Centerpoint Financial Management LLC - Irvine (CA)

Marie Thatcher super unprofessional and flaky... I have been with New York Life for over 15 years and a lot of things changed so I have been trying for over 2 years to change my policy. My my representative will not call me back or email I have been trying to reach her for weeks. I did a medical examination and never heard back from the company or my rep. I switched to Farmers Insurance and the customer service was Top Notch and got me all taken care of within a few days.

The Mess Ender I’ve been with Wells Fargo since 1974 when my mother put me on her acct. my family has had a trust and I’ve recently lost my Mom, my rock. Mitch is my advisor and I am disappointed in Wellsfargo’s internal issue with helping me cover my checking acct with my brokerage dividends. Mitch out my Mom into a brokerage acct situation that did not pay her the dividends she previously has and Mitch decide to just give her money from the principal to make up the difference she lost from moving her tax free bonds to a mutual situation. My Mom trusted Mitch and so I had to too. And now she’s gone and Mitch laughed at me when I brought this all up and did not help me with my checking acct or brokerage acct. I took care of my Mom until the end in our home that’s also in the trust and has a reverse mortgage with WellsFargo too. It’s a mess. There’s no protection. Mitch did not contact me at all while the account was helping keep our inhome nursing going. Mitch did not know his customer at all. Nor did he work to protect me the eventual recieved of my Papas gifts. I do wish to grow our trust money and yet need to survive at this point the taxes are due. Not happy in colusa ca

Anthony Nichols Amazing conference room.

Pooja Tripathi I had a fantastic experience working with NC Financial Solutions LLC. The team was incredibly knowledgeable and attentive to my financial needs. They provided clear guidance and tailored solutions that significantly helped our organization. Surbhi’s professionalism and expertise made the entire process smooth and stress-free. I highly recommend NC financial Solutions to anyone looking for trustworthy and effective financial services.

Heather Barron Mina had amazing customer service, she helped me cash a check, got it loaded onto a card instantly. She was super nice, understanding and courteous. I will definitely be back to cash any other checks I may have in the future.