Apex Wealth Management Group - Santa Ana (CA)

Ann Webb The Talmage branch team Cielo, Jesse,Sergio, Smeeta and Elena are the best staff I have ever dealt with in the banking industry!!!!!!!!! Not only are they the most courteous but the most helpfull with every banking needll!!!!! I have used the banking industry for 35 years for business and this group on Talmage should be used as your model for all your branches!

Johnny Lee Staff members seem nice & I was able to get directions from an employee after walking into the wrong building. The wait time isn’t long if it’s not busy but I feel like you sit here for awhile on those days. A lot of chit chat you can over hear from some of these employees yet I know you should keep it professional be mindful you might hear some other issues personally by them as you wait if you get what I mean. But they were helpful.

Christine Noble We have numerous policies with HomeRun. Our agent, Melissa is amazing. She goes above and beyond for us to try and find the best policies for our business and for our personal needs. She is incredibly knowledgeable and has always done an amazing job for us.

Mary Ellen Chadwick Aaron and his staff are our go-to accountant firm. They answer my questions, they are pro-active in their recommendations and our taxes are done in a timely manner. They are professionals. I know that our businesses are in good hands with Obenyah LLP!