Investing near El Monte, CA

21 locations found near El Monte

“Spoke to Earl about investing some money. He provided very solid advice about my current life situation. He is really genuine and cares about helping individuals. I'm really grateful for his help. Even though I couldn't invest with him at the moment. I really look forward to working with him in the near future.”

5 Superb23 Reviews

“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”

4.7 Superb19 Reviews

“Very intuitive platform and easy to use. Linking with ETC made the transition extremely smooth and simple. Only complaint I have is after I was approved and started trading I had questions about some of the fees that weren’t answered. Other than that, very positive experience.”

4.6 Superb14 Reviews

“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”

4.6 Superb19 Reviews

“Absolutely highly recommend Emma. She is thorough. She explains everything very well and works with you to accomplish your goals while also ensuring you are set in the event of an emergency. I appreciate and value her guidance so much.”

5 Superb3 Reviews

“I can't say enough good words about Schwab. Their banking and investing products are smart and easy to use and their customer service is impeccable. This office has challenging parking, so give yourself a few extra minutes when you visit.”

3.8 Good26 Reviews

“I only bank at this Wells Fargo branch. it is by far the best Wells Fargo branch around. they just know how to deal with customers on a very professional level rather than the impersonal treatment at some other branches. Manager Jen is very efficient and helpful. Teller Josie is great and always helps me with such kindness and explains everything so well to me. Nic Pons, my banker is absolutely terrific. and I do not know what I would do if I didn't have Nic to service my accounts. Yes, expect longer wait times since less staff but that is happening everywhere -- this is a part of modern reality. When it is your turn, you will be treated with respect and given great service. I never have to wait that long in line despite less staff now than they had pre-pandemic.”

3.8 Good23 Reviews

“'Relationship Banker' Chantel Garcia put the relationship into banking with her and Wells Fargo. She is very professional yet personable. She is out going and knowledgeable. And knowledgeable is an understatement. She treats all accounts as if it was family she was interacting with. She is smart enough to know that if you're not happy with how your money is being handled that you will take your business somewhere else. And Chantel doesn't use over the top lingo where one can get confused or lost in the conversations.”

3.1 Average7 Reviews

“Service is fast and quick!! Non-cash bank. Lots of parking. Good to bank and out in no time. Used to come before work and finish like in 5 minutes. Quick stop. They offer tea and coffee.”

3.2 Average5 Reviews

“Excellent customer service and staff is really nice. Everything was explained clearly when opening my new account. I'm very happy to use this locations services. Excellent visit for my first time especially first time banking with Wellsfargo.”

3 Average24 Reviews

“This is a small office, and even though there was a line on today's busy day, they were pretty quick and very friendly. I live nearby, so it's great to have this location here.”

2.6 Average28 Reviews

“My daughters and I were in the San Gabriel Valley (SGV) area for lunch with my dear friends. After lunch, we did our food run for the week, but I didn't have much cash on me. We found this Wells Fargo on Walnut Grove just a few minutes from the food court where we were heading. And it's in the same shopping center as Walmart. Funny, I have been a SGVer for the last 4+ decades and I have never shopped at Walmart out in SGV... maybe because I am normally out here to eat and shop for Asian stuff LOL. Anyway, this Wells Fargo has two ATMs for use. It doesn't look like a big bank from the outside, but looks can be deceiving. It was a very quick ATM visit indeed. Looks pretty clean outside. However, what caught my eyes were the two trash bins nearby adjacent to the bank. Not sure if the trash bins belong to the bank... I doubt it, but they were nicely covered so they don't appear to be trash bins. I'll be back to use this bank when on the south side of SGV. Yes, there is also a Wells Fargo on the north side that I use LOL. Gotta cover all compass of banks.”

2.7 Average38 Reviews

“I never think to review banks or branches, but I really want to say thank you to Dinah and Linda who went above and beyond to assist me when I needed information about my account, including spending time to call the corporate office for very specific information. We sat on the phone while corporate was getting the information, which took almost a half hour, so I greatly appreciate their patience with me. Thank you ladies for providing wonderful customer service!”

2.3 Poor23 Reviews

“This review is only for the Bank Manager Diana Aguilera. She is awesome! She helped us do a wire for a purchase, and her customer service is top-notch. It is so hard to find good service like this these days. Thank you Diana!”

2.2 Poor12 Reviews

“Update - because nothing is easy, it has taken over 90 days to get a part of this matter resolved. Kudos to Regional Manager Walter Wodtke who went above and beyond to handle my affairs. So far, so good. (I'm still taking my business elsewhere; however, at least I am confident that I can still receive first class care as long as Walt is around.)”

2.1 Poor9 Reviews

“I didn't have a appointment I walked in to the Wells Fargo and the teller Maria Sandoval was very helpful, patient with myself! She was able to resolve my problem. From now on I'm booking every bank appointment with her, she speaks English and Spanish.”

1.9 Poor50 Reviews

“Melissa is a very knowledgeable banker, I came last sunday to pull out a loan, she updated me on my income to debt ratio, my FICO score, and how the payments for my debt are split into two (interest and the actually loan) I never knew that, which I appreciated very much. Today I came in to open a checking account with Kimberly another excellent banker, she was also very informative and genuine. She let me know all the benefits of my new account, which was very helpful. Also asking if it was okay to follow up in 10 business days as well as a 3 month follow up. Their service speaks for itself, and it's not just like they're just here to open accounts or give out loans, they really care about what they're doing for the customer. Thanks Melissa and Kimberly.”

1.9 Poor31 Reviews

“I like this branch a lot. Had to go in for a few various things and never had any issues and always left feeling good. There is a private lot where parking was never an issue. They have exterior and interior ATMs. Starbucks is attached on one side so for those who need to make a stop at both, this location would be ideal. (there's also another Starbucks that opened up a little higher up the street across the way that is newer and much larger with outside space.”

1.9 Poor14 Reviews

“Thanks to Ana I was able to get in and get out with all the information I needed. She's an asset anywhere she works. I asked for multiple things and she didn't once say I can't do that, she always said let's see how we can do.”

1.9 Poor38 Reviews

“I went with my grandparents to this bank, and KEVIN QUINTANILLA was very helpful and very kind with them. We don't have an appointment and he help them I was very happy because in this days is very difficult find people like him THANK YOU for you help. God bless you.”

1.9 Poor39 Reviews