Merrill Lynch Financial Advisor M Cuevas - Oxnard (CA)

Marla Leap A big shout out to Julie Angeles Olmos. After two days of trying to resolve an issue on line and over the phone, Julie took care of it in 15 minutes. Thank you Julie

bea kell All gives me the answers to my questions. Thanks

Jennifer Errande The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging fathers account, which he granted me years ago but I never filed the papers for. I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious. As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but thats how it appears the world is changing.

Ana McCarty Working with Alfonso Delgadillo and his amazing team—Alexis and Amanda—was truly a 5-star experience! As first-time homebuyers, we were nervous about the process, but this team made everything smooth, straightforward, and incredibly efficient. Alfonso was knowledgeable, patient, and always available to answer questions or explain next steps. His professionalism and genuine care were apparent from day one. What really made a difference was how Alexis and Amanda stepped in during escrow—they were absolutely essential in keeping everything on track and pushing things forward with precision and care. Their coordination, responsiveness, and attention to detail helped us feel confident and supported through every milestone.

Roger Vanegas I had a terrible experience with a previous lender, but thankfully I got in touch with Adriana. From start to finish, the process was smooth. She and her team were always on top of everything, ensuring a successful outcome. I can’t thank them enough for their hard work and dedication.