Finances For Life, LLC - Carlsbad (CA)

Julia Sherburne I cannot say enough good things about working with Chalitda Hughes. Over the years we worked with a number of First Command advisors and felt like we were doing good things for our financial future, but we didnt have a good picture of everything we could be doing. Then we got matched with Chalitda and now I feel so confident that we are doing everything we can to prepare for worst case and best case scenarios for life while were young and for retirement. She is a dream to work with. She loves what she does. She gives amazing advice. And she really likes to see that her clients are set to meet all of their goals. My advice - Dont sleep on the opportunity to have her as your advisor while youre in Monterey.

Gail DeLane Sarah Anzano was so kind and wonderful. I didnt have an appointment and she generously helped me. Shes a branch manager so certainly she didnt have to do this. She not only opened my account, she made sure the credit union app was properly installed on my phone and showed me how to use it. And the next time I came into the branch she even remembered my first name. Great service and care for the community. Thank you Sarah!

Nicole Obie I needed a loan immediately! I requested $500. Not a big amount, just what was needed. Read their frequently asked questions and their answers. They claim to be non-discriminatory, however, after I input all of my personal information and hit submit, I was denied and some message about try another lender came up. What?! You cant apply over the phone either. Back to this loan....I bring home a good income and could have easily repaid the loan. A good and fair loan company would have approved you for a lesser amount PERIOD!!! Terrible company to get your personal information and add an extra inquiry which is negative on my credit report. One day I will have a business to actually help people and I will not need your credit or personal info other than your need! FACTS!!