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8:30AM - 5PM
12 Ranch Dr, Milpitas
Investing
8AM - 5PM
333 W Santa Clara St #622, San Jose
Investing
“Colleen was very professional, always responding to my messages in a timely manner and patiently explaining the process and addressing any questions I had. Even when she was not available Stephanie was there to make sure the process was completed within the time frame. It was a pleasant and informative process.I highly recommend First American Exchange Company.”
“. Great price, excellent product, and outstanding service! The staff is very friendly, knowledgeable, and made the whole experience smooth and trustworthy. Highly recommend Pacific Precious Metals for anyone looking for quality and value.”
“I have been a client of JR Financial for nearly 4 years. My wife and I were entering our 50’s with retirement and life goals, but no real plans on how to achieve these goals. I interviewed ten financial advisors, and then reference checked the top five. James was clearly the best fit for our family. He helped us develop a plan that allows us to focus on living our life without stressing about finances. We have a high level of confidence in his services. After four years, we are even more confident we made the right decision.
Not only did James help us with our investments, he helped us to see the bigger picture with appropriate life insurance and estate planning. The team also prepares our taxes. JR Financial is the complete package.”
“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!”
“I visited Fidelity with numerous questions about investing, feeling uncertain due to my limited knowledge of financial terms. Leslie warmly greeted me and provided immediate assistance. She patiently addressed every question I had, offering clear and detailed explanations about the differences between various account types and providing thoughtful guidance to help me make an informed decision. Her expertise and approachable demeanor made the experience exceptionally positive, solidifying my decision to continue with my Fidelity account and explore more of their services.
Thank you, Leslie, for your outstanding customer service and invaluable support. I highly recommend this branch to anyone seeking knowledgeable and friendly assistance!”
“I opened my account with Sze Kwok in this office, she was born in Hong Kong, went thru English schools in Hong Kong, speaks perfect English, Cantonese, and Mandarin Chinese. She helped me transfer my account from another brokerage and always answered my phone calls or emails within a few hours. She is nice, pleasant, and knowledgable, now I have more than a million in my account and I am planning to consolidate my other accounts here as well.”
“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.”
8:30AM - 5PM
19620 Stevens Creek Blvd #100, Cupertino
Investing
“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.”
“I have been a customer for years and have never looked anywhere else. The staff are always very friendly and helpful. We have used them for loans and checking as well as my personal finances. If you need a great business bank look no further.”
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“A big shout out to Suzzette, the Client Relationship Specialist at Milpitas branch who went above and beyond to help us with our accounts login issues. She was knowledgeable, patient and helpful, tackled many issues to make sure everything would work for us. There are lots of choices when it comes to trading and retirement accounts, Suzzette is our reason why we stick to Charles Schwab! Thank you Suzzette, we really appreciate you! ??”