Saba Jahanian - BancWest Investment Services Wealth Financial Advisor - Santa Monica (CA)

Natalya Bakhshetyan As first-time homebuyers, we had a lot of questions and concerns about the process, but Anita and Mlada made everything incredibly easy. Their communication was excellent from start to finish, and they were always available to answer our questions in detail. What impressed us the most was how quickly they worked — everything moved along faster than we expected, and they handled most of the paperwork behind the scenes without bothering us. We felt completely supported throughout the entire process. We couldn’t have asked for a smoother experience! Highly recommend them to anyone looking for a loan officer who is professional, efficient, and truly cares about their clients.

jazmine jimenez Nothing but great things to say about Lake View Financial . Alex and Rosa have been extremely supportive and helpful with tips on how I can better manage my money. They’re always accesible to me and easy to reach, whether it’s through email, phone call or video call . I appreciate how honest Alex is, he is always looking out for my best interest. Gives me a big peace of mind to run things by him whether that’s looking to buy a new car, renting a new apartment, or simply planning what life throws at you. Very pleased with their services !

Alan Bleiweiss As an independent consultant small business owner, I have relied up on Linda Panicelli at Morre & Company accountants in Novato for all my tax preparation needs since 2011. Before I was introduced to the team at Morre, I had been burned by a couple different accountants over the years, so I was initially nervous. Linda quickly put that to rest. The work Linda and her team do is beyond invaluable to me, and I am not a normal case. Because I work for myself, from home, Ive moved every couple years across California and to other states. Yet its never a problem for her. The amount of experience and knowledge she has is vast. At the end of last year, I decided it was time to settle down and buy a house. So Ive had a number of questions regarding taxes, including whether I could use funds from my SEP-IRA (where John Morre and Linda had both provided guidance and insight on its setup and related decisions) toward closing costs. So dont just think youre going to get basic run of the mill services with Linda or the Morre team. They offer much more than that, and I am truly grateful.

Sheryl Burford My husband and I have been clients of Beneficent Financial for the past seven years. We are very pleased with the professionalism of Cathy Downs and her staff. Everyone is always friendly and very professional. Cathy does a great job explaining the various investment strategies and how they will impact our financial and tax portfolio. When you become a client at Beneficent, you become part of their family and they take very good care of us. The entire team is always great to work with. For our purposes, we mostly work with Cathy and Nancy who are so patient and understanding. We are more than pleased with the financial advice we have received from Beneficent. I highly recommend Beneficent Financial.

Ashley Goehring I Really like the service they provided.. There was a new teller at the desk that greeted me all friendly like and made me feel very welcome and then Brittany her coworker/manager ? Anyway they both were super nice and friendly, the best part that is not where the great service ended. My Teller was actually a younger gentleman very kind and was very knowledgeable and helped me through the process as I am 23 and new at learning about being an adult and where to start when it comes to financial responsibility. Thank you all for your kind attitude!!! AMAZING