Express Financial Group - Los Angeles (CA)

Kalia Mitchell-Silbaugh I can’t speak highly enough of the customer service I have received from the staff at the Monterey Fidelity branch. They have been readily available to help me with a variety of requests and have consistently gone above and beyond to provide expedited service. They are kind, helpful, patient, and welcoming. I particularly want to thank Aaron for spending over 45 minutes on the phone with me to answer all of my questions and support with document verification - he stayed on the phone with me until he was sure my request was fully resolved and that I had all the information I needed, and followed up to provide me with additional resources.

Dennis Chapman The Most Confused Financial Planner??? I have been listening to KFI radio for many years and I continuously hear a commercial for a financial planner and a radio segment by Ric Edelman. During the commercials he gives a phone number where people can contact him and then follow up by saying “Or visit us at Ric Edelman.com, that is Rice Stellman.com”. Now which one is it?? Is it Ric Edelman.com or Rice Stellman.com?? He sounds very confused and I certainly would not want someone that confused handling my money. Does he mean that we are able to reach him at either email address?? Or, is he trying to clarify that instead of Ric Edelman.com it should be Rice Stellman.com?? When I search for someone giving financial advice I expect them to be accurate and precise, not ambiguous. This confusion cannot be blamed on the advertising agency because Ric does the voice over. I think that they need to review their commercial and step it up to a professional level, as professional as they claim to be.

Ching Chiao Our law firm has been using Arroyo Financial & Insurance Solutions for nearly a decade and theyre absolutely amazing! Our point of contact is Jeremy Baker. He is extremely knowledgeable and stays very in tuned with all the current trends, laws, and regulatory issues in the industry. As laid-back and funny as Jeremy is, he is a constant professional. He is very punctual and our employees appreciate his technical knowledge as well as his wit. We will continue to use Arroyo Finance for all our financial and insurance needs. They are the best!