Anacapa Financial - Ventura (CA)

jazmine jimenez Nothing but great things to say about Lake View Financial . Alex and Rosa have been extremely supportive and helpful with tips on how I can better manage my money. They’re always accesible to me and easy to reach, whether it’s through email, phone call or video call . I appreciate how honest Alex is, he is always looking out for my best interest. Gives me a big peace of mind to run things by him whether that’s looking to buy a new car, renting a new apartment, or simply planning what life throws at you. Very pleased with their services !

ertha turner When I walk in this beautiful lady asked could she help me I said yes I’m here to see if I could get a loan her response was yes.Then she asked me a couple of questions.Then she ask for my driver license I gave to her.She was very polite and understanding very very courteous .outstanding personality very friendly.I could go on and on about her.THANK YOU SO VERY MUCH.

Michael Im very confident in Bryan and his team. For those seeking hands-free retirement management; you couldnt find a better local advisor.

Fred Ortanez Spoke with a banker/employee named Alexander Sanchez, and he was wonderful and polite. Even though his computer stalling and delaying while he was starting our application for a loan; he was very detailed and informative on our account. He worked through his lunch I believe even his manager was mad he didn’t take his lunch, but he was committed to complete our application. I wish more bankers were like him. A++ service in my book. I hope all Patelco branches have their employees put customers first too. Makes us feel appreciated. I feel so bad for the employee. His management was adamant on him rushing the process, but he was great in every way. And we opened a checking and savings account too just because he was so very kind and understanding.