Beacon Pointe Advisors - San Diego (CA)

Melissa S Polam Federal Credit Union has saved me many, many times; and, I’m not even a member! My credit union is based in Southern California. Many of the CUs here have stopped providing services such as cashier’s checks. Thankfully, Polam is not one of them. The gals who assist me are always so kind and patient. I’ve even learned some Polish! Thank you, ladies for always coming through for me! ♥️

Dawn Beam I have known the owner for many years. If you are looking for more than just a person to deal with your finances and help you with your future Ryan is the person you need to talk to.

Dolores Leon Love preview!!

Lauren Stewart We had an exceptional experience working with Sean Mason and his office staff! From the start, he was incredibly knowledgeable, guiding us through the complexities of managing our finances and helping us set up college savings accounts for our children. He explained everything in a straightforward, easy-to-understand way while still providing all the information we needed to make informed decisions. What really stood out was his honesty and transparency—there were no surprises, just clear advice tailored to our family’s goals. We now feel confident about our financial future, thanks to his thoughtful planning and guidance. If you’re looking for someone who is both professional and personable, we highly recommend Sean Mason!

Karen Lee cLF has gone out of their way for our clients to get them cash advances and has helped find doctors who would treat without health insurance. On several occasions, Lacie has gone out of her way to personally hand a client a check. Brett and his team are responsive and professional Thank you from our firm and clients for all you do. Karen Lee, Arnold Law Firm