KeyPoint Credit Union - Goleta (CA)

Amber RJ My mom goes here to get her paperwork done. Fast, friendly people, and MUCH easier to deal with than the DMV. She went in yesterday to handle paperwork and was out in less than 5 minutes. Love it.

donald hill Delayed responses, Poor communication. Requested multiple times same documentation. Received an inaccurate property appraisal and never received a revised appraisal. Team Leader Veronica Rocha never responded to emails or voice mails. Better providers.

Carol Tacconi Review of Fiduciary Financial Group My husband Dennis and I (Carol) have had the pleasure of working with Fiduciary Financial Group both before and after our retirement, and we couldn’t be more pleased with the financial planning services we’ve received. From the very beginning, their team took the time to truly understand our financial goals and priorities. They guided us through the transition into retirement with professionalism, care, and a clear strategy that gave us peace of mind. Their advice was always tailored to our specific needs and delivered with patience and clarity, which we greatly appreciated. One of the things that has stood out most is the ongoing support we continue to receive. The regular updates, reviews, and proactive tax services have been incredibly valuable in helping us maintain a solid, up-to-date financial picture. It’s reassuring to know that we’re not navigating this chapter alone — Fiduciary Financial Group is always there with insights and support.

Gary Cruff John is detailed and knowledgeable in a number of areas. He provides expert advice beyond just picking a stock. Strategies on retiring, saving on taxes, etc. I am very grateful for John and the services he provide.

T T Ugh, had to change all accounts due to theft and Mr. Rezwani and Shankar really helped Dad and I out...it took a few HOURS! The personal attention and excellent customer service for all these years from all the staff (Amy, Lou, Veronica, Rukhshana, Narina too) is what sets them apart from the larger corporations where you will be treated like a number. Here you never are. A+