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“I have banked with BofA all my adult life but recently had the opportunity of interacting with City National Bank (Burlingame Office), and Anna Peng in particular, as member of our HOA Board of Directors since our HOA banked with them. I found Anna very helpful and responsive. You can tell they really know all their clients and their needs.”
“I sometimes like face-to-face interaction when I'm talking about finances. Fidelity has great online tools but when I wanted to get some personalized individual recommendations I was able to set up an appointment and talk to an advisor live. Very helpful”
Investing
Investing
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.”