Keywords: Financial coastal wealth advisors ca

Coastal Wealth Advisors - Thousand Oaks (CA)

Address: 🏡 3255 Old Conejo Rd Suite 201, Thousand Oaks, CA 91320, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJo7TktU4x6IARnelFCeN6WmA
#California

Central State Credit Union - Stockton

Long Family Would not recommend this bank for personal or business use!! Since opening this account nothing has gone smoothly. I couldnt even activate the card they sent me in the mail! Today my atm card was swallowed by an atm machine. Took over an hour to get a human on the phone and this required calling all four of their numbers. The only good thing they have going for them is the bank manager at the Center St location. Dont open an account here, save yourself now and check out other credit unions.
1 /5

1Broker Insurance Services - Novato

Lake Level Surf Charters The team at 1Broker has been handling my commercial insurance needs for my business for 3 years now. It has been a pleasure working with Loran and Matt. They are professional, timely, and communicative throughout the whole process and have always answered all of my questions/been there to help with each step. They are extremely good at what they do and also easy to work with. As a small business owner, I couldnt recommend 1Broker enough. They are the only ones I trust for my insurance needs.
5 /5

Alisha Ragusa, Founder, Financial Adviser - Freel Ascent Insurance & Financial Services - South Lake Tahoe

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.
1 /5

New Beginnings Financial & Real Estate - Hard Money Loans - Bakersfield

Angie B. The staff is so knowledgeable & professional. They really made me feel at ease when I bought my first home. There was so much I didnt know or understand. They took me under their wings explained a lot. Both of them are quality people, that is hard to find in these times.
5 /5