Chantelle Storm is "Combat Carl" from the Toy Story movies: She NEVER gives up and she ALWAYS…read morefinds a way. Everyone needs someone like Chantelle to help them circumnavigate the nuances of the insurance world. Do not be fooled - She is tenaciously creative, diligent, and shoots pretty straight. I'm surprised she's not rich cause she's got the customer service formula down pact!

This was my first time using an insurance broker and I was lucky enough to find an expert…read more Chantelle was friendly, patient, and very knowledgeable. She explained the health insurance process in detail. She walked me through the necessary forms and answered all of my questions. I learned many things about the industry, and ended the call feeling satisfied and confident in my choices. I highly recommend Chantelle Storm, and I am happy to continue working with her in the future.

Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so…read morehelpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!

I met with them for financial planning. After having me sign an " engagement letter" that had no…read moredetails of the services provided, they acted shocked at my request for some sort of written agreement detailing specific services and times. After this they stated "I was not a match". Use at your own risk. Tony specifically the "planner ".requested I send sensitive documents through email.Absolutely under qualified, and unprofessional. I have proof of his partner/ colleague in his firm doing the same thing. I've attached a picture, because the owner is lying on the review.

Got a quote for home insurance, a month after, I'm getting home insurance cancellation, because…read moreinsurance sales agent, Ryan Byrd and his manager, Deven Sisodia, did not turned in any details and photos of my property. I've attempted to call them numerous times, and they never returned any of my calls. Very unprofessional. Run away from this company. Never trust them with your home

Had a quote for condo and auto from a company my employer works with but wanted to stay loyal to a…read morerelationship with AAA since 2022 and paid what was quoted in full. 7 weeks later they drop the condo insurance which I can understand and get my head around but then they are asking for almost $500 more dollars for the autos since they pulled the multi policy discount. Any decent company would eat their mistake and keep a customer. Kerry Petersen is horrible at her job, doesn't return calls, A "so called" manager Brittany Hamilton doesn't return calls. AAA is a dirtbag company that's probably getting their ass handed to them because the fires so it's a money grab. It may be hard to find any great insurance company, but anyone will be better than these creeps. PS- Shout out to Fausto in the Glendale CA office for not hiding, letting me vent and explaining the BS that took place.

Hauling, Jamey & Kevin are always such a great help! They're very personable and reliable with all…read moreof my requests, I will continue to be a returning customer

Old school face to face banking. Greeted on a first name basis and have your best interest at…read moreheart. We have a small business and i wouldntbank anywhere else! Ila Gomez, Kevin and Hua Ling are fantastic! Thank you!

So here is an update to my previous review - 3 1/2years after my mom passed away, the trust is…read morefinally complete. Although for most of the time my parents thought Christiane assisted in their best interest, toward the end of their life, assistance was terrible and they began to question things. A very large sum of money has been unaccounted for - we assume a risky investment after they sold a home 7 years ago. Then after both parents were gone 3 years ago, getting out of REITs was a nightmare. Christiane told us we could sell them (probably because they are not easy to sell, split, liquidated and they have lost most,if not all, of their value!). I just feel I need to warn others so that no one else has to deal with this! Absolutely no help from her through the entire process in handling the trust. Be aware of what happens when people get older! We are seeking to do some reporting.

Called here and was told Christiane was on vacation and they could help me in 2 weeks. Then I…read morecalled two weeks later and they said she couldn't help me or "didn't know" - what kind of operation is this. Don't waste your time here.

I came to Allied Tax Experts because I owed around $32,000 in taxes from pulling money out of my…read moreIRA, plus I had several years I had not filed. I was getting letters from IRS and was getting pretty worried. Angelina called IRS for me and worked things out and got everything straightened out. I am so thankful for her help and I can breath much better now.

I am extremely happy with the services from Xoa Tax. I was referred to them by my aunt and dad, and…read moreI was honestly so impressed by their professionalism right off the bat. I've had my taxes done somewhere else before for the same price, but there was a clear difference in how they operate. They updated me for different steps, provided clear instructions and documents needed. I especially appreciated their excel sheet they sent me. They are very responsive via text and email, so it was easy to communicate with them whenever I needed! I definitely appreciate their service and how helpful they were! Definitely would recommend!

I recently dealt with this branch on a loan. Mina Nikroo did a great job as our loan officer and…read morehelping us get all of our documents together for application. She was there to help us get everything signed also. Once the application was submitted, we worked extensively with Laura Johannesen, the processing and funding specialist. She was so knowledgeable, personable and helpful. She worked tirelessly and proactively to get our desired result and make the process smooth and easy for us. She made herself readily available for questions, and I could not have done this without her. This branch has a solid team, and it's a pleasure to be a member.

Ana and Herman helped me out and honestly one of the best experiences I have had in a credit union…read more I just want to say thank you for the assistance on my new auto loan!

I'm a local CPA with EA Tax Resolutions and don't handle trust tax returns, so I've been referring…read moreclients to Donna for the past year. She's been wonderful to work with, and my clients consistently share positive feedback about her professionalism and expertise. Thank you, Donna, for taking such great care of my clients and making the referral process seamless.

I had my taxes done by Donna in 2025. She did an amazing job. Was able to answer all my questions…read moreand get everything completed quickly and efficently with a great level of professionalism. I was looking up the contact phone and realized I had forgotten to leave a review. Getting ready to get my taxes done again in 2026.

Fast, efficient service and friendly service. I had my baby with me during my visit at Wescom and…read morethe staff was so wonderful cheering her up! enjoy doing service at Wescom Financial!

I have been a member for over 25 years and I have never had any of my deposits returned BUT Wescom…read morestill treats me like I've only been with them for like 6 months - I am a realtor and get large deposits and every time I deposit my check it get a hold on it for almost 2 weeks !!! I called and tried to get it released and they said someone would call me back and they never did - I had to call again and spoke to Elizabeth and she said I should have took it up with the Riverside branch - but I told her I'll calling you !! I also told her I have been a member since 1997 and can't believe they still but such a long hold on my check - I also explained my escrows take up to 45 days to close so I really need my money to be release BUT She not self employed so why should she care :/ If you are self employed or have large deposits think twice about using this bank - I have had home loans - auto loans - and credit card loans with Wescom and they still don't trust me!!

If you need a reliable yet friendly person to talk about finances and investments, she's the one to…read morego to whether you are new or knowledgeable about these kinds of topics. She was able to help my family and I with investments which immediately helped us with our financial situation with a recent family member's passing. She will help you through the whole process and even talk to agents on the phone for you in Vietnamese or English for those who don't know who to contact and what to say. My family and I have been working with her for years and she's always been there for us. I appreciate her and her commitment to help her clients like my family with finances and investments.

Chi constantly communicate with me throughout the process of transferring my investments and…read moreobtaining life policy. She's very knowledgeable of her products and explain everything in details.