Edward Jones - Financial Advisor: Mark A Vega Felix - Merced (CA)

Ann Horn These people provide great insurance plans and are the sweetest people personally!

jazmine jimenez Nothing but great things to say about Lake View Financial . Alex and Rosa have been extremely supportive and helpful with tips on how I can better manage my money. They’re always accesible to me and easy to reach, whether it’s through email, phone call or video call . I appreciate how honest Alex is, he is always looking out for my best interest. Gives me a big peace of mind to run things by him whether that’s looking to buy a new car, renting a new apartment, or simply planning what life throws at you. Very pleased with their services !

Pam Cushnie Oh my! Everything is working perfectly! Michael Galuppo provided me with the complete and well-organized information that I needed in order to set up my Bankful account. Bankful has integrated perfectly with the online store on my website. As soon as it went active, Michael did a very helpful walk-thorough with me of my shopping cart and the entire account process. All good, simple, and seamless thanks to Michaels expertise and ability to explain in clear terms. Much appreciated!

Mr. Mertman Always helpful. Friendly service, all the way around. Always greeted as I enter and wished a good day, as I leave.

Sarah Miryam Small community run, homey, quirky limited access when closed but excellent quality of service and fair policies and practices that more than make up for it. Human interaction valued over high tech services which is a welcome departure from the usual digital grind.