Edward Jones - Financial Advisor: Matthew G Jones, CFP® - Ventura (CA)

Tim Do We recently worked with Turnkey on our ERC claim, and I couldn’t be more pleased with the experience. They kept us updated every step of the way, handled communication with the IRS on our behalf, and made sure we understood exactly what to expect. Thanks to their hard work, our refund was successfully processed, and we recently received our check. If you’re considering filing for the ERC, I highly recommend Turnkey. They deliver results and truly take care of their clients.

Judy Stafford Steve Valencia is an extremely knowledgeable agent and has been my agent for over 6 years. He stays updated on all insurance issues and works with his clients on explaining coverage. He is able to provide his clients with a variety of insurance opportunities. I would highly recommend Steve to anyone moving to the area and looking for coverage, or looking for a change. You will not wont be disappointed with the customer service and knowledge provided by Steve Valencia and Athena Insurance.

Andres Garcia I opened an account today at this branch. The front desk attendant was very polite setting up an appointment. Then Elya, the senior banker, made the appointment quick, easy, and informative. Great service overall!

Jesse Gonzalez Xcel financial has helped me set up two corporate businesses and the process was very easy. They have handled all my business and personal financial services for over 5 years and I am very satisfied with their service. Everyone (Lucy, Sandra, Lorena, and Miriam) is great and easy to work with. Highly recommend Xcel Financial.