Investing near Chino Hills, CA

16 locations found near Chino Hills

“Special shout out to Jessica who answered my call after they closed and still tried to help me when everyone was gone! Great customer service! Also, Allan has been great at calling me to keep me informed and updated about the new loans in this Covid-19 craziness. I've had great service at this branch!”

2.6 Average29 Reviews

“As always Rob is very honest about his knowledge whether the information is good or not .Its obvious he cares about his clients and does his best to take care of them. Our financial situation has grown significantly since we turned our investments to him.

Thank you Rob”

5 Superb41 Reviews

““We’ve worked with Cullen at Primior for a little over a year now and they always been responsive about handling issues that we’ve been encountering. He always is answering my concerns and giving advice on situations. Sometimes my questions aren’t related to a property that they’re managing but they’re always helpful and try to give me the time of day as soon as they can with their busy schedule.””

4.5 Superb43 Reviews

“I was recommended by a family member to apply for a membership here. My experience with Prospectors has been great, one thanks to Flora who has gone out of her way and provided me with one on one service. She was able to go above and beyond to deal with my 2nd mortgage loan and help me get things aligned. She is continuing to work with me to provide me with the service I need and I appreciate it. When you walk into this branch you can feel everyone is there to help you. I will use 100% Prospectors FCU for future loans and recommend others give them a chance.”

4.2 Good18 Reviews

“I have been with Chatterton and Associates for over 8 years. I started out gradually with them transfering my accounts one at a time as I have had some bad experiences with financial planners in the past. They have exceeded my expectations in their services that they provide. In addition, I have access to Trust management as well as tax planning and preparation, all under the same roof. There is coordination amongst the three groups to make sure that your assets not only grow, but are also protected. I give them a five star rating and I have invited my friends to look at this firm as well. They provide free class lectures on a regular basis that I can take my friends to. Awesome company.”

4.1 Good13 Reviews

“We went in and had the best experience. First the parking lot is easy to navigate. You walk in and yhey welcome you. Our teller Priyanka was very kind and sweet. The branch manager was listening to our conversation and offered some insight to help us. Honestly is was a very refreshing experience and we will go out of our way if needed to go there for our banking needs. Tha k you guys gor making me feel luke a person and not a number.”

3.9 Good7 Reviews

“Quite possibly the nicest and most welcoming Wells Fargo I've been to thus far, and I've been to many. Came here for a simple transaction and they were so kind and helpful. It was close to 5pm so there was no line and they were fast and efficient. Thank you WF Claremont!”

3.4 Good34 Reviews

“I went there and waited because a appointment wasn't available . I brought a trust with a power of attorney for them to copy they said I had to fill out their power of attorney to use their services. I filled out the paperwork got a call a week later saying I would have to get 2 doctors written statement about my relatives health incapacity to validate their power of attorney. My relative's is in hospice with dementia to get their objectives accomplished would put my relative thru consider discomfort and pain and I will not put them thru that. This whole process was started because a stock broker of theirs said he was assigned to the account and wanted to discuss strategies with me. I have been handling the account for nearly 2 years and have done fairly well and now they want to advise me? When my step father died nearly 2 years ago it took schwab nearly 4 months to get his affairs sorted out, he had a trust and a ira and it took 4 months? I called and complained back then and I still question their ability to handle the current situation of my relatives affairs. When my relative passes on I will definitely be transferring assets to another broker”

3.4 Good22 Reviews

“I visited the Charles Schwab in Roland Heights today and was extremely satisfied with the front desk staff's service! She was very patient, thoroughly explaining and resolving my issues. Despite many customers coming in at once, she attentively assisted everyone. Most impressively, she communicated fluently in Chinese, making the experience smooth and comfortable. Highly recommend their excellent service!”

3.1 Average18 Reviews

“We've been banking here for years and I just need to give a shout out. Brennen gives us exceptional service. He is patient, knowledgeable, friendly, helpful, finds what we need when we need it. At a time when other banks are diminishing their face to face service, I'm appreciate someone who knows what great customer service is. I recommend this Wells Fargo location all have been intelligent and helpful and Brennon is over the top. Thanks from David and Angela. We appreciate you guys!”

3 Average13 Reviews

“Today, I came in with my 2 kids to turn in some change in exchange for bills. The bank teller (female) who greeted me was very nice and helpful. She showed me how to insert the change into the change rolls and she showed me how to close the roll when it's full. As I was in the process of putting the change into the rolls I was again greeted by a gentlemen named Kiely (Kiley). He was so nice and patient with me. He went out of his way to help me count the change I had with a change counter, he then helped me add the change into the rolls. Not to mention he waited in line with me and when it was my turn he asked the teller to help me and she too was just as nice as everyone else. Oh, I forgot to mention, as I was walking to the line some of the change had fallen out of the rolls. Kiely (the gentleman) helped me pick them up and put them back into the rolls (still being patient). I started to apologize to him and he reassures me that everything was okay and not to worry about it. As I was leaving he held the door open for me and my 2 kiddos and also for people who were entering. Overall my first time experience here was AMAZING!!!! I'd definitely come back and recommend this bank to anyone. Thank you Wells Fargo members for helping me today 2/22/23. It truly meant a lot to me.”

2.9 Average38 Reviews

“I deposited a very large check to my CS account and needed the funds available within two days for a time-sensitive wire transfer. The representative at the CS branch was able to get a manager to make an exception by authorizing an immediate release of the funds instead of requiring me to wait another week for the check to clear. I was very appreciative of the Upland branch's customer service and willingness to accommodate my special circumstance.”

2.8 Average33 Reviews

“This is by far the best location to do your banking done. Everyone is so friendly and helpful. They make sure you are taken care of and you feel like you are valuable to them. I go out of my way to go to this branch. Thank you to the amazing team at this location.”

2.6 Average18 Reviews

“Very good bank. I've had my ID compromised several times through the internet and my wallet was stolen (at Costco). Wells Fargo has been wonderful helping me through their fraud department and when the thieves tried to use my Wells Fargo card it was denied and I was notified immediately by text. Wells Fargo has watched over my accounts and will immediately notify me of any suspicious activity. This is so important due to all the identity theft going on. I'm so grateful to them for this. Their customer service is excellent. Their costs are comparable to other banks. I highly recommend for your banking needs.”

1.6 Poor7 Reviews