Find the Best 18 Finance services in Concord, CA (Part 2)

Alex I love this place. Easiest banking experience I have ever had and the staff will help you with anything you need. If youve just moved to Concord, this should be your second stop after after your apartment. If you have any problems, just talk to Joel. Hell take care of them.

natty de marquez Very good service. My husband requested a loan and it was approved the same day and that same day he received the check. I highly recommend it. Come and get your loan.

azzam 76 new industry

Lori Quintero Philip was very informative and helpful and broke everything down so I can understand better.

xin luo The amount of information is real and the rental is fast. It’s a good local life service platform.

Sara Peacock Derek was referred to us by a friend after we weren’t happy with the Credit Union we were using and I’m so glad we made the decision to go through him. He is everything we could’ve asked for in a lender. He was great to work with. He is super knowledgeable, professional, quick to respond, & was very helpful throughout the entire process. I highly recommend him to anyone looking to purchase a home & will definitely use him in the future again.

Claudia Forester We’ve had an excellent experience working with Insight Capital Management. They are knowledgeable, professional, and truly good at what they do. They take the time to explain things clearly, help us make informed decisions, and always keep our best interests in mind. Their guidance has given us peace of mind and confidence about our financial future. We highly recommend their services to anyone looking for trusted financial advice.

Patrick Delaney Tried to switch to my wifes bank account for autopay after 5 yrs of using my account. Do not know why it wouldnt work but still didnt work after 3 different attempts. Offered to mail them the payment and they told me not to do it, they would get it worked out. Finally had to switch it back to my account to get them paid, then they reported me as 30 days delinquent to all agencies the day after I paid them. Asked them to remove it and they told me no, despite an excellent past payment history and proof that I had tried multiple times to pay them multiple different ways. Even tried using a debit card to pay them but they do not accept that method. They a heartless, soulless heathens.

Tammy Cooper IVE BEEN A MEMBER FOR SEVERAL YEARS. I AM REALLY HAPPY WITH THE FRIENDLY SERVICE. I FINANCED MY AUTO LOAN WITH PSCU. I ALSO HAVE A VISA CARD AND CHECKING ACCT WITH PSCU.

Nick Ashmore Thank you Brian, Kari and Rachel for another amazing experience. I have so much confidence and trust in the work that you do and the advice you give. They do what they say and make the process simple and stress free and I would never go anywhere else for mortgage financing.

Melissa S Polam Federal Credit Union has saved me many, many times; and, I’m not even a member! My credit union is based in Southern California. Many of the CUs here have stopped providing services such as cashier’s checks. Thankfully, Polam is not one of them. The gals who assist me are always so kind and patient. I’ve even learned some Polish! Thank you, ladies for always coming through for me! ♥️

Karen L. Fisher If I could give this company a zero rating I would. Working with Adam Ghinazzi has been one of the worst experiences Ive had when it comes to working with investment advisors. He never returns phone calls, still has an old contact name and e-mail attached to the accounts and has consistently ignored client instructions. His poor customer service led to a large amount of money getting misdirected and it is taking months to fix the problem. Its been extremely stressful working with him. I hope his company will do something to improve the level of service so no other client has to experience this level of frustration and of being ignored. Clients deserve better. Im a trustee and Im settling the estate for Adams client. Out of respect for all the years he worked with this client, I would expect him to be responsive to the needs of the current situation which is making sure the money is distributed properly so the heirs can receive their money.

Gary Cruff John is detailed and knowledgeable in a number of areas. He provides expert advice beyond just picking a stock. Strategies on retiring, saving on taxes, etc. I am very grateful for John and the services he provide.

Sam Morris They were extremely helpful in fulfilling my loan, keeping me advised on every step of the way! A great company the whole way through. Thank you Stearns Business Lending Inc.