Stifel - Oxnard (CA)

Kurt Pethick Estate Planning Retirement Planning Insurance Planning Financial Planning

T T Ugh, had to change all accounts due to theft and Mr. Rezwani and Shankar really helped Dad and I out...it took a few HOURS! The personal attention and excellent customer service for all these years from all the staff (Amy, Lou, Veronica, Rukhshana, Narina too) is what sets them apart from the larger corporations where you will be treated like a number. Here you never are. A+

Donna Acosta I had a great experience at this pawn shop. Esperanza was an absolute doll—friendly, knowledgeable, and efficient. She made the process smooth and easy, and I was in and out in no time. Excellent customer service and a welcoming atmosphere. Highly recommend!

Jeff Figone My wife and myself are approaching retirement and wanted to find someone who we felt understood our financial situation but also someone who we could trust with our hard earned investments. Once we started to talk with William Callahan, we knew almost immediately he was the right choice. He asked many questions about our goals and our expectations of what kind of lifestyle we wanted to enjoy. He made us feel at ease and comfortable with his clear explanations and impressive insights. In addition, his personable and knowledgeable staff follows up with all paperwork and questions in a timely and professional manner, they are a true asset. Mr. Callahan and team has made our whole retirement transition manageable, and given us the confidence to retire comfortably and to achieve our goals.