Beach House Wealth Management - Capitola (CA)

Sergio Morales I spoke with Michael because I’m looking for Credit repair company, he spent 35 minutes with me explaining to be aware of credit repot because they don’t truly remove late payment history. Also advices on the 30% rule. This would be best way to build credit. If you owe $100 pay $70 so the bank makes money and you don’t pay too much interest. Although it’s not exactly what I was looking for I will be taking his advice on $30 percent unsafe for credit building.

Deb Monday, 09/15/2025, began as a horrible day! There were 3 fraud account(s) posted on my account, which left me in the negative. I was frustrated and upset because I did not think that this would get resolved immediately, amongst other issues. Clovis’s Branch Manager, Andrea West helped me, and saved me! She was wonderful! Although, it was confusing to me, she knew her stuff, and explained to me what she was doing every step of the way! Prior to her helping me, I was considering changing to another Credit Union. Andrea did a great job, and I would like to thank her for everything, and this is why I’m posting a review!

Janae M Updated 4/4/19- I must say over the past 2 years B of A has definitely stepped up their game in the business banking. I waited so long to update my review to see if this was just a fluke or if this would last, and it has been smooth sailings for a while now; Im very pleased with how theyve handled the situation. First review- Our company has been banking with B of A for over 17 years and for the last 7 1/2 years Im responsible for making deposits here at the bank. For the last 3 years its been pure hell at their business banking here. At first they couldnt figure out what they wanted their business banking hours to be, and so it changed every other week for about 3 months. Only 2 tellers work the normal line so the teller has to bounce back and forth between the regular line and the business banking line. They have at least 3-4 people that work in the new business which makes no sense to me because they obviously cant deal with the customers they already have. After asking twice I finally received the Branch Manager number and I called him over 2 weeks ago and still havent received a response back. His name is Alex Merino and this is a horrible way to treat a customer that has called and expressed their concern about a business you operate. Bank of America needs to do better and we are currently exploring other options since the Branch Manager cant take the time out to call us back.