Connor Waldo I generally have a really good experience. some of the stuff with community financial is a little bit odd in terms of their information systems, but I like the friendly and family oriented atmosphere. They are always helpful when it comes to getting a car loan as well. overall I think its good to have a credit union on your team and Im glad that I have community financial. I have been banking with them ever since I was 8. Thats over 20 years.
Prahelika Shah Excellent service! My husband and I are very excited to be working with this firm. The owner spends great amount of time with clients which to us shows he wants to provide the absolute best service.
Mike Vega Hands down the #1 lender in the country.
From start to finish, the experience was smooth, transparent, and efficient. The team was incredibly responsive, knowledgeable, and truly had my best interests in mind. I got a great rate, clear communication every step of the way, and felt supported throughout the entire process. Highly recommend to anyone looking for a lender that delivers top-tier service and results.
Adrien Chandler John has been my FA for around 5 years now. He "saved" my accounts from a different agency that was not doing right by me and my investments. He and his team are knowledgeable, responsive, honest, and just plain good folk. I highly recommend.
Ginny In all transparency, this is a very early review, but it feels justified. Bradford has been a complete pleasure to work with. As a young investor with a smaller amount of assets to offer to manage, I didn’t expect nearly the attention he’s given me, or the time he’s been willing to spend with me to help me learn. Aside from his 15+ years in the field, the firm’s principals are CPA’s with combined 50+ years tax/finance experience. As a CPA myself, I can vouch for the value of the combination of finance and tax knowledge the firm offers. I would highly recommend working with Bradford, or likely anyone at the firm.
