Channel Wealth - Santa Barbara (CA)

Alexander Miller Great staff, helpful with any questions I have, easy to schedule a sit-down appointment. When there is a line they keep it moving quickly, they set me up with a couple great credit cards and were very helpful a few years ago when my account had been compromised. Thank you!

Gabrielle Geise Evan is an absolute pleasure to work with! He has been instrumental in assisting both my husband and me in organizing our finances, enabling us to optimize our tax returns. I wholeheartedly endorse him for anyone in need of a talented CPA. Gaby Geise Real Estate, DRE#02008214- Serving Santa Cruz County

A C If youre visiting Nevada City, this is the perfect place to start your trip! The staff are incredibly friendly and knowledgeable—they made us feel welcome and offered great tips for exploring the area. Theres tons of free information available, from maps to insider recommendations, and a selection of cute souvenirs. Its not just a stop—it’s an experience that sets the tone for a fantastic visit.

Wyatt Covich Noel and his Team did a great job helping us get our house! This is the 2nd time we’ve worked with them and they are always accessible and bend over backward to make sure you get what you want! They are experienced and on top of everything! They make the home buying process easy. We will definitely use him again in the future, whether it be for refinance or buying another home.

Jennifer Errande The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging fathers account, which he granted me years ago but I never filed the papers for. I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious. As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but thats how it appears the world is changing.

Kevin Khachatryan SoCal financial services has been doing an exceptional job managing my business. Arthur js very friendly and cooperative. I love that he is very responsible and solves any issued right away. I will definitely recommend him to friends and family