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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.”
“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.”
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.”