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9AM - 5PM
885 Oak Grove Ave # 208, Menlo Park
Investing
“We've had a really great experience with Ballast Point — and we feel much more knowledgable about our finances. Drew and the team help us put together a budget, handled taxes, and plan for company stock.”
8:30AM - 5PM
1300 S El Camino Real Ste 110, San Mateo
Investing
“Big shoutout to Sunny Yang at San Mateo branch! Seriously, she's hands down one of the best consultants I've ever teamed up with.So, we had this task of shifting some assets over to Schwab from another company. You know how it goes, tons of roadblocks: forms everywhere, notary stuff, and all that jazz. We were making calls left and right to our assigned agent, but they were slow as molasses in January and didn't really help. Enter Sunny Yang – she's the real MVP. She spotted our pending case in the system and reached out, offering her wizard-like assistance. Super responsive, friendly, and total pro vibes. She stepped up and started making requests for us, sending us options, and basically guiding us through the maze. Thanks to her, we managed to sail through the transfer like a breeze. Wwithout her, I'm not even sure we'd have pulled it off.Keep rocking, Sunny! ??”
“A first-time customer visiting their physical office because I couldn't complete opening an account online from home.There's no front desk, but the staff was prompt to check in with me when one of them finally had a moment before assisting his other client.The total wait time was about 40 minutes (I arrived at noon), but again, the staffs did what they could when they could... to check in with me twice and to ensure I'm not just being abandoned, lol.And all I had to do was complete opening a new account on their iPad... which was sitting on the desk where I was waiting. I wish they would have just told me to try that while they're busy with other client.But now we know...Overall, very nice staffs and I got what I needed to be done.”
8:30AM - 5PM
800 El Camino Real Suite #100, Menlo Park
Investing
“This Schwab branch offers exceptional financial services with a commitment to transparency and client satisfaction. So far my experience with Schwab has been great because the team is knowledgeable and responsive, providing expert guidance whenever needed. Highly recommend for anyone looking for reliable financial services!”
“Christanie deserves a raise!!! I came to fidelity this afternoon feeling so overwhelmed with managing my accounts. She broke everything down for me step by step and I left feeling confident about my finances!”
“11.15 afternoon. It was very big and quiet on Friday. The new building is for startups and the splendid old building is for officials and managers. We listened to introduction to Franklin Templeton, Fintech and global payments. Later we had a tour. The small meeting room was like Star Trek. The garden was fabulous. We had candies. The desks can be modulated height. The living room is so bright. We took a picture with Benjamin Franklin's statue. It took us about 75 minutes to go back.”
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“Great service and very pleased with my returns after making the change from my last investment manager. They have met all my expectations and then some. Christopher has been great to work with.”