Merrill Lynch Wealth Management - Westlake Village (CA)

Onyx the bird Neil listened to my concerns & developed a financial plan that was right for me. I was impressed with the print out and now I know what I need to do to be on track to retire.

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.

Gabriel vazquez We were recommended to Jose and Sonia and they make such an excellent team. They are always the best in helping us when we communicate with them, try there best to find what works best for their clients. They work professionally in what they specialize.