This is my go to branch to withdraw some money before I go visit my Indian friends…read more Not far from the off ramp. The only thing missing is a drive thru, but hey I can't have everything I wish for.

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 cannot express my gratitude enough for the service I received! Dakota and Erin were professional,…read moreprompt and so informative. Most importantly, they saved me hundreds per month when I needed to added my 16 year old son to our policy. They found the best rate possible. Highly recommend!

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

My wife and I can't say enough great things about how much we value Safeguard Investment Advisory…read moregroup. We came to Safeguard, not knowing what to expect. We were referred to them from friends. Our first visit was to the office in Corona, CA, where we were met and welcomed by the receptionist at the front desk. Her greetings made us feel like we were long time clients already. We were offered beverages (non-alcoholic) and escorted to a meeting room, where we met with our advisor named Reid Abedeen. We discussed what we were looking for in an advisor and what our retirement dreams were. From there, Reid developed a fantastic plan that would help make our dreams come true. Safeguard makes you feel like you are doing them the favor by doing business with them. A person feels valued and appreciated. I came to Safeguard for help because the investment group that I had prior, just put everything in a computer and whatever the computer developed as a plan, is what a person got. I never felt our previous investment company had my best interest as a top priority, where Safeguard does! Safeguard develops a plan specifically for you to earn income, to try to help reduce taxes from accounts and to give one a sense of ease in retirement. To make retirement not so scary. Because of Safeguard, we know our retirement is on the right track. Safeguard monitors our accounts and makes the necessary adjustments when needed. Safeguard schedules follow-up meetings and provides us with valuable information to help us navigate retirement. With Safeguard, we feel like our best interest is their top priority. Through our time with Safeguard, we have met many of the Corona, CA office members. All make a client feel so appreciated. Their professionalism, knowledge and kindness is top notch. We have developed more than a client - advisor relationship. We feel like we made some great friends at Safeguard, who are always looking out for us. In a sense, we feel like we have been welcomed into the Safeguard family and it is a fantastic feeling!

Very nice office with luxe touches. Was recommended by a friend who has worked with them for years…read more They're fantastic at accommodating scheduling.

I highly recommend Sergio and Sigma Financial Solutions to my friends, family, and you. Sergio is…read morethe BEST and he brings with him an invaluable wealth of knowledge from his background as the Director of Financial Aid at the USC School of Dentistry. I first contacted Sergio because I had many questions regarding my student debt and loan repayment options after dental school. He clarified all my questions about IBR, PAYE, and incorporating myself. When I was looking for a CPA, it was important to me to find an accountant with dental knowledge. Therefore, it was an easy decision for me to choose Sigma Financial Solutions. Sergio made the tax preparation process extremely easy and convenient. He remained professional, accessible and reliable during this stressful season. I am very satisfied with my experience with Sigma Financial Solutions and encourage you to contact Sergio. You will be equally impressed!

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!

My husband and I have managed our finances and investments for over forty years, but we decided to…read morecheck out a brokerage firm as the market and economy have become a bit more volatile lately. Not knowing which firm to turn to, I made a few calls and found the Charles Schwab branch just a couple miles from our home. What a Godsend this has been for us. Five stars does not even come close to how pleased and relieved we are since we met with branch leader, John Kendall in March. John and his associate have spent many hours, in many meetings, explaining our investment options. John and William are incredibly bright, patient, and very compassionate in understanding our family's unique needs. I really feel blessed to have been guided to this branch and these two service-minded individuals. I feel like I'm dealing with family when talking to them. I highly recommend this branch of Charles Schwab and it's leader, John Kendall for all your investment needs. Thank you John and William for relieving my stress Melinda

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.

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

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

I highly recommend Wealth Advisor, Nico Anduze @ Gerber Kawasaki Wealth and Investment Management…read moreteam. I rest assured working with such a trustworthy professional. From our very first meeting, he demonstrated exceptional understanding of wealth management and a true commitment to my financial goals. I especially love that he takes time explaining complex investment strategies in a way that is easy for me to understand! And if he has to review it a second Or third time ;-) (because I'm more of a creative artist and not much of a money person) he's amazingly patient and such a good teacher. He gives me complete confidence in my financial future. Thanks a million Nico! You have helped me understand and helped me get to a point where I can retire and for that I am forever grateful! Anyone who works with Nico will discover quickly that it is rare to find an advisor who combines this level of sharp financial expertise with genuine care & the ability to clarify questions & concerns with peace of mind. It's been an incredible experience and looking forward to our continued work together. I highly recommend his services to anyone looking to secure their future and learn new investment & retirement strategies. FIVE STARS all the way!!

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!