Reviews of Investment Companies in California

California Investment Company Reviews

Post or read unbiased reviews and recommendations about California based investment companies. Research the top ratings and make a more informed decisions. Submit your own opinions and help others.

Opinions on California Investment Companies
Coastal California Funding GRP(858) 456-2423

C.C.F.G. Inc. Real Estate Services is a private money lender that specializes in real estate investment financing. Coastal California Funding Group finances investment REO, Flip, Foreclosure, Commercial, Multi-Family and Single Family investment property. CCFG Inc. works tirelessly to find

Rating: Excellent
San Diego, CA 92121

5465 Morehouse Driv # 190
Washington Mutual(323) 780-7555

This is the best bank you can ever trust on. They have locations all over california. They have oline baking and free bill pay. Try it and you won't regretm it.

Rating: Excellent
Los Angeles, CA

2301 East First Street
Washington Mutual(858) 537-3823

I always get great personal service, and really appreciate Mike and the other friendly staff.

Rating: Good
San Diego, CA

10541 Scripps Poway Parkway
Turning Leaf Financial Group(408) 452-8534

I was always skeptical of financial planners. I had a bad experience at Wells Fargo, and since then, I tried to do things on my own. But my finances got a little out of control. My wife found them and we started working with them for 2 years. They have really helped us budget and save for our

Rating: Excellent
San Jose, CA

226 Airport Parkway #310
Washington Mutual(415) 409-4820

I have had a checking account at Washington Mutual since they bought out Home Federal (which bought out Coast Federal). I decided to open a savings account last September at this branch, Recently I was charged a massive amount of overdraft charges, even though i had a savings account that was

Rating: Average
San Francisco, CA

1720 Fulton Street
Cdr Financial Svc LLC(562) 983-8686

We are a midsize hospital in Los Angeles. Our CDR Representative was very knowledgeable about our business and not only assisted us with our current AR processes to improve our cash flow but had an outstanding recovery rate on the accounts that we assigned them to work. These included WC, patient

Rating: Excellent
Long Beach, CA

180 East Ocean Boulevard #650
Washington Mutual(916) 366-1414

Anytime I go to this bank. I always have to wait in line for 30 mins. They have about 8 teller stands but only 2 of them are open. it's always rush. they need to hire more people. they are not going to earn my business anymore. bank of america inside savemart is a lot smaller and always faster.

Rating: Average
Sacramento, CA

9165 Kiefer Boulevard
Merrill Lynch(559) 436-0919

I would highly recommend Paul Sahota, CFP. He is honest, reliable & extremely knowledgeable & candid with his advice.

Rating: Excellent
Fresno, CA

5260 North Palm Avenue #100
Morgan Stanley(510) 839-8080

Ive been a bit, hmm, absent from my financial future. i had an account with my dads guy, and when he moved from morgan stanley i signed all the paperwork to.

Rating: Excellent
Oakland, CA 94612

1 Kaiser Plz Ste 900
Karl H Romero & Association Incorporated(714) 547-8787

Karl H Romero in Santa Ana was so helpful! All the information they provided me with, about financial planning was amazing. Because of them I know what i want to do about my financial future.

Rating: Excellent
Santa Ana, CA

1585 East Seventeenth Street
Laub, Leon - Wachovia Securities, LLC(714) 940-3142

Highly recommended Financial Advisor. Having been a long term client of his, I truly believe Leon has learned the dangers of day trading and the benefits (both financial and mental) of making sound, long term investments. After riding out the burst of the tech bubble, I trust his judgment now

Rating: Excellent
Anaheim, CA

2400 East Katella Avenue Ste 1000
Wamu Bank - Bakersfield - White Lane(661) 396-2350

Worst bank in town! free checking has it's price.BAD CUSTOMER SERVICE.

Rating: Average
Bakersfield, CA

2050 White Lane
Washington Mutual(209) 957-0375

Great customer service. Martha in new accounts is awesome, she still remembers me and says Hi. Plus everyone there is very helpful.

Rating: Excellent
Stockton, CA

5756 Pacific Avenue
Smith Barney(209) 526-3700

I found a GREAT financial expert! I highly recommend David Hamer with Smith Barney. David has been my financial advisor for 2 years and he is the first one in 30 years that made any sense. He is able to take this completely crazy and complex economy and bring it down to an understandable level.

Rating: Excellent
Modesto, CA

1020 Tenth Street #200
Washington Mutual(619) 585-8712

TELLERS NOT TO FRENDLY OR HELPFUL JUST AVERAGE

Rating: Average
Chula Vista, CA

330 East H Street
Scottrade(510) 494-9993

Looking for value and great customer service?Look no further, Scottrade is here! With friendly customer service reps, low prices, and a comprehensive.

Rating: Excellent
Fremont, CA 94538

39280 Paseo Padre Parkway
Wamu Bank - San Bernardino - West(909) 886-5144

My husband had an issue with his SSN and wasn't allowed to be add onto my account. We went to the Washington Mutual closest to us on E. Highland. We went in 4 or 5 times wit the same issue and they kept giving us the round about. It seemed like they were not willing to help at all. NO ONE wanted

Rating: Excellent
San Bernardino, CA

315 West Highland Avenue
Washington Mutual(714) 847-3386

The atmosphere at this Washington Mutual is very professional and yet it is very inviting. The employees always greet you with a smile on their face and very helpful.

Rating: Excellent
Huntington Beach, CA

19021 Bch Boulevard
Scott Wealth Management Group Incorporated(949) 484-4318

Scott Wealth Management Group in Irvine was so helpful! All the information they provided me with, about financial planning was amazing. Because of them I know what i want to do about my financial future.

Rating: Excellent
Irvine, CA

3500 Barranca Parkway Ste 220
American Empire Financial(909) 941-7796

I signed for one loan and they could not deliver

Rating: Average
Ontario, CA

3700 Inland Empire Boulevard #200
Washington Mutual(661) 263-8940

I found the guard to be very nice, as well as the employees, they were very helpful and managed to get me on my way in a short time. even though they were very busy. Opened an account in less than 15 mins.

Rating: Average
Santa Clarita, CA

26500 Bouquet Cnyn Road
Wamu Bank - Moreno Valley - Towngate(951) 653-0347

They were absolutly wonderful! great customer servce!

Rating: Excellent
Moreno Valley, CA

22950 Towngate Boulevard
Washington Mutual(909) 987-3560

Great bank only had problems with one teller and shes gone! i love this bank!

Rating: Excellent
Rancho Cucamonga, CA

8730 Nineteenth Street
Anthony J Pena Tax Preparation(714) 750-8299

Tony runs a great personal tax prep service and is accessable.

Rating: Excellent
Garden Grove, CA

12425 Lewis Street #101
Washington Mutual(760) 439-7571

Is a branch that offers a smile but it could improve

Rating: Good
Oceanside, CA

3748 Missn Avenue
Aladdin Mortgage Corporation(707) 545-5626

GREAT EXPERIENCE, VERY SAVY!, answer all my questions, free credit report and the best advice!

Rating: Excellent
Santa Rosa, CA

1053 College Avenue
Trilogy Financial Svc Incorporated(951) 738-1100

The Financial Wealth managers here are very dedicated to helping their clients understand their investments. The comprehensive financial planning is a blessing to my family and I. I am so glad I was able to get started. Now, that I'm all taken care of, I do not have to worry about everything

Rating: Excellent
Corona, CA

355 East Rincon Street
Washington Mutual(831) 449-0331

I get an interest rate of about 4.65% from wamu for 9 months

Rating: Average
Salinas, CA

1590 North Main Street
Cook Phillip Cfp(310) 325-9002

Mr Cook and his staff are wonderful, friendly and I would recommend them to anybody!

Rating: Excellent
Torrance, CA

22937 Arlington Avenue Fl 1
Signator Investors, Incorporated(626) 226-8618

Financial planning firm that cares for their clients' needs above all else. Caters to all of my needs.

Rating: Excellent
Pasadena, CA

Knight Global Funding & Investments(510) 441-1461

Writen by Joseph James: Ian is a person that you can trust and in business this is a priority when a contact is only paper.

Rating: Excellent
Hayward, CA

Coleman & Johnson Financial(619) 282-3288

My mother has been using Roy Johnson for her financial needs for over 20 years. When my wife and I moved out to San Diego we contacted Roy who helped us prepare for tax time as a married couple and also supported us in the purchase of our condo.

Rating: Excellent
San Diego, CA

3131 Camino Del Rio North #1010
Norton Mansu Financial(916) 440-1213

These financial advisors may be a few years ahead of most others in their industry. They were helpful and patient. Mr. Norton is also an estate planning attorney and did our will and trust for our family. They even explained their entire compensation schedule so that we were able to make decisions

Rating: Excellent
Sacramento, CA

1007 Seventh Street
Washington Mutual(916) 726-2429

As a long time customer of Washington Mutual dating back to 1992, I have seen many changes in the company. The fact that they have no cash at their desk is interesting at best. More of an inconvience to me though having to go from one desk to another location to get my money. But the new bank

Rating: Good
Antelope, CA

4117 Elverta Road
Washington Mutual(916) 685-2080

The drive thru teller is good because it gives a person options, but the problem is when people are waiting in line out there and don't turn off their engines. why waste the gas? anyway, the service is good, people are genuine and friendly and things are done right and in a timely fashion.

Rating: Excellent
Elk Grove, CA

8725 Elk Grov Boulevard
Wamu Bank - Davis(530) 756-8350

I don't know if their branches are excellent or not. Yet, I am sick of their VISA card policies. Never apply their credit card nor do balance transfers with their offer. They will make money out of you with their hidden balance transfer charges and special payment posting policy. I got hit

Rating: Good
Davis, CA

330 East Street
Washington Mutual(559) 875-2567

They are a great business and personal bank. They go the extra mile to make sure your always happy.

Rating: Excellent
Sanger, CA

601 O Street
Teachers Tax Service(714) 508-4146

John is my financial planner.not just my tax guy. He's great! So easy to talk to and do business with. His staff is both friendly and helpful!

Rating: Excellent
Tustin, CA

14771 Plza Drive #F
Washington Mutual(714) 825-0190

Washington Mutual on Talbert and Newhope strip mall (Costco, Petsmart, Souplantaion)-Jennifer (bank teller) she was professional and friendly. I shared Harvest Crusade flyers with her. This bank is very nicely modeled and decorated to invite a a relaxed, healthy, professional atmosphere. There

Rating: Excellent
Fountain Valley, CA

17870 Newhope Street
Wamu Bank - Rialto(909) 875-7010

I love it because you don't have to step out of your car to make a deposit, especially when you are in a hurry. And almost everytime we are in a hurry. :)

Rating: Average
Rialto, CA

101 East Foothill Boulevard
Wamu Bank - Delano(661) 725-2581

Can u please email me ur fax i the manager at washington Plaza apartments need to institution verification for Sugei Ramirez thank you Miriam Diaz 661-849-8830 fax 661-849-8823

Rating: Excellent
Delano, CA

917 Main Street
RL PALER INVESTMENT ADVISORS, LLC(209) 832-2396

I literally panicked about my wee savings being managed by anyone. RL Paler Investment Adivsors LLC, sounds like you might be just another account number but I am not. Rick Paler took so much of his time to explain so many things in such detail. A little knowledge can be dangerous and that

Rating: Excellent
Tracy, CA

Wamu Bank - Oakdale - East F Street(209) 848-4040

Interesting layout. the only bad part is the parking

Rating: Excellent
Oakdale, CA

325 East F Street Ste A
Patterson Financial(209) 892-8161

This will be our fourth consecutive year filing taxes with patterson financial. Becky has great people skills and makes you feel right at home as welll as her staff. Her down to earth personality makes it a great and comfortable atmosphere entrusting her with your financial concerns. I highly

Rating: Excellent
Patterson, CA

14 South Third Street
Rivera, Tracy - State Farm Insurance(619) 424-3956

What a great office. Everyone was so nice & friendly and they had fresh cookies and coffee, not to mention a wonderful package of insurance. I'm very pleased I found Tracey and her office

Rating: Excellent
Imperial Beach, CA

1239 Palm Avenue
Washington Mutual(510) 574-0323

The extremely helpful nature of the employees make it a pleasure to work with. Customer is King/Queen. Employees are very knowledgeable, and follow up really well if it can't be resolved immediately. The bright interiors make it look like a Starbucks!

Rating: Excellent
Newark, CA

6213 Jarvis Avenue
Washington Mutual(510) 475-7190

I know it's a bold statement and I can't say I've been to them all but Washington Mutual gives great service for free! Free checking which is very cool considering that most other banks charge for a checking account! That's outrageous as they invest all your money anyway and get a far bigger

Rating: Excellent
Union City, CA

32101 Un Landing
Fremont Investment & Loan(909) 793-8080

Excellent personal customer service. Dr Patricia Gordon

Rating: Excellent
Redlands, CA

128 East State Street
Wamu Bank - Yucaipa(909) 790-2971

I used to bank at B of A and the reason I went to WAMU was due to what I would classify as questionable fees, When I called B OF A and complained about their fees they would usually reverse most of them. Wamu uses creative accounting and actually changes dates on transactions to be able to

Rating: Average
Yucaipa, CA

34318 Yucaipa Boulevard
White Pacific Securities(714) 895-7877

These people are very nice and knowlegeable.

Rating: Good
Westminster, CA

9211 Bolsa Avenue
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