Investing near Piedmont, CA

“SHE IS THE BEST! Samantha has been our family advisor for over a decade and I cannot sing her praises more. She has patiently helped us with building wealth for our retirement and for our kids as they became adults. She has advised us with retirement accounts, living trusts, mortgage refinance and is always there, having done her research, to address any and all questions about buying stocks and emerging markets. She is forever friendly, informed, and forever professional. We would not be where we are today without her.”

“Trust can be hard to define, especially when you’re dealing with life savings and security for the future. My wife and I have invested (literally) with Jason Draut for many years now, from the launch of his new business, the addition of a partner in Santa Cruz and we have always listened and trusted his advice on money matters. He has our best interests at heart.”

“I went to Oakland Gold and Silver as a first time precious metal buyer. I came in with minimal knowledge and the couple who own the shop took time to educate and help me with my purchase of gold and silver. The experience was very comfortable. I didn’t feel rushed and I was very pleased with the experience. I will definitely be returning when I want to purchase more precious metals. I found my go to shop for this realm of investing. Thanks you OGS!”

“Quality/Quantity - I was not going to write a Yelp on them, but this is my second visit in a month and both times have been a 5 star experience. Previous visits were negative (years ago).Our favorite branch is SF Geary with Katrina the branch manager. She is amazing; one of the two best employees of the company in my opinion!! Too bad that location is closing or has closed.Kieth was good, took care of all my needs in a very timely fashion.The security guard was even better; she greeted me in the parking lot, walked over to open the door for me, and went out of her way to say goodbye when I was leaving.Oh well, no coffee or fresh baked cookies today? Kieth said the cookies got burned...My previous recent visit was just as positive; sorry I did not get names.But the security guard, an older gentleman, also went out of his way to open the door for me. Atmosphere - Good size branch. Small size parking. But plenty of metered street parking.Service - See above, your team has improved so much at this location. I look forward to coming here more often.Price - N/A. Well, I might be coming back for some foreign exchange currencies for my next travels.Owner Suggestion - Congrats on your success since 1985 with 84 locations, S&P 500, and Russell 1000.2007 - Merrill Lynch acquired.2008 - Bank of America acquired.2010 - Private equity acquired.2010+ - More confusing acquisitions, above my pay grade to explain, please Google if interested.2023 - Chase/JP Morgan bought your assets and will be converting many of your locations.”

“First Class customer service. A classy and a very efficient modern bank yet a full-pledge broker dealer too. Offers Full array of financial products & services, with a unbiased portfolio recommendation. This is how personal banking should be. Been a long time customer. In short, gold standard Bar none!”

“I am single and divorced of modest means. Having Julie and her team’s counsel helps me rest easy knowing that I have a sound strategy informed by seasoned experience practitioners. I have savings and income goals that keep me focused and I do not get overwhelmed. Not only do I have a plan with an annual check up, Julie is responsive as I execute my plan. She makes adjustments in real time as the market changes as I make transactions. I rest easy and worry less about being single growing older.”

“Drive thru ATM is ok but don't come here at 11am in a weekday. Obviously everyone is coming during lunch but wouldn't you staff accordingly?Why don't banks have a "take a number" ticket system so elderly customers can sit instead of standing in line. Let everyone just relax until their number is called. Khalid is awesome - was very nice trying to help my father with his credit card payment.”

“I just went in on some light banking questions and the teller came right up to the window immediately and asked me to come over. He was followed by the manager who introduced herself which I thought was very cool. I mentioned to them that I was at a branch in the next town. But this one's more convenient to my house and was told that. I'm very welcome to do business with him at any time I'd like.I like customer service like this. It's nice to see some place that I can walk into and feel like a valued customer. And don't misunderstand me the people at the bank that I'm currently at are just as nights. This one just happens to be closer to my house.They will definitely see my business again.”

“As a walk-in, I found the Fidelity advisor who pleasantly greeted me to be very professional, knowledgeable and super helpful in that he quickly assessed my situation, went over my paperwork with me, and explained my financial options. Impressive!”

“Over the past year I have worked with Sunita Joseph and Erik Erikson. Both have been helpful and professional. They have guided me into organizing my finances and making plans for the future of my retirement. I was informed about options but was never pushed in any direction. After working with them I have more peace of mind, knowledge and organization.”

“I usually don't write a lot of comments but for this particular place I will after all this nonsense from people. I come here twice a month to cash my check. I have never had a bad experience with any of the employees. But on the other hand most of their customers are so DEMANDING. They treat employees like trash and not like human beings. I have witness several times customers being impatient, disrespectful and using profanity towards them. I understand that we are all going through difficult times but it doesn't mean that us as customers are to treat them badly. It seems like nobody has ever worked in customer service nor understand what happens behind the scenes. Yes there is always room for improvement but non of us are able to judge!!! Because people write down things here but never share how they approached the bank employee- did you arrive yelling? Did you demand instead of listening?. I only want to say. Analyze how you react and treat people like you want you to be treated. Not because we are customers it means that we get to treat people who are putting their life's at risk and leave their family like trash. I truly believe in karma and what ever you wish for will come back to you. WHY IS IT SO HARD TO BE HUBBLE NOW IN DAYS????????”

“Nice, safe place to do your banking for sure. A little under staffed right now because of the aftermath of the pandemic but the line moves fast. Nothing but great customer service here and employees that try to get to know you versus just you being another number. There's a lot of parking available but it can be a bit of a bit of a sht show because some people don't know how to drive. Ha.”

“I like this location. The employees are helpful and even though the place is always crowded they try to get through the line as soon as possible. The ATM doesn't always have money in it but hey that's life.”

“My husband and I were looking to buy a home so we decided to go through Wells Fargo home mortgage! We called and were very pleased that we actually didn't have to go to the store we could do everything online. Unfortunately I don't remember the lady who helped us at the moment but she was so sweet and so very helpful. Once she sent over the packet to fill out it was nice and easy! She waked is through each step and we were approved with a home loan in a matter of hours! Thank you so much Wells Fargo if we ever decide to buy a house in the future we will be back!”