Financial Planners near San Juan Capistrano

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“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!“

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“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.“

“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!“