Legacy One Financial, LPL Financial - Gaea Rae Dawn - Ventura (CA)

Gary Corley It was a good experience hopefully the owner would like to call me back

Sheryl Burford My husband and I have been clients of Beneficent Financial for the past seven years. We are very pleased with the professionalism of Cathy Downs and her staff. Everyone is always friendly and very professional. Cathy does a great job explaining the various investment strategies and how they will impact our financial and tax portfolio. When you become a client at Beneficent, you become part of their family and they take very good care of us. The entire team is always great to work with. For our purposes, we mostly work with Cathy and Nancy who are so patient and understanding. We are more than pleased with the financial advice we have received from Beneficent. I highly recommend Beneficent Financial.

Fred Ortanez Spoke with a banker/employee named Alexander Sanchez, and he was wonderful and polite. Even though his computer stalling and delaying while he was starting our application for a loan; he was very detailed and informative on our account. He worked through his lunch I believe even his manager was mad he didn’t take his lunch, but he was committed to complete our application. I wish more bankers were like him. A++ service in my book. I hope all Patelco branches have their employees put customers first too. Makes us feel appreciated. I feel so bad for the employee. His management was adamant on him rushing the process, but he was great in every way. And we opened a checking and savings account too just because he was so very kind and understanding.