Investing near Castro Valley, CA

9 locations found near Castro Valley

“This was my first time going inside a bank in quite awhile (I, like most, do everything online plus I'm a credit union member). I made an appointment online at this branch as I needed to take care of some estate business. My appointment was with Jesus Ruiz. I was extremely pleased with our interaction. Jesus was very professional as well as knowledgeable and efficient. I came to my appointment not sure of exactly what I needed to do and he made the process very easy. Thanks Jesus!”

0 Na46 Reviews

“. Great price, excellent product, and outstanding service! The staff is very friendly, knowledgeable, and made the whole experience smooth and trustworthy. Highly recommend Pacific Precious Metals for anyone looking for quality and value.”

4.9 Superb76 Reviews

“These guys are simply the best. My wife and I worked through several other wealth management providers before finding a home here with Jeremy and the Conversant Wealth Management team. We haven’t regretted it and we haven’t looked back!

Jeremy always ensures that we are valued clients, he keeps us up-to-date with established quarterlycheck-ins, but is always available at any time whenever we have questions or are requesting his guidance.

They use all of the most advanced wealth management tools that provide us the ultimate visibility into how we are performing, allowing us to stay on track with our goals and make adjustments in real-time.

Highly suggest Conversant for your wealth management needs!”

5 Superb9 Reviews

“I had the opportunity to work with Megan Lee. She was very professional and willing to help. She would explain things to help me understand and went above and beyond in terms of customer services. She would put the customer’s best interests first and i can attest to that.”

2.7 Average25 Reviews

“*****Kuddos to a teller named Martin . He goes the extra mile when helping my parents with their banking . Martin I have not met you but thank you so much for caring . Mike and Becky's Daughter Christina”

2 Poor51 Reviews

“Nice, safe place to do your banking for sure. A little under staffed right now because of the aftermath of the pandemic but the line moves fast. Nothing but great customer service here and employees that try to get to know you versus just you being another number. There's a lot of parking available but it can be a bit of a bit of a sht show because some people don't know how to drive. Ha.”

0 Na5 Reviews