Investing near Baldwin Park, CA

8 locations found near Baldwin Park

“Natalie Rose is my go to for all things regarding my retirement fund and financial strategizing. She is indispensable and irreplaceable. I have benefitted tremendously from all her guidance and advice over the years and greatly value her vast knowledge, expertise, and experience. She has successfully steered me through financial peaks and valleys, leading me to make the most sound decisions with my money. Thank you for all that you do. You're greatly appreciated!”

5 Superb11 Reviews

“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”

4.3 Superb24 Reviews

“Melissa is a very knowledgeable banker, I came last sunday to pull out a loan, she updated me on my income to debt ratio, my FICO score, and how the payments for my debt are split into two (interest and the actually loan) I never knew that, which I appreciated very much. Today I came in to open a checking account with Kimberly another excellent banker, she was also very informative and genuine. She let me know all the benefits of my new account, which was very helpful. Also asking if it was okay to follow up in 10 business days as well as a 3 month follow up. Their service speaks for itself, and it's not just like they're just here to open accounts or give out loans, they really care about what they're doing for the customer. Thanks Melissa and Kimberly.”

3.7 Good31 Reviews

“The service that I received was excellent, the ladies at the front desk were very attentive and patient. I would come back again & again, my mission was accomplished every time!”

3.1 Average31 Reviews

“Thank you Timmas Wang for a wonderful experience at Charles Schwab. Despite being really busy with multiple clients at one time, you seamlessly handled multiple situations with confidence and ease. You promptly deescalated a stressful situation and we were pleased with your professionalism and customer service. Thank you again Timmas!”

3 Average14 Reviews

“***This review is for ATM use only*** I was in the Rowland Heights area yesterday evening. I needed to make some deposits at Wells Fargo Bank (WFB). There were 3 ATMs right outside in front of the bank. Very well lit which is great. Thank you WFB! It was late in the evening so I was constantly looking around to ensure nobody was lingering besides the people who are using the ATMs LOL. Surprisingly, while I was here making multiple deposits, there were at least 4 other customers who came by to use the ATM as well. Luckily, they came at different times so there wasn't a line. I normally don't visit the ATM at night... this occasion was indeed an exception! Happy Late Night Banking!”

1 Poor25 Reviews