Financial Connections - Santa Ana (CA)

Brian Pearlman Dave is an amazing accountant. He’s been doing my families taxes for many years and helped us with a number of complex filings. Dave treats us like family and is available whenever we need him. I can’t recommend him enough. Thanks for being the best!

J C Transporting Carlos was very informative and easy to understand the tax process. Taxes were filed on time. Will definitely be returning and recommending to all our friends.

Neira Adams This bank never answers the phone. I mean NEVER. Had to come in to ask a question I should’ve been able to ask by phone, only to have wasted my time because they don’t offer the service that’s listed on their profile. (Notary). What is happening to customer service?!

Mike Murdock I was extremely satisfied with Abraham Arias in Clovis, CA. He was very knowledgeable, helpful, and friendly. It was a pleasure to have him help me through the whole process. Regional Finance is simply awesome.

Helen Willoughby Peck I rarely post a review but felt that I should note my very positive experience as opposed to the many, many negative reviews. After reading all the reviews before my visit I expected the worst experience. But, to my surprise, I had a great experience. Bo, the manager greeted us as we walked in and directed us to an associate that would help us out. He was inexperienced and she hovered a bit to help him through. She was very knowledgeable and quickly understood that our road maintenance account had been set up incorrectly years ago and helped us fix a very messy situation. Our appointment went much longer than expected because of so many complications but they were both pleasant and patient. I did wait for a teller for another reason and there were three tellers available. The line was not that long. There seemed to be quite a few people in the lobby hanging around for a long time. I presumed they were waiting for an associate to help them. If you want someone (not a teller ) to help you, MAKE AND APPOINTMENT IN ADVANCE and stop complaining about your wait time.