Investing near Albany, CA

“One of the most honest streamers on Whatnot! Anton only wants to make fair deals and not trying to get over on anybody. Great customer service you can tell actually he cares!Fast Shipping and great packaging.You want to do business with Anton from Polyak Precious Metals. I will be!!!”

“SHE IS THE BEST! Samantha has been our family advisor for over a decade and I cannot sing her praises more. She has patiently helped us with building wealth for our retirement and for our kids as they became adults. She has advised us with retirement accounts, living trusts, mortgage refinance and is always there, having done her research, to address any and all questions about buying stocks and emerging markets. She is forever friendly, informed, and forever professional. We would not be where we are today without her.”

“Rick's Financial Zen program is the best one out there if you want your financial house in order! My fiancé and I went through the foundation program and really acquired the confidence for our future with Rick's help.

He's been so responsive and engaging throughout the process, introduced us to his resourceful network and setting us up for success. We really like his energy right off the bat and we are happy Financial Zen members that will stick around.”

“Alex and Colby are extremely knowledgeable and helpful, always very responsive and informative, and give expert guidance on all of our complex financial planning questions that's very data-driven and really tailored to my financial situation.”

“I actually found Amerinote online when I was searching for a company to buy a note that I was carrying. I talked with them as well as two other companies and this company was very quick to answer my questions transparent with their information and easy to talk to. At the end of the day the process was quick went according to their plan with the exception of the title company taking an extra couple of weeks. Unfortunately that was outside of their control but the closing went quickly when it took place and funds were wire transferred nearly immediately. Give these guys a few thumbs up!”

“Trust can be hard to define, especially when you’re dealing with life savings and security for the future. My wife and I have invested (literally) with Jason Draut for many years now, from the launch of his new business, the addition of a partner in Santa Cruz and we have always listened and trusted his advice on money matters. He has our best interests at heart.”

“I went to Oakland Gold and Silver as a first time precious metal buyer. I came in with minimal knowledge and the couple who own the shop took time to educate and help me with my purchase of gold and silver. The experience was very comfortable. I didn’t feel rushed and I was very pleased with the experience. I will definitely be returning when I want to purchase more precious metals. I found my go to shop for this realm of investing. Thanks you OGS!”

“Having Citrine handle our financial plan has been an incredible investment in our family's stability, confidence, and overall happiness. We began working with Nick at Citrine about nine months ago, and in those nine months our financial wellbeing has improved dramatically. It's an incredible service and team. Highly recommend!”

“Bill Shine is a master! He knows exactly how to help you strategize your tax liability to save you money and time. With IRS tax requirements ever changing you'll be in good hands with Bill. Yoda!”

“Quality/Quantity - I was not going to write a Yelp on them, but this is my second visit in a month and both times have been a 5 star experience. Previous visits were negative (years ago).Our favorite branch is SF Geary with Katrina the branch manager. She is amazing; one of the two best employees of the company in my opinion!! Too bad that location is closing or has closed.Kieth was good, took care of all my needs in a very timely fashion.The security guard was even better; she greeted me in the parking lot, walked over to open the door for me, and went out of her way to say goodbye when I was leaving.Oh well, no coffee or fresh baked cookies today? Kieth said the cookies got burned...My previous recent visit was just as positive; sorry I did not get names.But the security guard, an older gentleman, also went out of his way to open the door for me. Atmosphere - Good size branch. Small size parking. But plenty of metered street parking.Service - See above, your team has improved so much at this location. I look forward to coming here more often.Price - N/A. Well, I might be coming back for some foreign exchange currencies for my next travels.Owner Suggestion - Congrats on your success since 1985 with 84 locations, S&P 500, and Russell 1000.2007 - Merrill Lynch acquired.2008 - Bank of America acquired.2010 - Private equity acquired.2010+ - More confusing acquisitions, above my pay grade to explain, please Google if interested.2023 - Chase/JP Morgan bought your assets and will be converting many of your locations.”

“Years and years of great memories of this bank with the best service ever! Actually extraordinary! Raymond and his staff will always be the best bar ever set. The end of an era...”

“THIS IS MY BANK FOR 12 YEARS NOW.Opened one in the South San Francisco Branch and Kathy took care of me. My cousin referred me to her. Very pleasant and happy person. She is retired now. Then, most of my transactions/ request now is in this branch.Gina, always there poised to help me in my needs. Consistency is the key. Am pleased.Thank you WellsFargo for the years of service in my needs.Hopefully to build more blessings to my financial status and you always there for me.Manifesting great fortune to you and your staff / family.Stay strong always.Again, thank you very much.JM”

“First Class customer service. A classy and a very efficient modern bank yet a full-pledge broker dealer too. Offers Full array of financial products & services, with a unbiased portfolio recommendation. This is how personal banking should be. Been a long time customer. In short, gold standard Bar none!”

“I am single and divorced of modest means. Having Julie and her team’s counsel helps me rest easy knowing that I have a sound strategy informed by seasoned experience practitioners. I have savings and income goals that keep me focused and I do not get overwhelmed. Not only do I have a plan with an annual check up, Julie is responsive as I execute my plan. She makes adjustments in real time as the market changes as I make transactions. I rest easy and worry less about being single growing older.”

“City National Bank was recommended to me by another attorney when I was looking for an institution to hold my IOLTA account for my law firm. The recommendation was based on the personal attention clients receive. As soon as I approached City National Bank with interest in opening a business account and a personal account, a Krystle ClarkeBarifa, the branch manager, assembled a team to meet with me personally to go over the various different account types and banking services and took the time to understand my specific needs before recommending the perfect bundle of services. The same team that onboarded me has remained with me over the two years I have been banking at City National Bank. They are personally accessible to me by email and phone and even text message. Their prompt attention and responsiveness make me feel like the folks at City National Bank really care about my banking experience, regardless of the size of my accounts. As an attorney and someone who manages client funds, this level of service provides me the confidence of knowing I'm protecting my client's interests and that I am complying with the rules of professional responsibility that apply to IOLTA accounts. I highly recommend City National Bank if you want personal attention and care and a team that is going to be by your side each step of the way. Consider yourself lucky if your accounts are serviced by Krystle ClarkBarifa and/or Dorothy Over!”

“Drive thru ATM is ok but don't come here at 11am in a weekday. Obviously everyone is coming during lunch but wouldn't you staff accordingly?Why don't banks have a "take a number" ticket system so elderly customers can sit instead of standing in line. Let everyone just relax until their number is called. Khalid is awesome - was very nice trying to help my father with his credit card payment.”

“BEST CUSTOMER SERVICE YOU CAN POSSIBLY ASK FOR SERIOUSLY!!! I have no idea where the BRANCH MANAGER LAILA ARNERICH received her talent and skill but where ever it was I truly think its just natural because she sure does an outstanding job with everything she does from A to Z.I am a customer that uses this branch on a daily basis and I have NEVER been treated with the upmost respect that she delivers to her customers.It is funny because its not just her but I think that it is rubbing off on her employees because I just can't find 1 thing that they do wrong.I had to take this time out of my work schedule to share this with the community Design district in San Francisco. If you are receiving horrible customer care go see LAILA and Dominique these girls will be sure to take care of all your needs in a high level of urgency and also in making sure everything is correct on your accounts and most of all leaving out the door with a smile and assurance that your financials are in good hands!!! Thanks again ladies see you probably today! Best Regards Owner SF COIN SHOP Jason Greathouse”

“As a walk-in, I found the Fidelity advisor who pleasantly greeted me to be very professional, knowledgeable and super helpful in that he quickly assessed my situation, went over my paperwork with me, and explained my financial options. Impressive!”

“I just went in on some light banking questions and the teller came right up to the window immediately and asked me to come over. He was followed by the manager who introduced herself which I thought was very cool. I mentioned to them that I was at a branch in the next town. But this one's more convenient to my house and was told that. I'm very welcome to do business with him at any time I'd like.I like customer service like this. It's nice to see some place that I can walk into and feel like a valued customer. And don't misunderstand me the people at the bank that I'm currently at are just as nights. This one just happens to be closer to my house.They will definitely see my business again.”

“I have been a customer of Wells Fargo for many years...I had to go to this office because my eldest sister passed away and she had a safety deposit box. Of course we had to complete all the legal work. I made an appointment with banker (Sanjeev Kumar) to close out the box to drive up to San Francisco later in the week. I was very happy that because we had the keys and the paperwork, we were able to accomplish what we needed in less than an hour. I read all of the negative reviews but I personally have never experienced poor treatment. I've been banking with them for many years but my usual bank is located down the peninsula. This bank has been a family bank for over 30 years without any issues.”

“Over the past year I have worked with Sunita Joseph and Erik Erikson. Both have been helpful and professional. They have guided me into organizing my finances and making plans for the future of my retirement. I was informed about options but was never pushed in any direction. After working with them I have more peace of mind, knowledge and organization.”

“I usually don't write a lot of comments but for this particular place I will after all this nonsense from people. I come here twice a month to cash my check. I have never had a bad experience with any of the employees. But on the other hand most of their customers are so DEMANDING. They treat employees like trash and not like human beings. I have witness several times customers being impatient, disrespectful and using profanity towards them. I understand that we are all going through difficult times but it doesn't mean that us as customers are to treat them badly. It seems like nobody has ever worked in customer service nor understand what happens behind the scenes. Yes there is always room for improvement but non of us are able to judge!!! Because people write down things here but never share how they approached the bank employee- did you arrive yelling? Did you demand instead of listening?. I only want to say. Analyze how you react and treat people like you want you to be treated. Not because we are customers it means that we get to treat people who are putting their life's at risk and leave their family like trash. I truly believe in karma and what ever you wish for will come back to you. WHY IS IT SO HARD TO BE HUBBLE NOW IN DAYS????????”

“Nice, safe place to do your banking for sure. A little under staffed right now because of the aftermath of the pandemic but the line moves fast. Nothing but great customer service here and employees that try to get to know you versus just you being another number. There's a lot of parking available but it can be a bit of a bit of a sht show because some people don't know how to drive. Ha.”