Carlsbad, CA Financial Services

We have used Darcy as our financial planner for many years. We are so impressed with her knowledge and. Planning tools. We feel confident that she stays on top of market ... more

Trying to Cancel service for over a month. Cant get a return phone call. Also they increased our rates without approval.. Not a great company. They have no customer servi ... more

Torrey Pines Bank Employees are efficient and phenomenal. Vicki is absolutely amazing and always going an extra mile to assist us with our banking needs.

Abmg has been doing my taxes for years and theyre the best!

CNB goes above and beyond with excellent customer service and proactive security and support for both individual and business accounts. We have a 15 year relationship wit ... more

Diligent, professional and responsive! IDA understands the importance of establishing a plan tailored to each client's risk tolerance and helping to stay on course. Not ... more

I can't say enough about Jackie and the team at Guide My Finances. As a former advisor and banker I knew I didn't want a large firm to help manage our finances and wanted ... more

Russ Fujii is the consummate professional and a very astute financial advisor. He takes a client-focused, long-term approach to meeting his client's objectives. I'd high ... more

Positive: Professionalism, Responsiveness

Banner Bank Carlsbad is the only Bank I will do business with from now on! I started by opening a personal checking account to test the waters. I am used to BofA standard ... more

I totally recommend that anyone looking for a solid road map to their financial future get in touch with Rod Oliva at Coast to Coast Wealth Management. We all know that, ... more

THIS LOCATION HAS THE ABSOLUTE WORST STAFF!!!!! NONE OF THEM KNOW HOW TO DO THEIR JOB EXCEPT THE WHITE MAN CASHIER. I'M BEGGING MY BOSS TO FIRE THEM AND USE SAN DIEGO COU ... more

Good location. Good people work here.

We been with Jeremy for over twenty years and could not be more impressed with his knowledge and integrity. He has truly provided for us a care free and comfortable futur ... more

Very kind and organized staff, always answers your calls and follows up! Kreig is the best!

I have banked with First Citizens Carlsbad for about 10 years. GREAT consistent CUSTOMER SERVICE! They are professional, yet personal, and are willing to go out of thei ... more

Rod is always very professional, and he has been immensely helpful for my financial planning. He always takes time to make sure all of my questions are answered. I would ... more

This has to be one of the most unorganized banks that have bankers and tellers making promises that cannot be fulfilled just to get their quotas met. They are not educate ... more

I would urge every parent who has a student in high school to contact ducerus. Sit down with Ed Sanderson, if you live in Carlsbad, CA. and let him explain to you why duc ... more

Need more Bitcoin Machines closer to the freeways. I only use National Bitcoin ATMs because they are easy to understand & logical to operate. Once in the system you're ... more

Convenient ATMs

Avoid Matt Leonard at all costs.  He has poor listening and communication skills, and does not answer questions.  He is unwilling to answer questions about his training a ... more

Very good experience.

Both of the ladys working were extremely rude. Im always extremely nice to workers! Super weird.

I don't know who thought it was smart to use a leaf blower to dry the floor when customers are fixing there food. The dust particles were flying everywhere. Why not follo ... more

These guys are the best when it comes down to doing taxes!!!! Knowledgeable and friendly.

My wife and I have had Vashtine help with out taxed for many years now. We enjoy working with her and the convenience and confidence she offers.

Ive had to do a few 1031 exchanges over the years and was referred to Jordan with IPX 1031 several years ago. His communication and knowledge of the transaction is unmat ... more

Bruce and his team do an incredible job. Highly recommended.

I recently worked with Ken Pruitt in securing a reverse mortgage loan for a condo in Carlsbad, CA. I found Ken to be knowledgeable, quick to respond to my questions, and ... more

I would like to thank Lein On Me Tax Relief for helping me with an IRS issue that has plagued me for a couple years. Kylie was absolutely wonderful and very knowledgeable ... more

I recently had the pleasure of collaborating with Brent, a financial advisor at Independence Square Advisors, and I am thoroughly impressed with the exceptional service I ... more

Awesome experience very helpful and Awesome experience very helpful and patient. I cant thank you enough for everything

I was helped by the lovely staff at Poinsettia village the other day. The tellers were all very kind and welcoming and as well were the bankers. I was introduced to the B ... more

Tanner Glass is simply the worst person to deal with. He doesn't listen to you. He doesn't care about what you need or what you want. He simply want to do whatever he thi ... more

This is a great branch... not too busy, very friendly and helpful. Love coming here and glad they are my closest branch. Freddie the manager is such a nice guy and very p ... more

They supply a wealth of videos on YouTube. They are the most knowledgeable team in the solo-K business with excellent service. And in 2024 they offer cutting edge plan d ... more

I know, it's just business.  I had a mortgage, checking act, and 3 CC's with Chase. Last year when I refi'd, they started dinging me $25 month for the checkin ... more

Total rip off. I've reported them to the bbb and had to file a civil suit against them. Easy to sign up but hard to get a release and then even after you wait the full te ... more

I am so sad for these new people coming in. They have been through Hell. It's beyond words. When you can feel people's pain and tiredness and you try so hard to love the ... more

Sper bad experience, their was this men that wasnt even my teller, he was putting something in the computer that my teller asked him to do, not sure if he was the manager ... more

They run your credit even if the say they wont! Bought a used car with a certified bank check. They said they couldnt sell a car without signing a credit authorization fo ... more

I needed a notary and it took all of 3 minutes. Great service!

Struggling with poor credit, I urgently needed an emergency loan. While others turned me away, this company stepped up to assist. They provided the essential funds swiftl ... more