Investing in Davis, CA
4 locations found near Davis
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503 4th St Ste A, Davis
Investing
“Jen is a delight to work with. She is invested in her clients and this personal touch shows in her attitude always. You won’t go wrong with her. My portfolio has continued to grow even though I often “throw a curve” into our plans. But she understands that life happens and we continue to move forward. I appreciate her complete and personal understanding always. Thank you Jen!”
9:00 AM - 12:00 PM
340 F St, Davis
Investing
“Every time I've been here I've had a wonderful experience! The greeter in the lobby always points you to where you need to go, and the tellers are always super fast and friendly. And unlike the former Wells Fargo Safeway locations- their ATMS always work! When I had some money for a retirement account from a past employer, they were great about handling the forms and talking me through the process because I was just a college student who knew nothing back then. My banker actually took the time to show me the WellsTrade layout, and told me she wanted me to leave there feeling like I had a good understanding of it. The time she spent with me was invaluable. They also were great about finding a credit card that was right for me so I could get started building my credit. I recommend this branch to all!”
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Wells Fargo
2 Locations
“I have been investing with Charles Schwab since 2018, and the main reason I continue to invest with them is because of the Davis branch. Every time I've had a question about anything from new products to the state of the economy, I've been able to have a candid conversation with Paul or Matt at the Davis branch. They are available for phone or in-person appointments, and tailor their advice/recommendations to my long and short-term financial needs. Location is not very accessible, there is a rickety old elevator in the front of the building (just the general building, not this office), but otherwise multiple flights of stairs and limited parking options. They do have phone appointments available.”