Keystone Private Wealth - Palm Desert (CA)

Arcylene David People are nice, friendly, professional and easy to work with.

John Garcia I’ve worked with many financial institutions in the past but Regional Finance was hands down the easy to work with. Daniel as a finance officer was incredible. Guided me through the breakdown of the loan and didn’t try to sugarcoat any of the fine print like most financial companies do. I can’t say anything more on how great Daniel and Regional Finance, I just wish more institutions had the same ethics.

Stefani Re I switched to Savings bank of Mendocino, Lakeport recently and it’s been a breath of fresh air!! Banking there is made so easy, the online banking is so easy to use verses my prior bank. The ladies who work there are so sweet, Miranda is particular is always there when I need help!

Jamie Setterquist Isaiah was very friendly and helpful and answered all my questions. He took the time to get me the information I needed and he was very patient with all of my questions. I hope to work with him again. Thank you Isaiah!

Bertha Rodriguez I have been here twice and have never had any issues whatsoever. They were so helpful and made the process so easy! I love coming here. Definitely recommend 10/10!!