Best investment service in San Diego, California (CA) 2024

The staff is outstanding, I don't even live here but Faye remembered helping my wife and I set up our accounts when we got married a couple months back. She helped clear some problems I had with my account and I left better off than when I arrived. I have never experienced customer service like that! Thank you! ~Cody

I went this bank twice and they did not have time. I decided to go to another bank but Mitchel, I think the manager, accept to open an account for me. He was so kind, patient and not only he opened my account but also he found out I do not know how to work with the application to check it, and he helped me to learn. So satisfied and I think he deserve to be the manager. Thanks to Mitchel again for his nice smile and great job. ~Parinaz

Been a customer for 30 yrs. Where do I start? The service has went downhill. This company makes their customers work harder and not smarter. The online banking mobile app is limited (please join us in the smart phone digital age UB). Over the Summer, I had one of their reps argue with me and adamantly "tell me" that when I have used Venmo, that money didn't instantly transfer within minutes. I told her yes, in fact it usually does. And I've called Venmo instant transfer and they're saying it is on the banks end if it doesn't transfer quickly. And the tone she used? I had reached out to them about a problem of me getting charged twice for a debit withdrawal and they referred me to the vendor and I was back and forth. That didn't get resolved. Now another issue has arisen for which I called them about last month. I have went between Apple Services, paypal and back to them. Now they're restricting my checking and changing it...great timing UB! My rent and other bills are due and I won't be able to use my account. That's something you all should have acted on when I called you guys some weeks ago AND NOT just before rent and my phone bill is supposed to be auto-paid. ~Suzana