Find the Best 15 Finance services in Santa Monica, CA

Shane Michael A friend recommended this and so far the apps been great. It doesnt just help you build credit, it teaches you how. I know more about credit scores and how they work than I probably every would have otherwise. Highly recommend.

Jeff Wilson I needed help with my books asap! They are not only a grade A cpa firm, but they also handle Quickbooks as well. Kyle as an artist when it comes to taxes so ask for him if you need tax help

David Crantz Never stops caring and putting clients above all else I have significant health issues No one I found was able to get me Life Insurance until I was introduced to DLHORTON THANKS Daryl

travis siegel Very happy with Daniels help so far. Hes extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didnt know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors.

Scott Griest Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.

Drew Bader Some nice people here but some of the advisors are incompetent. Heard an advisor was fired for a racist tirade in public. Another advisor who was a cheerleader at UCLA was an apologist for this individual and is racist himself. Some of the advisors clearly demonstrate a lack of professionalism and are technically not qualified for their positions. I’ve heard too many stories of missed investment opportunities, deception and overall questionable behavior. Other than that, this branch is ok.

Maria Serrato Sharmistha Ghosh provided outstanding assistance throughout the financing process for my recent purchases from Ritchie Bros. Her attention to detail, prompt communication, and dedication to ensuring everything was on track made the experience seamless. I couldn’t have asked for better support and would highly recommend her services to anyone seeking financing solutions. Thank you, Sharmistha!

林建宏 Beautiful architecture

Miguel Gutierrez Postmates or.doordash?

Mike Torchia DelMorgans team started out well in our firms recent acquisition and helped us figure a lot of things early on. Their level of support and communication had been a master class in competence and followed through. Our expectations were exceeded with DelMorgan and their crew

Geoff Allen I have been a client for 4 years now and have been very impressed with Adam and his team’s high level of technical experience, professionalism, attention to detail and prompt communication. It is rare that I come across great customer experience. Wellacre is exceptional! Thank you!

Coseph Joseph cheats and thieves ensuring people stay homeless and poor.

Pamela Buckley Professional staff