Investing near Rowland Heights, CA

“I visited the Charles Schwab in Roland Heights today and was extremely satisfied with the front desk staff's service! She was very patient, thoroughly explaining and resolving my issues. Despite many customers coming in at once, she attentively assisted everyone. Most impressively, she communicated fluently in Chinese, making the experience smooth and comfortable. Highly recommend their excellent service!”

“***This review is for ATM use only*** I was in the Rowland Heights area yesterday evening. I needed to make some deposits at Wells Fargo Bank (WFB). There were 3 ATMs right outside in front of the bank. Very well lit which is great. Thank you WFB! It was late in the evening so I was constantly looking around to ensure nobody was lingering besides the people who are using the ATMs LOL. Surprisingly, while I was here making multiple deposits, there were at least 4 other customers who came by to use the ATM as well. Luckily, they came at different times so there wasn't a line. I normally don't visit the ATM at night... this occasion was indeed an exception! Happy Late Night Banking!”

“As always Rob is very honest about his knowledge whether the information is good or not .Its obvious he cares about his clients and does his best to take care of them. Our financial situation has grown significantly since we turned our investments to him.

Thank you Rob”

“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.”

“Natalie Rose is my go to for all things regarding my retirement fund and financial strategizing. She is indispensable and irreplaceable. I have benefitted tremendously from all her guidance and advice over the years and greatly value her vast knowledge, expertise, and experience. She has successfully steered me through financial peaks and valleys, leading me to make the most sound decisions with my money. Thank you for all that you do. You're greatly appreciated!”

“I have been with Chatterton and Associates for over 8 years. I started out gradually with them transfering my accounts one at a time as I have had some bad experiences with financial planners in the past. They have exceeded my expectations in their services that they provide. In addition, I have access to Trust management as well as tax planning and preparation, all under the same roof. There is coordination amongst the three groups to make sure that your assets not only grow, but are also protected. I give them a five star rating and I have invited my friends to look at this firm as well. They provide free class lectures on a regular basis that I can take my friends to. Awesome company.”

““We’ve worked with Cullen at Primior for a little over a year now and they always been responsive about handling issues that we’ve been encountering. He always is answering my concerns and giving advice on situations. Sometimes my questions aren’t related to a property that they’re managing but they’re always helpful and try to give me the time of day as soon as they can with their busy schedule.””

“Had a good experience today with Frank as a new customer. Even though they were very busy he acknowledged me walking in within seconds. Once it was my turn, he was quickly able to handle my needs and answered my questions. One he couldn't at first but then took the time to check and give me the information I needed. Everything is set with my account. Great job Frank!”

“I went there and waited because a appointment wasn't available . I brought a trust with a power of attorney for them to copy they said I had to fill out their power of attorney to use their services. I filled out the paperwork got a call a week later saying I would have to get 2 doctors written statement about my relatives health incapacity to validate their power of attorney. My relative's is in hospice with dementia to get their objectives accomplished would put my relative thru consider discomfort and pain and I will not put them thru that. This whole process was started because a stock broker of theirs said he was assigned to the account and wanted to discuss strategies with me. I have been handling the account for nearly 2 years and have done fairly well and now they want to advise me? When my step father died nearly 2 years ago it took schwab nearly 4 months to get his affairs sorted out, he had a trust and a ira and it took 4 months? I called and complained back then and I still question their ability to handle the current situation of my relatives affairs. When my relative passes on I will definitely be transferring assets to another broker”

“The employees of this bank are amazing to me. Every time I come here they treat me with the utmost respect, always very kind and they asked me how my day is going. I never have problems cashing my checks with this branch. Maria, Hillary and Mina thank you for being so sweet and kind to me.”