WTF ! ? I went to my Bank to use the ATM Machine and it's ALL GONE . The furniture is all gone…read moreinside the Bank and the ATM Machine is GONE ! The Bank never notified us no phone calls no emails no text messages ! ! It just vanished into thin air ! !

The bank tellers at the Rancho Bernardo branch are very kind and helpful, despite me not having an…read moreaccount. I will definitely think of opening an account in the future!

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.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

I've been using Ron for my taxes and couldn't be happier. Fast, professional, and incredibly…read moreknowledgeable. He takes the stress out of tax season and actually helps me understand what's going on. Highly recommend!

Ron is friendly and makes the process stress-free. I had received IRS letters from past years that…read moreI messed up and he got everything back in order for me. He is organized and also kind.

Long wait, in experience, short staff, less courtesy bank teller except the security person.read more

I took my Mom to get a cashiers check for my daughters car. I don't think I have step foot in a…read morebank in a very long while. Most everything can be done either virtually or through an ATM and some banks have very few stand alone locations around here anymore. We were welcomed by the guard as we walked in, he was very polite and nice and the staff inside very welcoming and helpful. There wasn't really a line when we walked in and we were able to get the check fairly quickly. Staff is great and this location has plenty of parking and is easy to get to.

I couldn't be happier with the service I received from Beau Hodson and team. I found Beau as a…read moreresult of a Yelp search and he definitely delivered. Just like you'll note his responses in Yelp reviews, Beau is super communicative throughout a stressful process. He is calm, rational, and strategic in landing the best possible deal. He was quick to pivot and find alternatives but ultimately landed the best scenario for me. We worked together for about 3 months and his approach was consistent throughout. We have long-term goals that he's kept in mind throughout and already considering for the next move. Thanks to his expertise and my experience with him, I am confident that we'll be successful in achieving our goals.

Beau went through several scenarios for my investment property purchase and kept on top of all my…read moredeadlines and outstanding documents even for my quick close. Would recommend!