Find the Best 15 Finance services in Concord, CA

Laura cintron Tiffani was amazing agent. She was Super attentive and patient with us being that we were first time homeowners. She made the process extremely seamless always communicating with us. Whenever we had questions, she always answered them no matter how many times we asked her the same question because the whole process was overwhelming for us.

John Garcia I’ve worked with many financial institutions in the past but Regional Finance was hands down the easy to work with. Daniel as a finance officer was incredible. Guided me through the breakdown of the loan and didn’t try to sugarcoat any of the fine print like most financial companies do. I can’t say anything more on how great Daniel and Regional Finance, I just wish more institutions had the same ethics.

Harlan Jodie (JodieJo Ha) Ali has a great relationship with my realtor so they communicated efficiently with each other (and me!). For my home purchase, I wasnt the top bidder, but the sellers preferred to work with Ali (as he had helped them refinance their home). Dont do yourself a disservice by using your friend/family member who is new to the industry (Been there!) get yourself a local pro with connections. I had one house that fell through and I needed special fire insurance/wrap around insurance policy for, and instead of the process of finding an insurer being tedious, they were able to recommend me someone who got the job done with as amazing of service as Ali and his team themselves.

Alexander Kel-Artinian Brian and his team were fantastic in helping me get a mortgage. Everything was upfront, explained thoroughly, and I felt like they were working in my best interests. I was a first time home buyer and had absolutely no idea what I was doing the whole time. Brian took the time to explain everything to me, including things about the buying process that wasnt mortgage related. I will be working with them again if needed and I highly recommend giving them a call.

Nyl Eikram This company has allowed a man using my identity to open multiple loan accounts and does absolutely nothing to help me when I call. The website refuses to let me submit a contact form, the email they tell you to message always comes back as a failure notice and I even asked for help on Facebook where instead of helping me they asked if I wanted a loan and continued to ignore me. Questionable company that does absolutely nothing to help when needed

Fred Ortanez Spoke with a banker/employee named Alexander Sanchez, and he was wonderful and polite. Even though his computer stalling and delaying while he was starting our application for a loan; he was very detailed and informative on our account. He worked through his lunch I believe even his manager was mad he didn’t take his lunch, but he was committed to complete our application. I wish more bankers were like him. A++ service in my book. I hope all Patelco branches have their employees put customers first too. Makes us feel appreciated. I feel so bad for the employee. His management was adamant on him rushing the process, but he was great in every way. And we opened a checking and savings account too just because he was so very kind and understanding.

Sean Donohue Incredible skills. Service. Professionalism. Insight. Knowledge. Highly recommend. I was referred by a friend who also loves the team. We work with Matt and I cant say enough how thankful I am to have him.

Mariela Rivasplata Wonderful staff. They helped me with personal banking. Great customer service. I want to thank Aidee Torres for caring and professional advice.

Aviva Wada Gary Cruff is an excellent Financial Advisor. He always is transparent in the fees and gives advice based on our risk tolerance. His advice has not only saved us money but has also helped our financial situation in a very positive and tangible way.

Diane Combs Love this place ,love the people in it . They are always welcome us with a smile, and never mind answering our questions, even if we feel like its a silly one. Been with them for years. Not going any plase eals.

Joppe Aguirre Umberto does a great job! He calls every few months to make sure Im taken care of and address any concerns or needs. Definitely recommend working with this place.

Gino Ramos Been sending money to PI for years now and this company is the best place to remit. They have been reliable and trustworthy. The fees were affordable and most of all, the service is friendly and welcoming. Maraming Salamat po !

Mayte Diaz So impressed with Mutual of Omaha a d how fast they processed my husbands death claim. So much so Im going to look into a quote for myself. Excellent customer service and hassle free 100%. Despite the tragedy, they didnt add trouble to my already difficult situation. Very happy.

John Flanagan Ive been a member for years and the customer service is great. I come in and Im out within minutes.

Laura Lorena Martinez I had such great service here. Maria went above and beyond. I’m not a person that likes to write reviews but this Maria’s customer service was just excellent. She was nice and so thorough .It was past closing time and instead of rushing me out and shutting me down she still made sure I understood E V E R Y T H I N G and got the help I needed. A week or so after I called and she knew who I was and still was able to explain everything to me and with same great attitude. She didn’t seem annoyed she was very sweet and charismatic. That right there is great customer service… you need anything from this place look for Maria !!!