Private Wealth Management | U.S. Bank - Santa Monica (CA)

Richard Hartnell Besides always getting superb service at the branches, UNIFY was always willing to jump through hoops for me. Leaving this review because they just jumped through a couple more hoops to deal with a complication re: my COVID stimulus check -- about half a year after Id closed my account.

Max Gailey Wonderful, honest and excellent financial planner! Highly recommend him and his company!

Akshay Singiri Had a really good experience, he was quick and to the point. He knew the details right of the bat, would definitely recommend if your in two minds

Alysa Stanford The Branch Manager here is standout. Worked very hard on an issue we were having with mortgage credit reporting. Followed up with us daily until issue was resolved. Found it to be the cleanest, quietest, and most professional bank in the area. The ATM is newer and feels more secure than neighboring banks. Chase has a wealth of products and services that make it very easy to do business and banking out of the area. Despite my credit reporting issue, having a Chase mortgage has been a positive experience and their customer service has been excellent. They always make me feel like a valued customer, are helpful and kind.