Carlo Boton - Financial Advisor, Ameriprise Financial Services, LLC - Chula Vista (CA)

Viridiana Ramirez VERY GOOD INFORMATION, GOOD CUSTOMER SERVICE. VERY FRIENDLY AND TRUSTWORTHY. DORA AND SALMA. THANK YOU.

Marvin Price My earlier review was deleted. This specific branch denied to authorize the reversal of an overdraft fee of questionable legitimacy after being assured by managers at another branch that the issue would be solved. I was treated incredibly rudely on the phone by a female associate who informed me that at the direction of her GM she was unable to deliver this service I had been formally offered. When asked if the GM was available to speak to directly, I was merged with a brief pause and “he’s not available at the moment,” I asked when he would be available and after another pause I was told he would be unavailable the rest of the afternoon.

John Garcia I’ve worked with many financial institutions in the past but Regional Finance was hands down the easy to work with. Daniel as a finance officer was incredible. Guided me through the breakdown of the loan and didn’t try to sugarcoat any of the fine print like most financial companies do. I can’t say anything more on how great Daniel and Regional Finance, I just wish more institutions had the same ethics.