Investing near San Anselmo, CA

7 locations found near San Anselmo

“Edgar De Luna provided outstanding service. Efficient, knowledgeable and personal. He's the "go to" guy there for sure. Great work, Edgar! Know that it's appreciated.”

2.8 Average15 Reviews

“My transaction on January 25, 2024 could not have been more pleasant. I had gold that needed testing for value and purity with the aim of swapping for Gold Eagle coins. Robin accomplished both with her knowledge and professionalism. I was in and out in less than an hour, walking away one satisfied customer. Highly recommended.”

4.9 Superb30 Reviews

“My favorite bank ever. You feel like a valued customer every time you call them or step in the bank. Very personable, kind and professional staff. I love First Republic!”

3.9 Good15 Reviews

“Personnel are great...it's just that HORRIBLE "music" that we are forced to endure while waiting on the phone. It is an insult to customers...perhaps a variety of light classical music, or, even better, total silence! We can manage the wait time by humming our own tune, if needed.”

2.5 Average11 Reviews

“We had some business to attend to with regard to an inherited IRA at Schwab. We went into the office at The Village in Corte Madera and were helped by Zach and Denise. We could not have asked for better service, knowledge, efficiency and good humor. These staff members are A++++++ and made what could have been a frustrating and challenging transaction simple and seamless! Thank you for a job well done!!!”

2 Poor31 Reviews

“Wellls Fargo has been so sensitive and helpful to me during the pandemic. I called the 800 number-stated my problem-the rep really listened & helped me. thank you!”

1.5 Poor40 Reviews