Financial Planners near Mission Viejo

“I go to the Vista U.S. Bank Branch. Throughout the Union Bank merger, the exceptional staff dealt with long lines of customers adapting to the change, asking questions, etc. The vibe inside was always positive and each teller, and manager I dealt with were friendly, knowledgeable, and kind. The outside ATM never works on weekends. Whenever i needed to get cash it was out of service- not cool! I gave this bank 5 Stars because of the people who work for the Vista U.S. Bank Branch! They genuinely care about each customer as if we were family- regardless of the stresses of the day! Thank you U.S. Bank employees, you're the best!“

“Jeff and his team did a fantastic job in helping my wife and myself this past tax season. Jeff maintained constant and consistent communication, insuring that our needs were met and that our questions were answered despite the craziness of tax season.“

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“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.“

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“I came in today with quite a bit on my plate. Having lost my wallet last week, I needed to cancel and replace a few credit/debit cards, make a deposit, as well as make an appointment to set up a business bank account. Diego Garcia got me all squared away and even helped me print copies of the documents i needed for my appointment tomorrow in an extremely efficient and friendly manner. He went above and beyond to get me taken care of and i was out the door in under ten minutes. I am extremely grateful to him and whoever hired him, thank you!“