Charles Schwab - Oxnard (CA)

Janine Oswalt I recently had the pleasure of working with Brandon. From the moment we met, I could sense his dedication to making a positive impact on the lives of others. What sets Brandon apart is not only his extensive knowledge of financial matters but also his genuine and family-oriented approach. His commitment to educating children about financial literacy is truly commendable, and it reflects his understanding of the importance of instilling these skills from an early age. This speaks volumes about his dedication to building a financially empowered future generation. Brandons friendly and approachable demeanor creates a comfortable environment for learning. His presence is reassuring, making complex financial concepts accessible and easy to understand. He goes above and beyond to ensure his clients feel supported and informed. If you are seeking a knowledgeable, friendly, and family-oriented financial consultant who genuinely cares about your financial well-being, Brandon is the expert to turn to. I highly recommend his services for anyone looking to navigate their financial journey with confidence and empowerment.

Lori Beth Merrill As a fiduciary, I often have new clients who are years behind on their taxes. Mary works in a forensic way methodically and completely catching them up and negotiating with the IRS to minimize penalties and interest. She keeps in good contact to let me know where we are at and her fees are modest. She maintains regular hours and is very affable. Maureen is always a great help in answering questions too! You would be fortunate if she takes you as a client as you can be comforted by her years of experience and knowledge of the latest laws. Mary is the whole package.

Robert Proctor This business cold calls companies office phones implying they are affiliated with your company and "specialize" in your companies retirement plans. Dont do business with people that cold call you at work. They are going down the phone list, have called everyone on my team.

R Lopez I try not to visit this place. The first time they got bought (Not sure how long ago), I left to another bank. Sense then theyve been bought like 3 more times. Each time the bank is bought, their computer system changes. Your debit card is no good, your checks are no good... so on and so forth. There are a few small businesses in town who dont want to cash their checks. So I go into the bank to do so. It takes an extremely long amount of time to cash a check here. It is not a friendly environment. I know its a bank but a smile and an explanation as to why theyre taking so long would be nice. They get three stars because they still do but theyre supposed to do. The last two stars is for convenience and friendliness.