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“I had a horrible experience with my own (well, previously own) bank, Mechanics Bank El Sobrante branch when I attempted to open a trust account for an estate. That took me to First Republic. Even though I had no accounts with them, Windy and Randy were both so helpful and courteous. My account was open in half the time I'd spent with an awful manager at Mechanics - where nothing was accomplished. I can't give five stars as I don't have long experience with them. Also, I was a but nonplussed to be told initially that I would have to stand as they didn't have chairs for customers. I went in during their special hours for seniors. I suspect that other older folk like me have physical issues (mine is a bad knee) which make standing for more than a few minutes difficult. They did find me a chair, but shouldn't they have offered me one to begin with? Otherwise, I think I'm going to like my new bank - and we're moving our personal accounts here as well.”
“Couldn't be happier with the service we received! We came on as new clients and Ken went above and beyond to transition us to Edward Jones. He is extremely knowledge and capable of thinking outside the box to meet the needs of client's circumstances. Our #1 goal was to purchase a home and he made the process so quick and seamless! He worked to find us an amazing rate and helped us though the process by communicating with the lender. We were up against a tight timeline and he was there to take every phone call and squeeze in last minute zoom meetings. We truly appreciate all the dedication and hard work he put into making the purchase of our home happen.”
“To echo other comments, working with Alison has been one of the best financial decisions we've ever made. As self-employed parents of young children, life has been more than a little hectic. Having Alison in our corner to assist us, not only with ensuring we are investing well for retirement, but looking after our full financial health, has really made all the difference for us these past few years. Over the past two years we have: started a business, navigated inheriting an estate, set up our retirement accounts in alignment with our values, re-organized our monthly spending, set up the kids 529 accounts, bought our first home and more. Alison has helped us at every step of the way, doing research, working with us to develop plans, and making key referrals to help us (she referred us to both our tax person and our mortgage broker, who have both been great). This is all on top of the daily management of our retirement funds, which we have been very happy with. There is so much more to say, but I'll end with this: What really sets Alison apart is her empathy and communication. We know she cares about our family and wants the best for us. That finances are just a vehicle to accomplish the things that are important to us in our life. She encourages us to be organized, and takes the time to talk us through the important decisions, and also really listens. With Alison, you get not just an advisor, but a dependable, and essential partner. We highly recommend her!”
“Trust can be hard to define, especially when you’re dealing with life savings and security for the future. My wife and I have invested (literally) with Jason Draut for many years now, from the launch of his new business, the addition of a partner in Santa Cruz and we have always listened and trusted his advice on money matters. He has our best interests at heart.”
“Pollak and Pollak have been my financial geniuses since 2004. With Michelle’s guidance and wisdom, I have been comfortably retired for 9 years now. The personal attention, honesty, and support provided by them (including a great staff) are welcome additions to the sound financial advice my husband and I have received.”
“Professional, Knowledge, Personal. Sean's been fantastic. We work well together. He has a wealth of knowledge in the industry and knows the best way to explain things so that I understand. If there's ups and downs in the market, he knows how to keep me calm. If I need guidance with something more personal, for example, a new company I was considering working for, he brought valuable insight and helped me make an informed and thought through decision. Couldn't be happier.”
“Over the last year or so Schultz Collins have been extremely helpful, thoughtful and patient in helping me make sense my mildly complex (I've lived in several countries) financial situation and make plans for my future. They're helpful, professional, courteous and for complex decisions always lay out the multiple options available and explain the ramifications of each.”
9AM - 1PM
1516 Solano Ave, Albany
Investing
“The staff at this specific BofA have been extremely helpful and friendly. They have squeezed me in multiple times when I didn't have an appointment because they understood the timeliness of my needs. They made what could be a stressful process, feel a bit more at ease.”
9:00 AM - 12:00 PM
9800 San Pablo Ave, El Cerrito
Investing
“Drive thru ATM is ok but don't come here at 11am in a weekday. Obviously everyone is coming during lunch but wouldn't you staff accordingly?Why don't banks have a "take a number" ticket system so elderly customers can sit instead of standing in line. Let everyone just relax until their number is called. Khalid is awesome - was very nice trying to help my father with his credit card payment.”
9:00 AM - 12:00 PM
1800 Solano Ave, Berkeley
Investing
“I just went in on some light banking questions and the teller came right up to the window immediately and asked me to come over. He was followed by the manager who introduced herself which I thought was very cool. I mentioned to them that I was at a branch in the next town. But this one's more convenient to my house and was told that. I'm very welcome to do business with him at any time I'd like.I like customer service like this. It's nice to see some place that I can walk into and feel like a valued customer. And don't misunderstand me the people at the bank that I'm currently at are just as nights. This one just happens to be closer to my house.They will definitely see my business again.”
10:00 AM - 12:00 PM
892 Southampton Rd, Benicia
Investing
“I don't know why it was only given a three star! I have never once in over six years walked out feeling slighted or upset about service. Everyone behind the window is knowledgeable quick efficient and friendly. The officers as well. !”
9:00 AM - 12:00 PM
1702 Tennessee St, Vallejo
Investing
“Wow I received excellent customer service today. Everyone here is friendly and helpful. I had misplaced a money order both the manager and abanker named Vanessa helped me resolve my problem. They were able to stop payment for the lost money order. Yes, there is a fee but I needed to cancel it and get a new one for my work. Vanessa found out all the information and made several calls to make sure everything was done correctly. Yay! I got my new money order for my work. I really like baking with Wells Fargo and recommend this location.”
11AM - 12PM
4 Orinda Way ste 200-a, Orinda
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“This was my first time at this branch to meet with a banker to speak about an issue I was having with my account. I went in very frustrated but with the help I received from Andrés Orduno(I believe that is how you spell his last name) I walked out very happy and satisfied with the service I received. He was very helpful in resolving my issue and very patient throughout the whole process.”