Merrill Lynch Wealth Management - Oxnard (CA)

Aubree Johnson Financial reports are clear, showing rent and expenses monthly. The online dashboard is simple to navigate, saving me time. Their team explains details if needed, so helpful. The user experience is awesome, stress-free. I’m thrilled with their organized financial system.

Daryl Mello Cody is Extremely knowledgeable and is part of a very courteous, responsive, and professional team! They have both saved us money, and increased our portfolio more than we thought possible!

Melissa S Polam Federal Credit Union has saved me many, many times; and, I’m not even a member! My credit union is based in Southern California. Many of the CUs here have stopped providing services such as cashier’s checks. Thankfully, Polam is not one of them. The gals who assist me are always so kind and patient. I’ve even learned some Polish! Thank you, ladies for always coming through for me! ♥️

Robert Sutton Everyone I have worked with here is courteous and friendly! They go out of their way to do a great service. This branch has that good old country town feeling welcoming you right in! They also get involved with community events. I have seen plates of cookies and and coffee many Fridays. They also give free water bottles. If you are the type that bounces checks and keeps low balances, you will pay a lot in fees. Otherwise you should be ok. Just pay attention to the rules.