CB Investments - Huntington Beach (CA)

Emely Hagins I love this credit union. The employee are great and very personable. When we moved here to Antioch in 1995 my husband got a job with the school district. Many of his coworkers told him he should join, so we did. Our children, at the time in grade school each had an account and received scottie bucks for saving. They loved it and still have accounts there today! Weve had the pleasure of obtaining, auto loans, signature loans, refinancing, and a home loan via their associates. All at amazing rates. All the folks at their Lonetree office are so nice! Margie is fantastic!!

Mark Erickson Thank you Entruity Wealth for getting us headed in the right direction financially. Honesty and integrity are key elements to any relationship but even more so in the financial planning world. Brad, Andrew and the whole staff are very professional and have a true care for those they work with.

Zelindabeth Garcia ⭐⭐⭐⭐⭐ Marcus Little was my financial advisor and I highly recommend him. From the minute we started our first meeting, Marcus took the time to dig into my financial circumstances and objectives. He helped me get a clear picture of what I had and gave me sound advice on how I could manage my finances going forward. I really valued how Marcus took complicated financial information and clearly explained it in a way I could understand. He was patient, focused, and genuinely wanted me to be successful. I now feel confident I can make good decisions, based on his informed and thoughtful advice. If you are looking for a knowledgeable and trustworthy financial advisor, Marcus Little is the person to contact. Thank you for your service Marcus!

Sarina Gregoire Even though I only exchanged about $5 worth of currency for a coin collection, I was very impressed with the experience. The gentleman working here was very helpful and friendly. Despite it being such a small transaction, he still took the time to hand-write on the receipt which totals corresponded to which bills and coins. The exchange rate was within 0.3% of the rates I found online.