Best financial consultant in Irvine, California (CA) 2024

The worst center! The lady at front desk is very disrespectful! The guy called Richardo refused helping me because I said I am in rush!!!!! He said he is uncomfortable and left his room so not helping me!!!!!! None of the staffs working no one helps! I had to wait more than an hour just to reset my PIN! ~Roya

I have been banking with Bank of America for more than 15 years. In the past five years they have gone downhill. My last visits to the bank over the past two months or very unprofessional except for one branch in Irvine. Going to branches in fountain Valley, orange next to my business, Santa Anna they are incredibly declining. That explains why most of the people I know are changing to a chase for much better business banking. The training of the staff is extremely terrible again the exception is the Irvine location. I will give it five stars. Every other location maximum one star. The training of the managers is very poor. In one location the security officer stopped me by the door and said that I have to tell him exactly why I’m going in the bank. I refuse to share my personal information I told him I only want to discuss it with the Business manager. He asked that I wait outside. After I went in inquiring if that’s normal from the Manager he said because the bank was crowded. There was only four people in the bank. That’s the location and 17th St. last weekend. Currently I’m in the process of switching my business and personal bank accounts as well as my family bank accounts and investments accounts to other banks. It’s not worth it to stick to a bank for one decent location. ~Mohamed

This location is very frustrating. It seems they always have only one teller working at a time. You wait for long line and then find out they can’t assist you because they don’t have change or they can’t assist you. I already went few times and I had to leave seeing long line. You also have to make appointment for vey simple task. Why you have a beach that can’t support local customers. I already avoid working with humans as much as possible when you are at this branch. Top of that, time to time ATM DOES NOT WORKING PROPERLY!! I have both personal and business accounts with this bank. I am not sure if beach manger is properly trained on Customer service or allocation of Human Resources! THIS BRANCH REALLY NEEDS IMPROVEMENT!! ~Farid

Joseph is one of the most prominent and professional CPAs is south Orange County that I dealt with. I have been filling taxes for years and by far he is the best. Very knowledgeable and takes the time to explain to his clients what is best for them and also educates his client to his best ability about changes and new laws that keep changing in the taxes area. For sure would recommend him to take care of business and personal taxes to anyone I know with great confidence. ~M