Customer Service is exceptional. They always greet me by my name, and always have a smile. If you…read moreare looking for a bank, Banc of California in Indian Wells is your go to bank.

This is my go to banking establishment! They go out of their way to make your banking experience…read morefriendly and personable. I would highly recommend their services for personal or business.

Mike has been a tremendous help in the process of building my startup. As a new company navigating…read morethe world of business, it's been a big help with Mike guiding me through unknown territory and helping me find solutions to problems I didn't expect. He truly cares about helping me and my company grow, and is available to help in whatever I may need. He also gives me homework to make sure I stay on track, and the results I've seen with just a few meetings is really impressive. I've learned a lot from mike, and feel that my company is headed in the right direction. Thank you Mike!!

Mike has been wonderful to work with. He has experience owning several businesses on both coasts of…read morethe United States. He built his businesses from scratch. So he totally understands where I am coming from as a business owner for over 30 years. He has given me working plans, has written letters for me and has given me great advise. Would highly recommend Mike if you are starting a business, trying to grow an existing business or just would like some fresh ideas.

Incompetence and unprofessionalism are taken to a new level. Despite having an appointment in…read moreearly February to prepare my taxes, they had to file an extension. Even though they had not completed my taxes, they sent me a bill and charged late fees although my taxes had yet to be filed. I called several times and sent several messages, none of which I received a response. When I made an appointment, they did not honor the time and when I finally reached a human, I was not connected to my CPA but with an assistant who could not answer my question. And, of course, they never got back to me with an answer to my question. Not cheap, not professional, and grossly incompetent.

My husband and I have had careers totalling one-half-century-plus on Wall Street--respectively in…read moreM&A and trading--and have worked with most of the big-name accounting firms in the United States and internationally. Having moved West from New York several years ago, we now work with Kelli Cox and her team on substantially all of our personal, corporate, LLC, and 501(c)(3) returns; our son also works with Kelli on his own personal returns. Our singular regret in working with Kelli now is that we didn't move our accounting business to her decades ago. Kelli is an accounting wizard and magician, cost-effective, charming and kind. Six thumbs up.

Franklin Loan Center Should get 10 or higher stars in our opinion for the direct…read more honest work they do from the beginning to the end. Mr. Sean Kent La Rue's professional knowledge and years of experiences helped us understand the process of getting approved for a home loan by stating all the facts. He made the process an enjoyable, life altering, dream come true experience, what we imagined purchasing a home should be. He got us approved in less than two months. If you are looking for highly knowledgeable, experienced, and honest lending company, we highly recommend Franklin Loan Center in Palm Desert, CA.

Bradley Mullen's knowledge of the mortgage market and his professionalism made for a great…read moreexperience. The entire process was complicated but Brad made it seem easy. Through his detailed communication, he kept everyone informed throughout the process.

We are running late to our appointment for a mortgage. The banker is very kind, Hispanic lady, and…read moreI'm trying to figure out her name. When you first walk in the lobby, she is to the right, speaks Spanish and was very helpful

Dulce went above and beyond! I visited this Bank of America on 5/27/25 to open a checking account…read moreand was immediately greeted by Dulce. When we mentioned we had just moved to the desert, she warmly welcomed us and started a friendly conversation about the area. She even took the time to talk to me about the benefits of pursuing a career in banking and genuinely encouraged me to consider it. Her passion and insight were incredibly inspiring and I'm now seriously considering looking into it further because of her! While opening my account, we encountered an obstacle that could have prevented the process from moving forward. But Dulce didn't give up. She found a solution and made it happen. She's truly exceptional, dedicated, knowledgeable, and committed to making her customers feel heard and valued.

Called this lady to ask just a question regarding my return, and she was so kind and helpful. I had…read morecalled "The Experts" out of the phone book, and they were terrible. Not only could they not answer any questions, but played games about whether the question was a legal one or not, they aren't lawyers. Cathy was great. I explained my situation, and basically had my taxes done, but had one important question. In the future I'll be taking any of my tax or payroll work to her.

Cathy is a delight to work with. She is patient, knowledgeable, willing to answer all questions. We…read morehave a complicated tax situation, and she made it all seem simple! Courtney at the front desk is also very nice, easy to work with, friendly, and professional.

I had a great experience working with Charise! She helped me navigate health insurance/Medicare…read moreoptions, and made what can be a really confusing process feel easy and stress-free. She took the time to explain everything clearly and helped me find the right plan for my needs and budget. Super responsive, knowledgeable, and genuinely cares about her clients. Highly recommend if you need help with health insurance or Medicare!

Charise is the person you want to see for all your insurance needs. She is very thorough and knows…read moreall the ins and outs of Insurance. I had a fantastic meeting with her and enjoyed our conversations and her wealth of knowledge when it comes to medical insurance. Thank you, Charise.

Run.....Don't stop just keep on running from any of these low life scam companies. Spoke with Aldo…read moreJimenez. For a $5000.00 loan on my car it would cost me more than 70% interest rate per year or $350.00 per month interest. What a rip off. You may contact me @ AMOLINA1904@MSN.COM

I was absolutely blown away be the level of professionalism and efficiency. These folks have earned…read moremy business for life. Nancy and Aldo are fantastic. I would definately recommend them to anyone looking to get a loan anytime.

Friendly, down to earth service. Had some questions that probably weren't worth their time to…read moreassist me with, but they were kind enough to look into getting answers for me. That says a lot. Hopefully, I win the mega lotto and their thoughtfulness will be rewarded! I have no reservations recommending them.

Kari is very knowledgeable on investments and tax law. I am very impressed with her service.read more