Westlake Financial Management - Thousand Oaks (CA)

Verna Hall Very helpful people. Good information. Made the process of selecting which insurance plans to use very easy.

Stephen Brandon I was previously banking with Wells Fargo and had a worrying experience so I went here to see what kind of treatment I would get and I was delighted to find Lorena working at this branch. She got thru my application for a business account and had me approved the next morning. She even followed up just now and was as nice as the first impression.

Rain McKenzie 24-hour outdoor access.

P S We were told to see the counter person today about 1215. We waited as the female associate told us to have a seat and wait. We waited off to the side. After she was done with the person in front of us, she skips over us completely and takes the person that arrived after us. We had questions that the teller couldnt answer in the first place in which we were patiently waiting. We are greatly disappointed in Bank of America. We were considering moving my moms numerous assets over to B of A, but after todays experience we think not.

john zimmerman Nice people, good service.