Financial Advising in San Jose, CA

9 locations found near San Jose

“Colleen was very professional, always responding to my messages in a timely manner and patiently explaining the process and addressing any questions I had. Even when she was not available Stephanie was there to make sure the process was completed within the time frame. It was a pleasant and informative process.I highly recommend First American Exchange Company.”

5 Superb87 Reviews

“Cannot recommend Richard and his team enough. They are who you want to work with if you have problems with debt, and want an efficient and viable solution to address them.”

4.9 Superb48 Reviews

“In late 2018 our company was seeking a new facility. AeroFund was professional and very responsive even through the holidays and accomplished what we needed. We also appreciated the personal customer service by Holly Fryer and the rest of the team. Great company to work with!”

5 Superb9 Reviews

“Great experience with this branch! The MSR was pleasant to work with, able to help me with my needs within the 5 mins I was there. The branch atmosphere was positive, sense of urgency within the team to jump on to assist when the line started to build up. Thanks for taking care of my financial needs!”

4.2 Good77 Reviews

“Bookkeeping involves managing a company's financial records. Here are a few key points I'd like to highlight:

- Exceptional service and a welcoming atmosphere
- Ideal location
The team is highly responsive and effective in addressing every inquiry. They have consistently maintained our financial records as scheduled. Two years ago, during our company's audit, everything went smoothly without any issues, and the CPA was thoroughly impressed with our financials records.

Our Comment:
_ Identify areas for improvement
- Place a notice on the door indicating the date and time to retrieve documents from customers.”

5 Superb7 Reviews

“Walked in without an appointment to open a brokerage account. Still the representative helped us with the application! She was friendly and warm, even helped with taking printouts. Had a smooth experience !”

3.1 Average19 Reviews

“Amichaelrichard Carter, soy un prestamista privado que concede préstamos a particulares y empresas. ¿Ha sido rechazado por tantos bancos? ¿Necesita financiación para establecer su negocio? ¿Necesita financiación para la expansión de su negocio? ¿O necesitas un préstamo personal ?. contáctenos ahora :: (michaelrichardinvestmentment @ gmall com)”

3.7 Good14 Reviews

“I have been a customer for years and have never looked anywhere else. The staff are always very friendly and helpful. We have used them for loans and checking as well as my personal finances. If you need a great business bank look no further.”

2 Poor14 Reviews

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