Bay Federal Credit Union - Watsonville (CA)

Jennifer Errande The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging fathers account, which he granted me years ago but I never filed the papers for. I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious. As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but thats how it appears the world is changing.

Sarah Miryam Small community run, homey, quirky limited access when closed but excellent quality of service and fair policies and practices that more than make up for it. Human interaction valued over high tech services which is a welcome departure from the usual digital grind.

Atinuke Uhuru An attentive financial professional with Outstanding service and support! Jubilee Tax & Financial Solutions has a "client first" approach. Dinese and her team went above and beyond to provide a customized financial solution to help me accomplish my goals. Thank you is simply not enough! Iraina-

Maria Hernandez Mike has done my taxes for almost 15 yrs and he gets them done with in the day.

Marie Thatcher super unprofessional and flaky... I have been with New York Life for over 15 years and a lot of things changed so I have been trying for over 2 years to change my policy. My my representative will not call me back or email I have been trying to reach her for weeks. I did a medical examination and never heard back from the company or my rep. I switched to Farmers Insurance and the customer service was Top Notch and got me all taken care of within a few days.