Insight Financial Advisors - Santa Ana (CA)

R Lopez I try not to visit this place. The first time they got bought (Not sure how long ago), I left to another bank. Sense then theyve been bought like 3 more times. Each time the bank is bought, their computer system changes. Your debit card is no good, your checks are no good... so on and so forth. There are a few small businesses in town who dont want to cash their checks. So I go into the bank to do so. It takes an extremely long amount of time to cash a check here. It is not a friendly environment. I know its a bank but a smile and an explanation as to why theyre taking so long would be nice. They get three stars because they still do but theyre supposed to do. The last two stars is for convenience and friendliness.

Angela Poncetta Natasha in the office is absolutely wonderful! She is always very prompt and professional, and they make the process easy. Thank you, Natasha!

Jarrod Bryant No long lines and friendly staff

jim s Josh and Sarah and Dallas are a great team. They helped us navigate the world of financial planning (which we were clueless about) with patience and professionalism. They listened to what we wanted and what we werent comfortable with and tailored their recommendations to our comfort level, all while educating us on multiple possibilities. They answered all of our questions thoughtfully, and explained topics so we could understand them. They truly seemed to care. We highly recommend them.

REEDmy RIGHTS Pretty fall foliage, panic tables, restrooms, near by restaurants, park events, plenty of parking, art galleries, wine tasting.. just to name a few things to do here.