreprofessional and timely matter. I highly recommend her.

This company is despicable. They are a bunch of crooks! They took advantage of me as a single woman…read morewith weak financial literacy. I believe they altered my 403b agreement papers, raising my advisor fees to an absolutely excessive rate. For over twelve years, I never received an annual review or routine check-in. The little communication I had was through my own outreach. During this communication, I expressed my concern for the lack of growth in my account and my financial future. I was merely told to contribute more. I have since moved my funds snd filed complaints with FINRA and The SEC.

Looking for new or improved insurance is no walk in the park. Before I found Cody Allen at Atlas…read morePlus I had spoken to 7 different agents at different companies, all who said they couldn't get me a better rate or increase my coverage without dramatically raising my rate. Our agent Cody looked at our specific situation and with a little research was able to save us money and get us better coverage than we've ever had before. I love this company. They really take care of their customers. Even the owner, Sabrina, reached out and helped in building our policy. Going forward, we will be using them for all our insurance need

Cody Allen is our go to insurance guy! After shopping around for the best rates and coverage, Cody…read morecame through and was able to beat all of them with the best coverage. The whole process from getting quotes to coverage was seamless with the help of Cody and Atlas Insurance. He is always very prompt at returning calls and answering any questions we have. I would definitely recommend Cody and Atlas Insurance to anyone looking for a high quality insurance agent.

I was interested in refinancing my mobile home that's coming up in May, and I found out community…read morewest was the only one in town that can provide the service for mine that's built before 76 after lots of research. My bank advisor and I both spoke to Will on the phone, and we both agreed Will was knowledgeable, professional and very patient with our questions. When I came in to meet him, he drew out the rate plan and calculated all the numbers for me, including one for my current loan to compare. It was amazing how helpful and willing he was to go out of his way to get my questions answered. He also emailed me some form I might need that's not related to applying for a loan with him and offered further help. What an incredible kind gentleman, and I'll definitely apply with him when I need a loan. Thank you for all the help and advices!

From the moment i walked into the Bank, i was welcomed and met withGilbert Garcia. He was…read morewelcoming and turned out to be very accommodating and knowledgeable Branch manager came to greet me and offer any help, exceptional!!! Opened account very efficiently and perfectly met my needs Thank you American Riviera Bank *****

Always a pleasure working with American Riviera. Professional, secure, and staffed with the most…read morelovely people! Karen Downs in particular is always kind, sweet, and paying attention to every detail. Highly recommend American Riviera for your business or personal banking.

I just must say that I've been with Walorinta almost 20 years now and to this day they have…read moreprovided above and beyond customer service with my insurance needs. Bradley Walorinta and his entire staff are very friendly, great at answering questions and finding you what is best for your personal needs! Also the communication and response time is above and beyond. I highly recommend them to everyone as I always have over the years!

I am so impressed with Walorinta Insurance Agency. Bradley Walorinta has been so kind, professional…read moreand helpful exceeding my expectations for my insurance needs. He sincerely cares about his customers needs and is available to answer questions and help whenever needed including holidays and weekends. He always responds right away. He has helped me find the best insurance coverage for the lowest price and always notifies me when I have opportunities to lower my payments. He has saved me a lot of money and I'm very grateful for his expertise. I will continue to highly recommend Walorinta Insurance Agency!