Wells Fargo Advisors - Hollister (CA)

Daniel Hughes We love banking at the Kings Federal Credit Union. Especially friendly with HOA reserve accounts and CDs. Ashley and Janet were so helpful and made the transferring of funds so fast and easy!

Russell Anders Kevin is a terrific person to have on your side when it comes to taxes. He is knowledgeable, experienced, professional and eager to get into the weeds to solve problems. I would recommend him highly to anyone in need of tax services. Cant say enough about this man.

Its Gem You’re better off putting it on your credit card or using CareCredit! I would NOT recommend Scratchpay! I applied for a scratchpay loan at the Vets office and I thought I would like the concept of getting a quick loan but DONT DO IT. I would not recommend even out of desperation for saving your pets life or trusting the vets recommendation of using it. They charged me fees and never notified me of the additional fees and they dont send statements! Cons: -The company/lender has extremely high rates—higher than a credit card or personal loan from your bank/credit union. -They do not have any self-serve options to edit/update your contact info online (address, email, phone). -I have to call them or email them whenever I need anything including my statements! (Violation of Reg Z in the TILA, would recommend all to file a company with the CFPB and FTC) -Whenever I emailed them about not seeing my payments online and being sure it was a technical issue, Ethel never wanted to escalate it or help. -Almost every concern or question i have had, there is nothing that can be done about it. It seems this company and its digital platforms were just thrown open without consideration of the user’s/applicants. Customer service and the online platform are extremely and unhelpfully limited. Changes to my profile such as removing, editing or hiding information cannot be done online. There are no log in options and users are forced to not only use their phone number to log into their account but send google their information/phone number (read the fine print at log in). There are NO options to NOT share that phone number with google. Of course like all companies say “we value your privacy” but it is evidently not true with this one. In addition to not being able to control my own profile, this loan CANNOT BE USED AT DIFFERENT FACILITIES. Which means if you go to your primary vet and they start treating your pet and then they recommend you to switch to an emergency care clinic- you cannot use the same scratchpay loan. You will have to take out another loan. Aside from all the limitations, they don’t even give a proper statement! There’s no option online to see each charge. So if you go to the facility 3 different days and get 3 different charges you will NOT SEE 3 different amounts charged and by whom- you will only see 1 lump some. Make sure to get receipts from vet otherwise you’re SOL.

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

Ken Evans I have been very fortunate to work with all 3 brokers at Sweeney & Michel at one point in time or another when managing my portfolio. All have been excellent in explaining, sometimes complicated financial information to my skill level. I especially like the one on one, face to face, or in office interactions. They live by the motto that no question is a dumb question. Their staff is also very friendly and also very helpful in giving me an answer or getting it. I would highly recommend this group for your financial planning needs.