Investing near Rosemead, CA

30 locations found near Rosemead
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“My daughters and I were in the San Gabriel Valley (SGV) area for lunch with my dear friends. After lunch, we did our food run for the week, but I didn't have much cash on me. We found this Wells Fargo on Walnut Grove just a few minutes from the food court where we were heading. And it's in the same shopping center as Walmart. Funny, I have been a SGVer for the last 4+ decades and I have never shopped at Walmart out in SGV... maybe because I am normally out here to eat and shop for Asian stuff LOL. Anyway, this Wells Fargo has two ATMs for use. It doesn't look like a big bank from the outside, but looks can be deceiving. It was a very quick ATM visit indeed. Looks pretty clean outside. However, what caught my eyes were the two trash bins nearby adjacent to the bank. Not sure if the trash bins belong to the bank... I doubt it, but they were nicely covered so they don't appear to be trash bins. I'll be back to use this bank when on the south side of SGV. Yes, there is also a Wells Fargo on the north side that I use LOL. Gotta cover all compass of banks.”

3 Average3 Reviews

“Spoke to Earl about investing some money. He provided very solid advice about my current life situation. He is really genuine and cares about helping individuals. I'm really grateful for his help. Even though I couldn't invest with him at the moment. I really look forward to working with him in the near future.”

5 Superb23 Reviews

“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”

4.7 Superb19 Reviews

“Very intuitive platform and easy to use. Linking with ETC made the transition extremely smooth and simple. Only complaint I have is after I was approved and started trading I had questions about some of the fees that weren’t answered. Other than that, very positive experience.”

4.7 Superb14 Reviews

“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”

4.2 Good22 Reviews

“Wow, I am lost for words! The level of service and professionalism was beyond my expectations. She was able to help me after hours; when everyone advertises 24/7, she really means 24/7, we needed help at 11:30 pm, it was an emergency, and Natalie was there to help, showed up on time, and was very reasonably priced for the time, more importantly, she helped me take care of my needs. I RECOMMEND her for ALL your financial needs!”

5 Superb8 Reviews

“I can't say enough good words about Schwab. Their banking and investing products are smart and easy to use and their customer service is impeccable. This office has challenging parking, so give yourself a few extra minutes when you visit.”

3.8 Good29 Reviews

“Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.”

4.2 Good6 Reviews

“I only bank at this Wells Fargo branch. it is by far the best Wells Fargo branch around. they just know how to deal with customers on a very professional level rather than the impersonal treatment at some other branches. Manager Jen is very efficient and helpful. Teller Josie is great and always helps me with such kindness and explains everything so well to me. Nic Pons, my banker is absolutely terrific. and I do not know what I would do if I didn't have Nic to service my accounts. Yes, expect longer wait times since less staff but that is happening everywhere -- this is a part of modern reality. When it is your turn, you will be treated with respect and given great service. I never have to wait that long in line despite less staff now than they had pre-pandemic.”

3.9 Good7 Reviews

“Absolutely highly recommend Emma. She is thorough. She explains everything very well and works with you to accomplish your goals while also ensuring you are set in the event of an emergency. I appreciate and value her guidance so much.”

5 Superb3 Reviews

“Excellent customer service and staff is really nice. Everything was explained clearly when opening my new account. I'm very happy to use this locations services. Excellent visit for my first time especially first time banking with Wellsfargo.”

3 Average27 Reviews

“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”

5 Superb2 Reviews

“'Relationship Banker' Chantel Garcia put the relationship into banking with her and Wells Fargo. She is very professional yet personable. She is out going and knowledgeable. And knowledgeable is an understatement. She treats all accounts as if it was family she was interacting with. She is smart enough to know that if you're not happy with how your money is being handled that you will take your business somewhere else. And Chantel doesn't use over the top lingo where one can get confused or lost in the conversations.”

3.1 Average7 Reviews

“Service is fast and quick!! Non-cash bank. Lots of parking. Good to bank and out in no time. Used to come before work and finish like in 5 minutes. Quick stop. They offer tea and coffee.”

3.2 Average5 Reviews

“This is a small office, and even though there was a line on today's busy day, they were pretty quick and very friendly. I live nearby, so it's great to have this location here.”

2.5 Average30 Reviews

“This review is only for the Bank Manager Diana Aguilera. She is awesome! She helped us do a wire for a purchase, and her customer service is top-notch. It is so hard to find good service like this these days. Thank you Diana!”

2.2 Poor12 Reviews

“Update - because nothing is easy, it has taken over 90 days to get a part of this matter resolved. Kudos to Regional Manager Walter Wodtke who went above and beyond to handle my affairs. So far, so good. (I'm still taking my business elsewhere; however, at least I am confident that I can still receive first class care as long as Walt is around.)”

2.1 Poor9 Reviews

“All in going to say is THANK U. I was able to pay for my dogs surgery, thanks to these fine people at this branch. I came in crying because a different branch straight out told me I couldn't withdraw my own money from my CD account to pay for his surgery. And I was a mess accepting the fact that he would die because that other branch straight out told me I couldn't take my own money. But thank you south gate branch. My baby is home now recuperating and I couldmt be more Thankful for you all. I don't know how else to Thank you for assisting me in this already horrible, painful day I was going through. And for your empathy and kind words. Thank you”

2.3 Poor3 Reviews

“Website is lacking. It's like so outdated and not user-friendly. Their services are whatever. Even during coronavirus times, they suggest I should leave my money in the market. It's a head-scratcher, but I'll leave my money in the market and see where this takes me. Wish me luck.”

2.5 Average2 Reviews

“I didn't have a appointment I walked in to the Wells Fargo and the teller Maria Sandoval was very helpful, patient with myself! She was able to resolve my problem. From now on I'm booking every bank appointment with her, she speaks English and Spanish.”

1.8 Poor17 Reviews

“Thanks to Ana I was able to get in and get out with all the information I needed. She's an asset anywhere she works. I asked for multiple things and she didn't once say I can't do that, she always said let's see how we can do.”

1.7 Poor6 Reviews

“I have been a Wells Fargo client for over 20 years I have always been happy with them I bank at the Myrtle Ave branch wonderful people the parking is not so good but the people inside help.during the corona 19 my branch was closed and I went to the Duarte branch even waiting outside for a long time to get inside the people inside again wonderful no big issues they took care of each and everyone with a smile and a thank you now that my branch on Myrtle is back open I still go to the Duarte branch several times a week both branches are very good the people that have left to go other places and to follow there dreams I wish them all well I will miss them but I myself will co tuneup and both branches wonderful people the tellers are always thankful for you coming I and they say so they have helped me through several difficult times with out any problems I can honestly say say THANK YOU all very much at both branches my name is Karen council”

2 Poor1 Reviews

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