“Ray is an exceptional financial advisor and human being. He really puts his clients needs above all else! If you are looking for the best financial advisor in OC he is your man! Thanks Ray for all you do!“
“I can't say enough about Joshua Crowe. He's so knowledgeable and fun to talk to. He's honest and tells you like it is. He's such a professional.“
Financial Planners
Financial Planners
Financial Planners
“Wow, Ina is stellar! The phrase "above and beyond" doesn't even come close. That assumes I knew exactly what I expected her to do. I simply told her my predicament and where I wanted to end up and, being clearly expertise in what US Bank has to offer, she strategized and walked me through far more options than I ever knew. Yes, cool that US Bank has a wide array of financial products - It takes someone who understands the pros and cons of each to best use of them. Or, even know to use them at all. Seriously, what a surprising visit. It's so rare these days to get a high level of knowledge and service in a bank branch. I'm grateful this is the branch I chose and that Ina was there to provide everything she did.“