Investing in San Francisco, CA

“These guys are great! I had somethings to trade and they were really helpful and straightforward. The negotiation went well and I feel I got a great deal! I'm glad I went to their shop.”

“Couldn't be more happy with my transaction with Amerinote. They were quick to respond to all my questions and helped me address issues quickly. Traci was wonderful to work with. Quick, easy exchange. Highly recommend!”

“We've had a fantastic experience working with Financial Zen. As business owners with multiple income streams, taxes, and financial goals to manage, having a knowledgeable and proactive team has been invaluable.

They are responsive, organized, and take the time to explain things in a way that is easy to understand. Their guidance has given us confidence that our finances are structured appropriately and that we're making smart long-term decisions for our family and business.

If you're looking for a financial management team that is professional, thorough, and genuinely invested in their clients' success, I highly recommend Financial Zen.”

“Peace of mind. That is what Risley Sams and his team have given me. My financial goal has always been not to be a burden to my family and sought his advice and guidance for that assurance. He and his associate, Colby Davis, have the knowledge, experience and tools that give me confidence in their recommendations. In addition, they have patience, to clearly explain their reasoning and assumptions to me, to help me in my decision-making. They have always been accessible, available, and responsive. I highly recommend their services; peace of mind is not always easy to find.”

“I've been a client of Citrine Capital since their inception, and have always felt very well taken care of, as an individual, and with my finances. Jirayr and his team go above and beyond the usual to provide superior, personal service, with knowledgeable and reliable financial expertise. I highly recommend them.”

“THIS IS MY BANK FOR 12 YEARS NOW.Opened one in the South San Francisco Branch and Kathy took care of me. My cousin referred me to her. Very pleasant and happy person. She is retired now. Then, most of my transactions/ request now is in this branch.Gina, always there poised to help me in my needs. Consistency is the key. Am pleased.Thank you WellsFargo for the years of service in my needs.Hopefully to build more blessings to my financial status and you always there for me.Manifesting great fortune to you and your staff / family.Stay strong always.Again, thank you very much.JM”

“Nice building and centrally located. Provided help to my family member needing to service an account. They even had a great coffee machine for us to use while we waited for service from the associate on the counter.”

“I came to inquire about transferring my niece's IRAs from an insurance company that had underwhelming performance with them for the last five years and was very satisfied with the high level of professionalism at this branch. From the moment I entered the spacious office I was greeted warmly and availed even assistance from a vice president Mr. Steven Chou Silver who was more than gracious and answered all the technical questions of the planned transfer to this office. These technical questions that even my CPA had to dig to answer was addressed fully to my satisfaction and they will soon have a new customer rest assured.”

“Bill Shine is a master! He knows exactly how to help you strategize your tax liability to save you money and time. With IRS tax requirements ever changing you'll be in good hands with Bill. Yoda!”

“We have had several financial advisors over the past 30 years. Our relationship with Brighton Jones began in 2009 and, after the first year, we transferred all of our investments to them. The big difference in them is that they have provided a comprehensive approach to our financial planning. They have given us terrific advice regarding investments (stocks, bonds and exclusive BJ products) and assistance with buying and selling several homes, including mortgage and insurance referrals. We also like that they have three independent arms which we have continuously used-investments, taxes and estate planning.”

“Great Charles Schwab location with very helpful and friendly people. Opened an account and they walked me through it and even let me use their chromebook to make sure everything was all setup before I left.”

“The lines move along well between 3 tellers on a Friday. Not only the lines are efficient, this is a great branch to conduct business especially with easier parking and there's a Starbucks here that shares the space. Win-win!”

“They’ve improved their app to make it so functional and easy to use. My every experience going into one of their branches is always quick and easy and everyone’s friendly and professional. And the free ATM withdrawals anywhere six times a month you can’t beat! Definitely five stars love it and I’ve had them for 10 years”

“If you choose to bank with Sterling Bank & Trust, Sherman, the manager at the West Portal branch is your go-to guy. I've been banking with Sherman at West Portal for several years now, and recently I had some issues transferring my Roth IRA accounts -- it involved a lot of attention and meetings between Sherman and myself, and once even a three-way call with another institution -- I really appreciate how Sherman was focused and available to help me throughout a span of two months or so. Sterling doesn't appear to have as many modern conveniences as the bigger banks, but the upside of this is that Sherman was nearly always available right away by phone for me during business hours (excluding lunch), he prioritized the deadline-sensitive tasks he needed to perform for me, and that he always followed up as needed. I really appreciated Sherman's availability, competence and customer-service focus. If you need to do banking that involves a bit of paperwork, it may be best to schedule an appointment ahead of time (morning seemed better), so that he can focus on your work -- it appears the branch has a total of two employees, Sherman and Christy. I've been to a couple of the other Sterling branches (Taraval and Westlake), and I've found the service here at West Portal to be much superior.”

“I have been a customer of Wells Fargo for many years...I had to go to this office because my eldest sister passed away and she had a safety deposit box. Of course we had to complete all the legal work. I made an appointment with banker (Sanjeev Kumar) to close out the box to drive up to San Francisco later in the week. I was very happy that because we had the keys and the paperwork, we were able to accomplish what we needed in less than an hour. I read all of the negative reviews but I personally have never experienced poor treatment. I've been banking with them for many years but my usual bank is located down the peninsula. This bank has been a family bank for over 30 years without any issues.”

“NexMetro has worked with Juniper Square for almost a year now and we have really liked the platform so far. Something that has really enhanced our experience with this product is working with Logan from the Juniper Square team. He truly cares about his clients and goes to great lengths to make sure a solution is found for every need.”

“City National Bank was recommended to me by another attorney when I was looking for an institution to hold my IOLTA account for my law firm. The recommendation was based on the personal attention clients receive. As soon as I approached City National Bank with interest in opening a business account and a personal account, a Krystle ClarkeBarifa, the branch manager, assembled a team to meet with me personally to go over the various different account types and banking services and took the time to understand my specific needs before recommending the perfect bundle of services. The same team that onboarded me has remained with me over the two years I have been banking at City National Bank. They are personally accessible to me by email and phone and even text message. Their prompt attention and responsiveness make me feel like the folks at City National Bank really care about my banking experience, regardless of the size of my accounts. As an attorney and someone who manages client funds, this level of service provides me the confidence of knowing I'm protecting my client's interests and that I am complying with the rules of professional responsibility that apply to IOLTA accounts. I highly recommend City National Bank if you want personal attention and care and a team that is going to be by your side each step of the way. Consider yourself lucky if your accounts are serviced by Krystle ClarkBarifa and/or Dorothy Over!”

“Very professional: I was able to schedule an appointment to have documents notarized within 90 minutes of my call. With so many bank branches temporarily or permanently closed and many who never had a notary at all, I appreciated from phone call to a notarized stamp the process was seamless and speedy.”

“City National Bank was recommended to me by another attorney when I was looking for an institution to hold my IOLTA account for my law firm. The recommendation was based on the personal attention clients receive. As soon as I approached City National Bank with interest in opening a business account and a personal account, a Krystle ClarkeBarifa, the branch manager, assembled a team to meet with me personally to go over the various different account types and banking services and took the time to understand my specific needs before recommending the perfect bundle of services. The same team that onboarded me has remained with me over the two years I have been banking at City National Bank. They are personally accessible to me by email and phone and even text message. Their prompt attention and responsiveness make me feel like the folks at City National Bank really care about my banking experience, regardless of the size of my accounts. As an attorney and someone who manages client funds, this level of service provides me the confidence of knowing I'm protecting my client's interests and that I am complying with the rules of professional responsibility that apply to IOLTA accounts. I highly recommend City National Bank if you want personal attention and care and a team that is going to be by your side each step of the way. Consider yourself lucky if your accounts are serviced by Krystle ClarkBarifa and/or Dorothy Over!”

“BEST CUSTOMER SERVICE YOU CAN POSSIBLY ASK FOR SERIOUSLY!!! I have no idea where the BRANCH MANAGER LAILA ARNERICH received her talent and skill but where ever it was I truly think its just natural because she sure does an outstanding job with everything she does from A to Z.I am a customer that uses this branch on a daily basis and I have NEVER been treated with the upmost respect that she delivers to her customers.It is funny because its not just her but I think that it is rubbing off on her employees because I just can't find 1 thing that they do wrong.I had to take this time out of my work schedule to share this with the community Design district in San Francisco. If you are receiving horrible customer care go see LAILA and Dominique these girls will be sure to take care of all your needs in a high level of urgency and also in making sure everything is correct on your accounts and most of all leaving out the door with a smile and assurance that your financials are in good hands!!! Thanks again ladies see you probably today! Best Regards Owner SF COIN SHOP Jason Greathouse”