LPL Financial - Ukiah (CA)

ycresp PLEASE READ BEFORE DOING Business with this company! My husband and I took out a loan from this PFA and honestly have been struggling to make payments on time (but always do catch up). On 2/24/21 a gentlemen (unknown name) called and off top was disrespectful to my husband, he called him a bad word in Spanish followed by his last name, but prior to this a couple of months ago someone text my husband and wrote "tell your wife Yvonne I said hi", wanting to provoke my husband and get him mad. When I called today 2/25/21 the first person I spoke with "Francisco" was very disrespectful to me and dismissive. When trying to explain the situation that happened yesterday between my husband and a customer services representative to FRANCISCO, he totally dismissed anything I had to say and stated to me "That is not true, Im 100% sure that, that is not true", I told him "how are you sure if you have not even reviewed the phone call", he just dismissed me. I asked how his supervisor was and he said at first it was "Jesus" and when I asked him again what his supervisors name was he said "Luis". that could of just been a miss understanding, but when I questioned him about the name he stated "see that isnt even the name I gave you so how can what youre saying be true". So after hanging up with him I call back and spoke with a "George", Gorge was not rude to be, he just listened and I had him transfer me to "Luis". When I spoke with LUIS the first words out of his mouth where "are you going to make a payment today", off top being dismissive to me, i asked him "if the other guy had explained the situation to him and he stated "yes, we have everything documented". i kinda paused hoping that he would say that they would investigate it, however I got the exact opposite. He totally dismissed me and did not care what I had to say. So I asked for his supervisors name "the person above you", he said "George Montel", i could be spelling the name wrong. I called George Montel and left a message. Hopefully i will get a call back and get this resolved. Hopefully this isnt the word ethics of everyone at that job. PLEASE RETHINK where you invest your money before signing up with them.

Jeremy Micone Sonia was very awesome to work with and handled everything very quickly. I am grateful for Bill and his team.

jazmine jimenez Nothing but great things to say about Lake View Financial . Alex and Rosa have been extremely supportive and helpful with tips on how I can better manage my money. They’re always accesible to me and easy to reach, whether it’s through email, phone call or video call . I appreciate how honest Alex is, he is always looking out for my best interest. Gives me a big peace of mind to run things by him whether that’s looking to buy a new car, renting a new apartment, or simply planning what life throws at you. Very pleased with their services !