Kind of a bad attitude from a Lisa who works here. I took the check here which was drawn on their…read morebank, all was good at first until there was an issue with the check. This is the first time there's been an issue with this check but her attitude went from nice to borderline judgmental. I know she can't discuss anything on the account, but it was just her overall tone after that changed. Almost like she was giving me the bums rush to get out to the bank. Lame.

I switched to this bank due to my employee merging with them and figured it would be a lot easier…read more This branch has such rude employees. Always talking amongst other employees, instead of helping customers. You walk in and they right away put up the next window sign.

So helpful and professional.. alex is wonderful. We were able to complete all our insurance needs…read morein one shot

I am so happy with the exceptional service I always receive from Allsberry Insurance Agency. I…read morerecently called and spoke to Dakota Allsberry concerning my homeowners and auto policies. She immediately took care of my concerns and got right back to me. She is an amazing agent providing great customer service to an already wonderful insurance agency. Thanks Dakota for all your help,

James Murray did an excellent job in explaining my options. Gave great examples and really…read morestripped it down and easily to understand. A true Fiduciary who is solely looking after you and gives you the best options for you versus his own interest as plans that he would get the best mark ups.

I've been to a few of these " free" Dinner Seminar's and is typical with these dinner Invitations…read moreis a lot of scare tactics. James Murray is pretty slick and has his act down and some fools buy it hook line and sinker. I always tell people sitting at our table what he's not telling them in his hypothetical scenario and they look at me, dumbfounded, and I wonder how these people were smart enough to amass some wealth yet fall for this BS. I really question whether a quality advisor would be fishing for customers offering a free dinner.My financial advisor said "we don't do that "we get clients from referrals and reputation. He said these free dinner advisors are polished salesman just there to enrich themselves pretending to be a trustworthy fiduciary.

I have worked with Sergio for many years now and he is the best at what he does. He is…read moreknowledgeable, honest, passionate, and patient with me during tax preparation. He is extremely well versed in the income based repayment strategies, especially when it comes to dentists. He has been active on many different platforms from SDNdoctornetwork, to dentaltown, to even reddit where he clarifies important student loan topics for all to benefit. I love that he thinks outside the box and gives me a very personalized recommendation for my questions. While we only speak a few times a year, I feel at ease and cared for whenever I speak with him. Highly highly recommend Sergio! He's the man!

I've known Sergio for a long time. One thing I've always valued is his outstanding knowledge of the…read morefinancial loan climate as it pertains to medical/dental school. His financial assistance helped me navigate through school, setting me up for the most strategic ways to borrow, spend and pay back money. Now that I've graduated, my wife and I consult him for debt and tax management. He even helped us save money each month on loan payments! I definitely recommend Sigma Financial Solutions, you will find the right guidance and efficiency in managing your finances.

I like in person contact n i love this Schwab office. I met John n William a few times and found…read morethem very easy to talk, n professional. of the few times that i was in their office, i observed that they were very helpful to other of their clients as well n made everyone welcom. Highly recommended.

Our retirement plan is managed by Charles Schwab so we looked for qualified advisors in the area…read morewho would be able to assist in a consultation for future planning. John popped up in the search and we verified his extensive experience which was a requirement for such an important manner. Unfortunately the branch attempted to substitute someone with a much lesser degree of experience without any notice. Are advisors interchangeable? Did they message us before the meeting to give us the option of rescheduling? No and no. Unfortunately first impressions count and I need to trust the people who I work with to be organized and forthright. No thanks to wasting our time and letting us down.

Client of the owner for many years. Very smart and respected gentleman in the financial industry.read more

I went to the last minor league clippers game, just seems expensive to me basically charging the…read moresame price for concessions as an NBA game

Kind of a pain I called their customer service line they do not know what's going on I wanted to…read morecash a check when I called the customer service they told me all I needed to do was show an ID then because the check was from someone at Citizens Bank are they would cash it right then so I drove with my baby only to find out that they have to call the person who wrote the check he's on vacation so I have to leave wasting gas with the new baby empty handed all because staff is not trained properly the gal at the front was kind that's the only nice part that's the only reason I got one star she was friendly enough to require one star...... train your staff

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!

I only did business with them for a year than they closed without informing me. The website is no…read morelonger available as well.

Great customer service. I was able to get into a program that got me paying 0$ a month for my…read morestudent loans. I highly recommend Zina, she was very helpful and knowledgeable about the repayment options for my student loans!