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8:30AM - 5PM
30 S 1st St, Campbell
Investing
8AM - 5PM
333 W Santa Clara St #622, San Jose
Investing
“Colleen was very professional, always responding to my messages in a timely manner and patiently explaining the process and addressing any questions I had. Even when she was not available Stephanie was there to make sure the process was completed within the time frame. It was a pleasant and informative process.I highly recommend First American Exchange Company.”
“I have been a client of JR Financial for nearly 4 years. My wife and I were entering our 50’s with retirement and life goals, but no real plans on how to achieve these goals. I interviewed ten financial advisors, and then reference checked the top five. James was clearly the best fit for our family. He helped us develop a plan that allows us to focus on living our life without stressing about finances. We have a high level of confidence in his services. After four years, we are even more confident we made the right decision.
Not only did James help us with our investments, he helped us to see the bigger picture with appropriate life insurance and estate planning. The team also prepares our taxes. JR Financial is the complete package.”
“I have purchased gold many times here and had good experience. Recently I brought natural diamonds and the owner Pradeep is super helpful in making me understand all the details and did all customizations. Best purchase I am happy and highly recommend anyone shopping for natural diamonds, lab diamonds and gold. Btw- I also brought some lab diamond earrings which I got for best price and great for gifting as well. They also have machine which tests the diamonds. One of my friend brought natural diamond from another store and recently found out it’s not real so it’s always best to buy from the right folks. I would definitely buy here again!”
8:30AM - 5PM
12 Ranch Dr, Milpitas
Investing
“A big shout out to Suzzette, the Client Relationship Specialist at Milpitas branch who went above and beyond to help us with our accounts login issues. She was knowledgeable, patient and helpful, tackled many issues to make sure everything would work for us. There are lots of choices when it comes to trading and retirement accounts, Suzzette is our reason why we stick to Charles Schwab! Thank you Suzzette, we really appreciate you! ??”
“Today I got some great help from Diego who called me right on time for our appointment. Diego knew how to help me with my retirement account and could explain the steps I needed to take. He made it easy to get the results I wanted in an efficient way. He is in the office and can help you with online matters. I highly recommend Diego who is professional and friendly.”
“Walked in without an appointment to open a brokerage account. Still the representative helped us with the application! She was friendly and warm, even helped with taking printouts. Had a smooth experience !”
8:30AM - 5PM
19620 Stevens Creek Blvd #100, Cupertino
Investing
“The service here was fabulous. I made an appointment to get help so that I could change title to manage my parents 5 accounts because they are no longer able. Annie took care of everything- printed all the paperwork, marked what I needed to fill in/sign, went through all of my documents, found, and made copies of the ones she needed. They notarized all 5 documents. It was all done very efficiently and at no cost. I highly recommend.”
“I had to go into the branch to meet my new financial consultant.Very courteous and helpful staff when I arrived.I was able to get everything done to my complete satisfaction in a short space of time.”
“This was the first time I have called Fidelity and I didn’t have to wait to speak with an advisor. I spoke with Nhan who answered my questions and said he would get back to me regarding a question he didn’t have an immediate answer to. So far, so good.”
“I have been a customer for years and have never looked anywhere else. The staff are always very friendly and helpful. We have used them for loans and checking as well as my personal finances. If you need a great business bank look no further.”
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“I had good service Great help and smooth sailing during the ameritrade transition.The new place is closer to home too! I can stroll over and get assistance My only concern is thr old platform was better than Schwab!!”