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“After reading the reviews of this location I don't want to go there. I was going to go there to get some info of my dads account if he still had an open or closed account but I figure to check them out for myself we will stop by today by 9am and will update this review once we see how they will treat us. To be continued...UPDATE:Went to this location about 9am and to my surprise I got immediate help, there was 3 workers there and I was able to complete my task in less than half an hour, I would say that the old reviews showing from 10 months ago it's possible that the workers that gave bad customer service are long gone or possibly have moved on out of this location but for this first time here I will say I had a great experience and was taken care of in a timely manor.”
“My husband and I have worked with Rick for over three years now and there are a number of reasons why we continue:- Our parents didn't teach us financial management skills. Rick has stepped into this role and teaches and explains to us everything we need to know and when we need to know it.- It's really hard to find a fiduciary that has YOUR best interests (and not their lucrative commission) at heart. Rick ticks this box.- FZ offers a complete wraparound financial management process. This goes from the short term, so being able to check your numbers each week, to understanding how long it'll be until you can retire.- Accountability to get annoying and boring financial admin done.- Check ins and coaching from Rick to manage your unique financial and family circumstances.- Face to face time with a real person, not having the frustration of trawling through FAQs and chatbots.”
“Signing up with RHS has given us peace of mind regarding our long term financial plan. Alex and the team at RHS are highly efficient and well organized. They rely on data and have a structured approach to financial analysis. Alex has taken the time to get to know our family situation and goals. He provides us with regular updates and is highly transparent. He has earned our trust and given us confidence that he will act in our long term best interest.”
“The entire staff did an excellent job with this mortgage note purchase. The staff responses were always prompt and they always answered all our questions. Very professional!”
“Jirayr and his team are fantastic. They are first and foremost extremely knowledgable, and what they don't know, they will run down the most minute detail. More importantly in my book, however, they take a refreshingly holistic perspective on financial planning. It's not just about getting the most financial returns--it's about optimizing for what you say is important in your life. Of course, they maximize financial returns as well, but in the context of everything else that's important to you. I appreciate that they share their honest opinions and let us know what they consider the best course of action, but they are also willing to listen if we say that doesn't fit what we're thinking. Overall, we could not be happier to have chosen Citrine and look forward to working with them well into the future.”
“My experience with Polyak Precious Metals was exceptional. They are knowledgeable and willing to share what they know. They deal with bullion as well as collectibles. Other companies made me feel like I had to be very wary, and negotiations were adversarial. Polyak Precious Metals made me comfortable. Their assessment of collectibles was aligned with my perspective, and the whole experience was easy and enjoyable. I strongly recommend this company.”
“My experience at First Republic Bank was nothing short of exceptional, thanks to Sean who epitomized what superb customer care should be. His personalized approach not only makes one feel valued but also well-informed. Sean was diligent, efficient, and exceedingly helpful, showcasing the essence of customer-centric service that First Republic is known for.The cherry on top was the delightful swag, a thoughtful gesture that added a nice touch to the overall banking experience. It’s these little nuances that set First Republic apart in a sea of corporatized banking entities.I hope JP Morgan Chase ensures the intrinsic values which make First Republic a choice bank for many, remain intact. The personal touch, thoroughness, and genuine care for customers are the cornerstone of First Republic's identity, and what keeps customers coming back.”
“I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals. Despite studying economics, I didn't really understand how to even get started with planning my finances, and they really have made it easy. It's great that they also have expanded their practice to serve clients in Texas where I am.”
9:00 AM - 5:00 PM
1958 Lombard St, San Francisco
Investing
“Bill Shine is a master! He knows exactly how to help you strategize your tax liability to save you money and time. With IRS tax requirements ever changing you'll be in good hands with Bill. Yoda!”
8:30AM - 5PM
211 Main St, San Francisco
Investing
“Schwab has always set the bar for customer service. I recently had a issue with my account and the rep I spoke with handled it professionally and swiftly. Thanks a million!”
9:30AM - 5:30PM
3201 California St, San Francisco
Investing
“The SFFCU on California is wonderful. They’re fast, kind, helpful and flexible. Whether I need financial advice, to have something notarized, or just to get quarters they can make it happen. I’d highly recommend this branch!”
“I am single and divorced of modest means. Having Julie and her team’s counsel helps me rest easy knowing that I have a sound strategy informed by seasoned experience practitioners. I have savings and income goals that keep me focused and I do not get overwhelmed. Not only do I have a plan with an annual check up, Julie is responsive as I execute my plan. She makes adjustments in real time as the market changes as I make transactions. I rest easy and worry less about being single growing older.”
“I had the pleasure of working with Brian Lee at First Republic Bank, 44 Montgomery, and I'm extremely impressed. He's incredibly responsive, always available to assist regardless of the time. His attention to detail and prompt assistance made banking a breeze. I hope the merger retains professionals like him. If not, I'd consider switching Banks, but I'd much prefer to continue with Brian. Highly recommended for exceptional & outstanding service.”
“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.”
“Years and years of great memories of this bank with the best service ever! Actually extraordinary! Raymond and his staff will always be the best bar ever set. The end of an era...”
8:30AM - 5PM
3478 California St STE 100, San Francisco
Investing
“Great Charles Schwab location with very helpful and friendly people. Opened an account and they walked me through it and even let me use their chromebook to make sure everything was all setup before I left.”
“City National Bank was recommended to me by another attorney when I was looking for an institution to hold my IOLTA account for my law firm. The recommendation was based on the personal attention clients receive. As soon as I approached City National Bank with interest in opening a business account and a personal account, a Krystle ClarkeBarifa, the branch manager, assembled a team to meet with me personally to go over the various different account types and banking services and took the time to understand my specific needs before recommending the perfect bundle of services. The same team that onboarded me has remained with me over the two years I have been banking at City National Bank. They are personally accessible to me by email and phone and even text message. Their prompt attention and responsiveness make me feel like the folks at City National Bank really care about my banking experience, regardless of the size of my accounts. As an attorney and someone who manages client funds, this level of service provides me the confidence of knowing I'm protecting my client's interests and that I am complying with the rules of professional responsibility that apply to IOLTA accounts. I highly recommend City National Bank if you want personal attention and care and a team that is going to be by your side each step of the way. Consider yourself lucky if your accounts are serviced by Krystle ClarkBarifa and/or Dorothy Over!”
9:00 AM - 5:00 PM
490 Broadway, Millbrae
Investing
“Made an appointment at the Broadway Burlingame branch for some notarized documents, after waiting for 45 plus minutes they were too busy to do this. They rebooked us same day to the Milbrae location and Jane took us earlier and provided excellent service with the utmost respect and professionalism.”
9:30 AM - 4:00 PM
2 Grant Ave, San Francisco
Investing
“THIS IS MY BANK FOR 12 YEARS NOW.Opened one in the South San Francisco Branch and Kathy took care of me. My cousin referred me to her. Very pleasant and happy person. She is retired now. Then, most of my transactions/ request now is in this branch.Gina, always there poised to help me in my needs. Consistency is the key. Am pleased.Thank you WellsFargo for the years of service in my needs.Hopefully to build more blessings to my financial status and you always there for me.Manifesting great fortune to you and your staff / family.Stay strong always.Again, thank you very much.JM”
9:00 AM - 5:00 PM
464 California St, San Francisco
Investing
“I have been a customer of Wells Fargo for many years...I had to go to this office because my eldest sister passed away and she had a safety deposit box. Of course we had to complete all the legal work. I made an appointment with banker (Sanjeev Kumar) to close out the box to drive up to San Francisco later in the week. I was very happy that because we had the keys and the paperwork, we were able to accomplish what we needed in less than an hour. I read all of the negative reviews but I personally have never experienced poor treatment. I've been banking with them for many years but my usual bank is located down the peninsula. This bank has been a family bank for over 30 years without any issues.”
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“Im from LA I called the Daly city Bdo remit for few question about my BDO bank account,Nice people they help me and guide me answer all my question even they are limited of what they can do bec they are BDO remit not a bank.Sorry I forgot your name MR COOL GUY Insert your name. _____.Thank you, I hope all people like you goodvibes for 2022 a kind of GOOD PILIPINO very polite and helful.THANK YOU, GOD BLESS wear you face mask be safe!!!”