I sent my mom here to get her taxes done because she had many questions I did not know the answer…read moreto due to life changes. Making an appointment was easy and she had a productive one on one session where her taxes were completed and all her questions were answered. In terms of cost yes it is more than doing it yourself but for peace of mind it's a great deal.

When the subject matter is finance, you definitely want to work with someone you can trust. I was…read morereferred to Kiak for my tax preparation, and I've never felt more comfortable and safe. Kiak, is not only very knowledgeable, but he is exceedingly educated and experienced. Although he is very straight forward, you can clearly see he has only good intentions for his clients. First time working with him and I've already feel confident in referring him to my friends and family. Me and my husband plan on working with Kiak for the future because we've establish a great bond with him. You will find that he is well organized and he is punctual with his work. I am thankful I got the opportunity to work with him.

I have been a client of David's for years now, and he is the absolute best! He has guided me…read morethrough good markets and multiple market downturns and has been a rock for me the entire time I've been with him. He's also guided me through the loss of a parent with exceptional care and kindness. He has taken away so much stress from my life and made finances easy! He's always super fun to talk to and is just the best at what he does. I highly recommend him to anyone looking for a top-notch CFP.

Generally speaking, discussing the topic of personal finances and money is seen as a crass or dirty…read morething. It's just not done. You're more likely to know someone's sexual orientation these days, than how much they have in their bank account. Money is the last taboo. Our culture and media fills us with ugly, confusing un-truths about money, and there's that age-old cliche, "Money is the root of all evil." And yet, we all want Bling. Ironic. With such negative connotations surrounding us, it's no wonder many Americans struggle to understand their finances, and have difficulty creating (and maintaining) wealth. IMHO, it is easy to place the blame on banks and the wealthy for "robbing" the 99%, but true money management means taking fiscal responsibility, discipline, and a good hard look at yourself, with regards to life goals and planning. It is also about not being afraid. With money being a topic that's so sensitive, I'm pleased to advocate the financial planning services provided to me by David Rae, CFP (Certified Financial Planner). Having grown up myself filled with negative, misleading money messages from my thrifty immigrant parents, I knew, after grad school, I needed help dealing with my finances for the long term. Their attitude was always, "We don't have enough!" While that's a truth in their eyes, it wasn't an attitude I wished to adopt. So I made it a point to understand my finances: understanding how I related to money is one thing (how do you save, spend, borrow, and invest?), but managing my own portfolio is quite another. My stint working in dotcoms, with the company 'going public' on IPO, gave me my first taste of stocks...and the headaches in taxes that came with it. Now a business owner living a full life, I simply do not have the time, the foresight, the training, nor the inclination to be my own financial planner. Best to leave it to the professionals. In this case, David Rae has helped neatly steer my finances, weathering crappy economic recession and hard times, and taking full advantage of current market trends and its opportunities. All while understanding my level of risk-taking, and my future plans. David makes it simple and manageable for me to invest in my future (yes, he will continually ask you for money...TO SAVE) -- and thank God for that, because I know I can't do it by myself! Most Americans are living to 90 years of age. Have you got your finances squared away to anticipate your needs until then? If not, you ought to give David a call. His goal is to shield you from mistakes made from irrational exuberance and emotion. That said, once I signed on, I found myself sleeping easier at night. Recently, David showed me he got me 23% return on investment, in 2 1/2 years! I told my tax preparer http://bit.ly/sQVEdu this news, and she gasped in surprise, saying, "Most people are lucky to get 18% on return! You got 23%?? That's amazing!" David Rae is a keeper! Thank you, David Rae!

Safe atm at night and always giving big bills .. The branch…read moreis always friendly . They also have a nice breakfast spot in the am

Tried to purchase a Toro zero turn lawn mower from Home Depot a couple years ago. Showed that the…read morepurchase went through online along with the 2 year warranty. Then a couple minutes later I get an email saying transaction cancelled for the mower, but warranty went through. I called the number on the back of my debit card and pressed the button to talk to someone. I waited for 30 minutes. I finally pushed the button to call me back. No call back. Called Monday morning and was like there is supposed to be 24/7 help, there was none. Was told I should have gotten a fraud prevention text, I did not. It was a good thing I didn't need to take a lot of money out for a life saving procedure or I would have been screwed. I like credit unions cause they don't jerk you around like a bank, but NGFCU lost a customer because of this.

I've been a long time customer of Banc of California, and their service has consistently been…read moreoutstanding. Whether I reach out over the phone, by email, or visit in person, the staff makes everything easy, quick, and efficient, which allows me to focus on my business without interruption. I can't remember the last time I saw a line at the branch, which is a testament to how smoothly they operate. A special shoutout to Jessica at the Gardena branch, she is always incredibly helpful and goes above and beyond to assist. I highly recommend Banc of California to anyone looking for exceptional service!"

My family has been banking with Banc of California, formerly Pacific Western, since 1999. They…read morehave always been able to help -- whether in person, over the phone, or through email. Jessica has been our go to banking associate over the years she is always thorough and understanding with our banking needs. We recently had to make a visit and she was ready with all necessary documents and copies -- the whole visit took less than 20 minutes. I trust this branch to continue taking care of us.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

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 found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

Spoke with Mr. Tuckman today and he tended to me, even on a Sunday! He called me immediately after…read moreI submitted a request through Dave Ramsey's website. I wasn't raised with much financial knowledge. Mr. Tuckman was able to cut through any complications and provided me with some footing that anyone can apply to their situation.

Very friendly, helpful and kind service. I recommend this…read moreplace very much. I had something difficult to solve and it was met with patience and kindness.

I personally loved my experience with Schools Federal Credit Union! I was able to refinance my auto…read moreloan and got a lower rate, gap insurance, plus a lower monthly payment! My loan officer Tiffany was very patient with me and all the questions that I had. She was very knowledgeable and helpful in determining my options and clear with the final outcome and payment details. They were also able to give me some financial relief with no payment due for 90 days! I am extremely grateful for their help and support. I highly recommend them!

After using the ATM outside my debit card was stolen two weeks ago. I know that it was stolen here…read moreas it is the only ATM that I use. Unfortunately, my PIN was also compromised at this location. I certainly hope that the business improves their security protocols around this location

Jennifer is the best. I'm grateful for all her help She…read moremade the entire process smooth and easy. I had a really great experience and definitely recommend Jennifer and all staff of Mabuhay Credit Union to all my friends. Maraming Maraming Salamat po!

Great Service I…read morehighly recommend Vincent as my tax preparer! Professional, knowledgeable, and very thorough. The tax preparation process were easy and stress-free, and all my questions were answered. Great service and someone I can truly trust. Been working with this company for more than 5 years!

Vince has been handling my tax returns for both my business and personal needs for several years…read more I have always been very pleased with his fast, and accurate, responses to my questions. I really appreciate the personal approach.

I came in at 4:50 to deposit checks and designate a beneficiary for my accounts. Eunique patiently…read morecompleted all my transactions even though it went past closing time (5pm). When I asked for copies of pages that documented my beneficiary, she took the extra step to give me a copy of my form and a copy of the screens showing the information. So professional!

I've had such a wonderful experience at California Credit Union and truly can't say enough great…read morethings about this branch. Jose, the branch manager, has been incredibly supportive, knowledgeable, and professional every time I've worked with him. I've trusted California Credit Union with my personal checking, savings, a CD, an investment account, and two business accounts and throughout every step, I've felt completely taken care of. What really stands out, though, is the entire staff. Everyone is warm, friendly, patient, and genuinely willing to help. They take the time to answer questions, explain options clearly, and make you feel valued ... not rushed. It's rare to find a financial institution where you feel both supported and respected, but that's exactly what you get here. I highly recommend this branch! Anyone you work with will take great care of you.