Pacific Wealth Management - San Diego (CA)

Fred Ortanez Spoke with a banker/employee named Alexander Sanchez, and he was wonderful and polite. Even though his computer stalling and delaying while he was starting our application for a loan; he was very detailed and informative on our account. He worked through his lunch I believe even his manager was mad he didn’t take his lunch, but he was committed to complete our application. I wish more bankers were like him. A++ service in my book. I hope all Patelco branches have their employees put customers first too. Makes us feel appreciated. I feel so bad for the employee. His management was adamant on him rushing the process, but he was great in every way. And we opened a checking and savings account too just because he was so very kind and understanding.

Crystal Thomas Mistes ability to effectively support her clients financial goals is a commitment she makes for life. My childhood friends mother worked with Miste and she was supportive through the loss of their mother and even took time to attend and help at her funeral. In a business that can be cold and confusing Miste brings a personal touch with her passion for what she does. She will work hard to make your goals become a reality and builds lasting relationships with clients that are invaluable.

Amy Schroll This is a great office. I love their friendly front desk staff. Every single time Im here i feel like Im being warmly greeted and sincerely welcomed. They have a large parking lot and theres a nice, clean restroom outside of the office. Ive been very happy with all of the staff here and their services and highly recommend!

Victor Zodda Cant recall ever having a bad experience with them... theyre great. They even caught fraud on a Google account of mine and saved me a lot of money when for some reason Google itself couldnt identify or care less about it. Id recommend them to anyone.