Catalyst Financial Advisors and Associates - Clovis (CA)

Jeremy Roberts I heard from others how great this credit union is, and I’m really glad I stopped by. Brenda helped me and was amazing — super quick, friendly, and made me feel totally comfortable right away. I’ve never had that kind of warm, personal experience at other banks. She explained everything clearly, didn’t rush me, and just had a great attitude overall. The whole vibe of the place is welcoming, and it really feels like they care. It’s nice to have a place in the neighborhood that treats you like a person, not just another customer. I’ll definitely be coming back!

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.

Helen Willoughby Peck I rarely post a review but felt that I should note my very positive experience as opposed to the many, many negative reviews. After reading all the reviews before my visit I expected the worst experience. But, to my surprise, I had a great experience. Bo, the manager greeted us as we walked in and directed us to an associate that would help us out. He was inexperienced and she hovered a bit to help him through. She was very knowledgeable and quickly understood that our road maintenance account had been set up incorrectly years ago and helped us fix a very messy situation. Our appointment went much longer than expected because of so many complications but they were both pleasant and patient. I did wait for a teller for another reason and there were three tellers available. The line was not that long. There seemed to be quite a few people in the lobby hanging around for a long time. I presumed they were waiting for an associate to help them. If you want someone (not a teller ) to help you, MAKE AND APPOINTMENT IN ADVANCE and stop complaining about your wait time.

Jessica Higgins Super happy with how they handled my taxes! The team took their time to make sure my filling was as advantageous as possible - I’ve been doing my family taxes for years but now that I started a business, I needed more expert help. I got that and more, with an easy tech interface, warm and caring face to face time, and impressive professionalism! Highly recommended