Vision Solved Wealth Management Group - Riverside (CA)

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.

Randy Souza Great staff , Responsive , and knowledgeable

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.

Sarah Dunn Oh my GOSH!!! I LOVE THIS BANK SO MUCH!!! I was robbed via Apple Pay in another state, CCCU told me to file a police report, cops didn’t have enough to go off of so i went back to the folks at coast central and within a day they got me my money back!!!! I know this might not happen every time, but the fact i was able to go in and talk to a real compassionate team of people was so comforting. They took time to listen and went above and beyond to help me in the rough patch i was in. I cant even begin to express my gratitude. Absolutely amazing people every time. There’s no where else i trust as much as coast central, you guys are amazing, thank you so much!!!!!

Lyndsay Fredericks Love this bank!!! They go above and beyond to make you feel like a valued customer. Thank you guys for all your help when I need it. Easiest place to bank for personal or business