Investing in Palo Alto, CA
5 locations found near Palo Alto
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Investing
8:00 AM - 9:00 PM
301 University Ave, Palo Alto
Investing
“Angela helped me with home loan for primary purchase this year. I have to admit that Angela is the best loan agent I ever met - she is a very professional, knowledgeable, resourceful and highly responsive agent. Her team worked quite efficiently and helped me close the loan within 15 days - this is very impressive, especially during the COVID period when a lot of things such as appraisal take much longer time than before. Additionally, she helped me get the lowest rate in the market(0.25-0.5 point lower than other lenders like BOA, Chase, Citi etc.） I always feel lucky and grateful that I have Angela as my agent and I would highly recommend Angela and her team to any friend of mine for their mortgage needs”
Investing
“Dina Artzt is so wonderful to work with. I've been working with her for the past 20+ years. She has seen me through good and bad times in the markets. I know she always has my best interest in mind.”
Investing
Investing
“The front desk is no more helpful than that at other investment firms (eg., eTrade, Charles Schwab), but I have a very good CFA, Teresa Lee, whom I can call anytime. My one big complaint about Fidelity Palo Alto is that it is on University Avenue. What a nightmare to get to that office!”
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“I am a newbie in buying precious metals. I came in and told them what I wanted to spend. The guy who was there spent time with me and explained what to purchase and why. He was professional and courteous. I am coming back to buy more because of the service I had. Great experience”