Investing near La Puente, CA
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25 locations found near La Puente
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1801 N Hacienda Blvd, La Puente CA 91744
“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.”
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3070 Saturn St #101, Brea CA 92821
“As always Rob is very honest about his knowledge whether the information is good or not .Its obvious he cares about his clients and does his best to take care of them. Our financial situation has grown significantly since we turned our investments to him. Thank you Rob”
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13117 Philadelphia St, Whittier CA 90601
“Natalie has been a pleasure to work with. Easy to arrange a business meeting with, prompt and on time and no waiting. Knowledgeable in her trade and a fun person to work with. I intend to use Natalie’s services for the future and you should too !”
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750 N Diamond Bar Blvd STE 188, Diamond Bar CA 91765
““We’ve worked with Cullen at Primior for a little over a year now and they always been responsive about handling issues that we’ve been encountering. He always is answering my concerns and giving advice on situations. Sometimes my questions aren’t related to a property that they’re managing but they’re always helpful and try to give me the time of day as soon as they can with their busy schedule.””
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7720 Painter Avenue Ste A, Whittier CA 90602
“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.”
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1151 East Foothill Boulevard, Glendora CA 91741
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1310 S, 1310 Valley Vista Drive, Diamond Bar CA 91765
“I was recommended by a family member to apply for a membership here. My experience with Prospectors has been great, one thanks to Flora who has gone out of her way and provided me with one on one service. She was able to go above and beyond to deal with my 2nd mortgage loan and help me get things aligned. She is continuing to work with me to provide me with the service I need and I appreciate it. When you walk into this branch you can feel everyone is there to help you. I will use 100% Prospectors FCU for future loans and recommend others give them a chance.”
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134 East Huntington Drive Ste a, Arcadia CA 91006
“This particular facility of Charles Schwab in Arcadia, has the most amazing people that work there. I attended a beginning, think or swim Tutorial today with a gentleman name Alex as the instructor. This entire tutorial is free, by the way, you just have to call and set an appointment for it, when they are available. While I was there, it was mentioned that we can set a 45 minute personal one-on-one meeting with one of the instructors. whether it is that we meet together, or if it's a virtual or phone call is yet to be determined. But nonetheless, it is a 1 on 1 where you can ask any question that you want, and or they will guide you through the entire process from the very first trade that you do. I personally am doing swing option trading. It is very technical. There's a lot to it. I'm trying to just get the basics. And so far, I have never met amost unique group of people who only want you to succeed. No money involved other than the money you have invested in Charles Schwab. They wanna see you succeed? It's amazing. I cannot speak highly enough about this institution. I look forward to my next consultation meeting to help me a little bit more and I will soon be off and running. Thank you with all my heart Charles Schwab and all of the employees at the Arcadia branch. I appreciate the respect and kindness that you have shown me. Ask the universe the right things and now lets make some money!!! James 1 5-8 = Wisdom”
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15111 Whittier Boulevard Ste 380, Whittier CA 90603
“My wife and I went for a free consultation several years ago and met with financial planner Anna Li Castro. Anna Li Castro provided that piece of mind they we were on the correct path with respect to our retirement goals. I would not hesitate recommending Anna to both family and friends for all your financial needs.”
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12016 Telegraph Rd Suite 105, Santa Fe Springs CA 90670
“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.”
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15056 Rosecrans Ave, La Mirada CA 90638
“I've had some recent banking business to take care of. Omar helped me on my first visit. He was so professional and easy to talk to. We ran into some issues with the transaction that we weren't expecting, so it took longer than we both had anticipated. He was so calm and never made me feel like I was disrupting his morning. We finally got the issues resolved and he really made me feel like a valued customer. A few weeks later I had to inquire about this account again. I phoned the bank and asked for Omar since he took care of my banking needs so well. He remembered me and made me a same day appointment. Once again he exceeded my expectations. Omar is my go to person. He has excellent customer service skills and is very helpful. He knows how to talk to people. I felt like I was talking to an old friend. Thank you Omar, you're the best!”
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368C N Lemon Ave, Walnut CA 91789
“We went in and had the best experience. First the parking lot is easy to navigate. You walk in and yhey welcome you. Our teller Priyanka was very kind and sweet. The branch manager was listening to our conversation and offered some insight to help us. Honestly is was a very refreshing experience and we will go out of our way if needed to go there for our banking needs. Tha k you guys gor making me feel luke a person and not a number.”
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3421 East Imperial Highway Ste E-1, Brea CA 92823
“I went there and waited because a appointment wasn't available . I brought a trust with a power of attorney for them to copy they said I had to fill out their power of attorney to use their services. I filled out the paperwork got a call a week later saying I would have to get 2 doctors written statement about my relatives health incapacity to validate their power of attorney. My relative's is in hospice with dementia to get their objectives accomplished would put my relative thru consider discomfort and pain and I will not put them thru that. This whole process was started because a stock broker of theirs said he was assigned to the account and wanted to discuss strategies with me. I have been handling the account for nearly 2 years and have done fairly well and now they want to advise me? When my step father died nearly 2 years ago it took schwab nearly 4 months to get his affairs sorted out, he had a trust and a ira and it took 4 months? I called and complained back then and I still question their ability to handle the current situation of my relatives affairs. When my relative passes on I will definitely be transferring assets to another broker”
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815 East Birch Street, Brea CA 92821
“Had a good experience today with Frank as a new customer. Even though they were very busy he acknowledged me walking in within seconds. Once it was my turn, he was quickly able to handle my needs and answered my questions. One he couldn't at first but then took the time to check and give me the information I needed. Everything is set with my account. Great job Frank!”
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1247 E Huntington Dr, Duarte CA 91010
“I have been a Wells Fargo client for over 20 years I have always been happy with them I bank at the Myrtle Ave branch wonderful people the parking is not so good but the people inside help.during the corona 19 my branch was closed and I went to the Duarte branch even waiting outside for a long time to get inside the people inside again wonderful no big issues they took care of each and everyone with a smile and a thank you now that my branch on Myrtle is back open I still go to the Duarte branch several times a week both branches are very good the people that have left to go other places and to follow there dreams I wish them all well I will miss them but I myself will co tuneup and both branches wonderful people the tellers are always thankful for you coming I and they say so they have helped me through several difficult times with out any problems I can honestly say say THANK YOU all very much at both branches my name is Karen council”
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11934 Garvey Ave, El Monte CA 91732
“Nice, new, clean and well lit. No wait. Teller was friendly and very competent. Area is cleaned up but still have some people lurking outside sometimes asking for hand outs.”
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19708 Colima Road, Rowland Heights CA 91748
“I visited the Charles Schwab in Roland Heights today and was extremely satisfied with the front desk staff's service! She was very patient, thoroughly explaining and resolving my issues. Despite many customers coming in at once, she attentively assisted everyone. Most impressively, she communicated fluently in Chinese, making the experience smooth and comfortable. Highly recommend their excellent service!”
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444 E Huntington Dr, Arcadia CA 91006
“'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.”
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1803 Walnut Grove Ave, Rosemead CA 91770
“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.”
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120 N San Gabriel Blvd, San Gabriel CA 91775
“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!”
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1150 S DIAMOND BAR BLVD , DIAMOND BAR CA 91765
“This is by far the best location to do your banking done. Everyone is so friendly and helpful. They make sure you are taken care of and you feel like you are valuable to them. I go out of my way to go to this branch. Thank you to the amazing team at this location.”
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1200 S Baldwin Ave, Arcadia CA 91007
“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.)”
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14460 Merced Ave, Baldwin Park CA 91706
“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!”
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11732 Firestone Blvd, Norwalk CA 90650
“Called ahead of time to see if this location was open due to the pandemic as all banks are not open. They were open for banking. There customer service here is beyond excellent!!!! Plenty parking , all safety protocols are in place. Only down fall is if there is a line there is no shelter in case weather changes.”
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700 N Azusa Ave, Azusa CA 91702
“I was on my way to pick up my Mom for our Saturday food run at the San Gabriel Valley area. Before doing so, I needed to go to Wells Fargo Bank (WFB) to exchange lots of rolled up coins for some bills. I found this WFB off of Azusa Ave which is less than a couple miles from the 210 Fwy. I said perfect! I didn't know that this WFB is in a historic building built in 1906. WOW!!! That is about 118 years old. Amazing how historical sites still surround us in today's times. I felt like I was banking in the past, but in modern colors. The old door trimmings were still in tact. The steel gate outside of the vault is still there. The high ceiling beams had beautiful art. I was admiring the look and feel of the bank while standing in line. It was humbling. I actually had a tearful moment. Maybe I was there before at one point in a past life... who knows. Anyway, it was very busy. There were about 20 people in front of me. I stuck through it. Once it was my turn, I walked up to the bank teller and started engaging in the exchange transaction. Bank teller was pleasant and friendly. It took a little while for them to count the rolls since I had a few hundred dollars to exchange. They have these trays to help them expedite the count. Funny, the bank teller thought one of my penny rolls was short so she had to take out one roll and double check which was fine with me. I didn't take it personally. I want to make sure the bank got the right amount of coins for the bills they were going to give me LOL. It should always be a fair and even exchange LOL. After all was said and done, bank got my coins and I got my bills! Thank you WFB!!!”
