PRIVATE CLIENT INVESTING - Santa Monica (CA)

Lauren Stewart We had an exceptional experience working with Sean Mason and his office staff! From the start, he was incredibly knowledgeable, guiding us through the complexities of managing our finances and helping us set up college savings accounts for our children. He explained everything in a straightforward, easy-to-understand way while still providing all the information we needed to make informed decisions. What really stood out was his honesty and transparency—there were no surprises, just clear advice tailored to our family’s goals. We now feel confident about our financial future, thanks to his thoughtful planning and guidance. If you’re looking for someone who is both professional and personable, we highly recommend Sean Mason!

Debbie Hargadon Erica Limones is my first choice as an escrow officer over the last 4 to 5 years. The Sales Reps - there have been 2 - and Sal, the area manager have always been very supportive and provide a high level of customer service, which is of utmost importance to me. You should give her a try!

Sandra I have never been treated so badly at bank that I left in tears. My experience at this branch was awful. The tellers were rude. The manager was rude. Im in disbelief that the manager of a bank would be so rude and nasty. Im not going to go into detail about my whole experience but I will say that I will never step for in this branch again. I left this branch with tears streaming down my face.