Investing near Los Altos, CA

12 locations found near Los Altos

“Joseph is great! He is welcoming, patient and knowledgeable. He is able to solve my account problems promptly and efficiently. It’s important to have the client feel confident on the device and knows some can always get professional support.”

4 Good15 Reviews

“I have been to see Todd several times to move along some broken pieces of sterling and gold. He is patient honest and takes quality time and answer questions, as I was a new person to sell precious metals. For example, I had an 18k white gold band inside a lot of sterling to be melted. He put it aside and mentioned it and verified the gold content. Today he verified metal content of a recent purchase for me, which was 0 % gold . He he is my go to place for Precious metals now ! Thank you, Todd at Pacific Precious Metals.”

4.8 Superb127 Reviews

“I have purchased gold many times here and had good experience. Recently I brought natural diamonds and the owner Pradeep is super helpful in making me understand all the details and did all customizations. Best purchase I am happy and highly recommend anyone shopping for natural diamonds, lab diamonds and gold. Btw- I also brought some lab diamond earrings which I got for best price and great for gifting as well. They also have machine which tests the diamonds. One of my friend brought natural diamond from another store and recently found out it’s not real so it’s always best to buy from the right folks. I would definitely buy here again!”

3.7 Good74 Reviews

“I have been a Schwab customer for over 20 years and have gotten consistently excellent service at the Menlo Park branch. In the last 5 years I've set up multiple trust accounts at Schwab, including a couple of special needs trusts for relatives. There were some complicated issues, and Schwab handled them all flawlessly. I'm always impressed with the speed and professionalism with which Schwab addresses all my requests, questions and concerns. They are head and shoulders above any other financial institution I've used. Just superb. A++.”

3.7 Good22 Reviews

“On the contrary to other reviews, I had a very positive experience today. Had an appointment at 9.30am, I was there sharp at 9am. After the front desk person checked me in, I was greeted by the specialist at 9.10. Everything was done within half an hour. Very clean office, with a coffee machine. Got the job done.”

3.4 Good28 Reviews

“The service here was fabulous. I made an appointment to get help so that I could change title to manage my parents 5 accounts because they are no longer able. Annie took care of everything- printed all the paperwork, marked what I needed to fill in/sign, went through all of my documents, found, and made copies of the ones she needed. They notarized all 5 documents. It was all done very efficiently and at no cost. I highly recommend.”

3.1 Average27 Reviews

“I had to go into the branch to meet my new financial consultant.Very courteous and helpful staff when I arrived.I was able to get everything done to my complete satisfaction in a short space of time.”

3 Average35 Reviews

“I’ve had a great experience with Richard Amaechi as my advisor. He’s really knowledgeable and personable. The front desk is super helpful too, I needed a document notarized and they helped me out with it.”

3 Average29 Reviews

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