Meridian Private Wealth Management - Oxnard (CA)

Rigoberto Daza They give the best help for my personal insurance

Julio Rivas They are a company that provides very good service and support to the Latino community if we comply

Ebonetta The staff is great, very appreciative of the work they do

Aida Valdez Please contact me regarding my 2020 taxes. I have left messages with your staff and need a response.

Orlin Koehmstedt Thank you Alec for the time you were able to help me with my questions in regards to my financial future. I reached out to the SmartVestor pro on Dave Ramsey and Alec was the first one to call and leave a message. He was enthusiastic and seemed well knowledge in the financial world and really broke it down for me to understand. Thank you again for the time we spent on the phone. I will definitely pass on his information to anyone I come in contact with who is looking for a smartvestor pro!

Sabrina frith So I had my consolation today with Mr. Anselmo everything went fantastic and his strategy was great I’m so excited and can’t wait to see the results.. I appreciate the service thanks.

Angelica Klein Recently I refinanced my home with Pinnacle Home Loans. Admit that Im a tough customer but that did not deterred Guillermo Chavez from providing excellent service from beginning to end. Guillermos authentic people to people business style is consistent. He is personable, honest, and professional. He follows through, he returns phone calls within a reasonable time and is always prepared to answer those FAQs. And when the customer does not understand something, Guillermo has the right approach for explaining things with great patience and he is not satisfied until his customer is happy. He has a spirit of excellence with a heart for serving people. As for Pinnacle, I don’t have much to say at this point as the relationship is in its infancy – we are not into the first payment, so I have yet to experience their direct service but if Guillermo trusts them, I trust them. Thank you. Angelica Klein