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9:00 AM - 5:00 PM
1 S Milpitas Blvd, Milpitas
Investing
8AM - 5PM
333 W Santa Clara St #622, San Jose
Investing
“Lisa V was very helpful in helping me with my questions about 1031 exchange. She got right back to me with informations and answers to my personal questions.Thank you”
“Definitely recommend Sunny! very easy to talk to and he was very straight forward with the next steps, I did the free consultation with him and he did not push any of his services, esp right now when it not necessary. Will be looking to work with him in the future when its necessary but with just with consultation it was very helpful and comprehensive.”
“James is one the best financial planner we have met. He is very transparent and genuinely wants to help us with financial well being. He is highly skilled and has wealth of knowledge. He gives honest opinion and has our best interest in mind. He analyzed our investment portfolio and gave us good suggestions on where to diversify. He looked at all aspects of our finances and gave us a broader perspective on how to approach planning and how it ties in with our life goals. So glad that we found James and looking forward to our next meeting with him.”
“We came to this shop for a minor resize of our gold rings that were little tight to wear on our fingers.The staff in this shop was very courteous enough to help us without getting any money. Really awesome gesture.Apart from jewelry repair, he sells gold jewelry as well as makes custom designs.Highly appreciate and recommend his service.”
“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've been coming down here from Oregon to do business with this outfit for several years now and every time I have been impressed with how they work with me. I love doing business with people that know what they're doing and give me straightforward opinions and advice (I've checked).”
“Chris is the best assistant in One Stop Financial Services!!. He always have all solutions for any have difficulties in taxes .. he NEVER say NO to anyone who come to him asking fir help .. our family is going to ask him again for big fever and we know that .. he will be full filing our request !!please try to uses One Stop Financial services .. Chris and these team will be giving you a big WOW !! Not hurt to visit and try Serious Customer Julie Crowley & family”
“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
“Writing for my parents because they don't have a yelp account. All I have to say is Ms. Ruth Phillips was extremely knowledgeable and helpful! She was able to quickly resolve my parent's issues. I have nothing but good things to say about her and will ask her if we have any issues in the future. Thank you!”
9AM - 5PM
39533 Paseo Padre Pkwy, Fremont
Investing
“The customer service at FRB is incredible. Max, the branch manager is friendly and the team is always helpful and ready to go the extra mile. I had some foreign currency I wanted to deposit and they just took care of it no questions asked. When I was in New York during a downpour of rain, I dropped into the local FRB branch and they provided my family with freshly baked warm cookies and FRB branded umbrellas. Seriously I'm really happy working with this bank and I highly encourage anyone to check them out.”
9:00 AM - 5:00 PM
65 N Winchester Blvd, Santa Clara
Investing
“I made it in just a few minutes before this branch closed, and thankfully there were only a few people. I made a quick payment and the teller (whose name I unfortunately forgot) was friendly and I didn't felt rushed. We were able to strike up a mini conversation and I was still able to leave quickly.”
8:30AM - 5PM
4160 N First St, San Jose
Investing
“Walked in without an appointment to open a brokerage account. Still the representative helped us with the application! She was friendly and warm, even helped with taking printouts. Had a smooth experience !”
“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.”
9:00 AM - 5:00 PM
40982 Fremont Blvd, Fremont
Investing
“Wells Fargo, 40982 Fremont Blvd Fremont, CA 94538 I have had one of the most fabulous experiences in this branch. I had to do a wire transfer and was helped by Joseph Estabillo. Joseph is an EXPERT at banking and wire transfer. Not only is he polite and courteous, he is truly knowledgeable for one as young as him. I was confused with rates but he was always patient and efficient. I visited several times before deciding to use the Bank's service. It took Joseph ALL of 10 minutes to have the money transferred. GIVE HIM A RAISE. In these awful trying times one must hold on to good people. Give him a raise or someone will steal him from you specially after this review. A++++++++++++++++++”
“I started banking with FRB in 2016 when I got my house mortgage but after signing papers upon closing, have not stepped foot in a branch. That changed today when I needed to complete some cash transactions. Upon walking in, I was immediately greeted with a friendly hello from the security guard, and then Lisa, who offered me a seat and quickly jumped into action to help me. Lisa was professional and fast, and the office environment was so pleasant, clean and following safe COVID protocols. Highly recommend this branch (and FRB in general) for banking!”
9:00 AM - 5:00 PM
10260 S De Anza Blvd, Cupertino
Investing
9:30 AM - 4:00 PM
1995 El Camino Real, Santa Clara
Investing
“Earlynne Bareng is by far one of the best Home Mortgage Consultants that I have worked with. She is extremely focused in making sure that the customer understands the options and works with them very closely. This is my second refinance with Earlynne and she continues to amaze me. The best part - the rate was the most competitive compared to any other bank!! If you are looking for someone who is clear, concise, fair, competent - look no further.”
9:00 AM - 5:00 PM
5191 Mowry Ave, Fremont
Investing
“Sara Saldona in the auto loan department of WELLS FARGO was EXTREMELY helpful with me today. I had a concussion from a car accident and numbers are VERY confusing to me still. She took her time and explained a mistake i had made. She corrected said mistake and helped me understand the situation. There were no "nice nasty" tones i hear from soooo many customer service people these days. She was so impressive and quick and courteous i had to tell her supervisor. Unfortunately, the mailbox was full so i decided to give her a "bigup" this way. Thank you Sara...you deserve a raise !!! YAY to you for great service you provided !!!”
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“Received great customer support when I visited couple of weeks ago. Got cleared all my questions about fees, and other expenses etc. Ms.Phuong was very patient to listen my questions/concerns and provided excellent customer care. Waiting time was very minimum ( less than 5 minutes).”