Investing near Galt, CA

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“I had an opportunity to visit the Wells Fargo Bank on C Street in Galt, CA on 09-22-2015. The purpose of my visit was to close my account. The counter staff and an assistant manager were both very helpful and customer service oriented. I anticipated flack about closing my account which I did not receive. In fact there was no need for me to explain my reason(s). This small town branch and its employees were great. As a side note, there is no negative feelings about me closing the account. I am just moving all accounts to my central credit union. I have had great experiences with Wells Fargo and should I go back to a non-credit union institution I would go back to Wells Fargo.”

1 Poor1 Reviews

“I've been with Phillips Financial for nearly twenty years and could not be happier with the results that Chris and his son David have facilitated over the years, especially through the ups and downs of the markets. They have always set a priority on understanding my family's needs, discussing options, and ensuring that what we've decided is implemented in a professional and timely manner.With their guidance, we have weathered several storms, including the great recession of 2008, suffering a lot less pain than we might have without their expertise and attention to our financial needs. Both Chris and David have always been responsive, reliable, personable, and patient when answering our questions and exploring different options. I can honestly say that we wouldn't want anyone else to guide us in our investment affairs. The two of them make a great team.”

4.4 Superb7 Reviews

“I called the Edwards Jones and Patty who is the senior assistance of a financial adviser, took the time to answer my questions about investments and was really helpful. Thank you Patty.”

5 Superb3 Reviews

“This is the only bank I will go into and conduct business. I feel safe and not afraid to get out and about. They are friendly and helpful. I will continue to work with them. I recommend this bank.”

2 Poor4 Reviews

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