Investing in Berkeley, CA
10 locations found near Berkeley
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Investing
Investing
“Professional, Knowledge, Personal. Sean's been fantastic. We work well together. He has a wealth of knowledge in the industry and knows the best way to explain things so that I understand. If there's ups and downs in the market, he knows how to keep me calm. If I need guidance with something more personal, for example, a new company I was considering working for, he brought valuable insight and helped me make an informed and thought through decision. Couldn't be happier.”
Investing
“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.”
9:30 AM - 4:00 PM
2144 Shattuck Ave., Berkeley
Investing
“The bankers here are very professional helpful and thorough. The building is a historic landmark the former HQ for Wells Fargo and the branch is architecturally intact and preserved. Also this is the only one of the big banks that the phones are still answered at the branch level. Aysha was very helpful”
9:00 AM - 5:00 PM
1800 Solano Ave, Berkeley
Investing
“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.”
8:30AM - 5PM
1995 University Ave Suite 120, Berkeley
Investing
“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!”
9:30 AM - 4:00 PM
2959 College Ave, Berkeley
Investing
“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????????”
Investing
Investing
10AM - 5PM
1536 Shattuck Ave., Berkeley
Investing
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“To echo other comments, working with Alison has been one of the best financial decisions we've ever made. As self-employed parents of young children, life has been more than a little hectic. Having Alison in our corner to assist us, not only with ensuring we are investing well for retirement, but looking after our full financial health, has really made all the difference for us these past few years. Over the past two years we have: started a business, navigated inheriting an estate, set up our retirement accounts in alignment with our values, re-organized our monthly spending, set up the kids 529 accounts, bought our first home and more. Alison has helped us at every step of the way, doing research, working with us to develop plans, and making key referrals to help us (she referred us to both our tax person and our mortgage broker, who have both been great). This is all on top of the daily management of our retirement funds, which we have been very happy with. There is so much more to say, but I'll end with this: What really sets Alison apart is her empathy and communication. We know she cares about our family and wants the best for us. That finances are just a vehicle to accomplish the things that are important to us in our life. She encourages us to be organized, and takes the time to talk us through the important decisions, and also really listens. With Alison, you get not just an advisor, but a dependable, and essential partner. We highly recommend her!”