Investing near San Ramon, CA
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18 locations found near San Ramon
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3150 Crow Canyon Road, San Ramon CA 94583
“I was extremely happy having Gilian Qian help me set up a second family trust account for my deceased mother. Gillian was very knowlegable about trusts and did a great job in answering all my questions.”
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1330 N Broadway, Walnut Creek CA 94596
“After years of not being able to wear my ring due to weight gain and what I thought was rhodium rubbing off, I was advised to have my engagement ring tested for anything out of the ordinary. As you can imagine, I was already suffering from anxiety about what could be happening to my engagement ring. Ron at Pacific Precious Metals opened the door at 10am and immediately saw that I needed answers. James, if you're reading this, Ron was awesome. He put my mind at ease and explained several possible scenarios to me. The BEST customer service I've had in a really, really long time. I did not know what to expect when I got there or how the process went. It really was pretty swift, and I believe I was in and out in less than 20 minutes. Ron, THANK YOU so much! It was such a pleasure working with you. I wish you all the best.”
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877 Ygnacio Valley Rd, Walnut Creek CA 94596
“Upon the recommendation from several colleagues who are Pat Vitucci satisfied and "happy with his service" customers, I attended one of his financial seminars. I discovered that Vitucci and Associates have and are performing at the very top of the nation's broker-dealers. So, after meeting the man personally, I decided to utilize his services. Through numerous and significant market fluctuations, I candidly state they "protected me from myself" on more than one occasion and as a customer, I am satisfied. Further, it appeals to me to have an experienced, local go-to person for my financial needs rather than some "order-taker" for one of many large investment firms. So far I am happy with Vitucci and Associates, highly-recommend them, and will continue with them into the foreseeable future.”
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500 La Gonda Way Ste 205, Danville CA 94526
“These guys are simply the best. My wife and I worked through several other wealth management providers before finding a home here with Jeremy and the Conversant Wealth Management team. We haven’t regretted it and we haven’t looked back! Jeremy always ensures that we are valued clients, he keeps us up-to-date with established quarterlycheck-ins, but is always available at any time whenever we have questions or are requesting his guidance. They use all of the most advanced wealth management tools that provide us the ultimate visibility into how we are performing, allowing us to stay on track with our goals and make adjustments in real-time. Highly suggest Conversant for your wealth management needs!”
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2001 North Main Street Unit 410, Walnut Creek CA 94596
“We worked with Tom Balk over the last few months in the process of buying our first home and we couldn't be happier. First of all, Tom is incredibly easy to work with. He explained all of the details and what to expect throughout the entire process and took all of my (dozens) of phone calls. Professionally and friendly since day one. Second, Wells Fargo has the best mortgage rates in the industry by far. Glad we went with Tom and would recommend his services/Wells Fargo to anyone looking for a great experience.”
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6200 Stoneridge Mall Road Ste 100, Pleasanton CA 94588
“Jacob was outstanding. Had to show up in person because my 401k rollover check could not be processed online. The online customer service team lagged on it for 2 weeks before finally advising me to drop by a local branch. I was skeptical but I drove over… then was pleasantly surprised at how smoothly it went. This team knows what they’re doing!”
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2001 North Main Street Ste 100, Walnut Creek CA 94596
“I've worked with Jacqueline Kwan from November 2025 to date and found her knowledge, alertness of mind and attiude and desire to help exceptional. She is one of the best in the industry.”
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4725 First Street Suite 275, Pleasanton CA 94566
“Greg has a very sharp pencil. He and his team at Adap Tax took on my complicated tax return and grew roses. Not only did he thoroughly go through every aspect of my filing, he stayed in touch with me either by phone or Email. Whew! Glad my smart son recommended him.”
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1231 South California Boulevard, Walnut Creek CA 94596
“Today, my daughter and I had a walk-in at this Walnut Creek branch. We were greeted by a willing lady at the reception desk. While walking us through a couple of paperwork thingies to take care of, her assistance simply wowed us. At banks, opening an account would take a long, convoluted process, but it was quickly and easily done. Same thing for the other one, more complicated, since it related to a living trust. On our way back home in the car, we kept talking about how efficient and effective her help was. She was impressively knowledgeable and professional. Even more impressive was her demeanor - cheerful, delightful, and uplifting. She also gave us a few tips, which helped us make an informed decision. Wow. We had no idea how come this branch got a low rating. When we had seen the lackluster ratings, it lowered our expectations when we stepped in, but we were in for a pleasant surprise. 5-star, hands down, to us!”
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3500 Castro Valley Blvd, Castro Valley CA 94546
“This was my first time going inside a bank in quite awhile (I, like most, do everything online plus I'm a credit union member). I made an appointment online at this branch as I needed to take care of some estate business. My appointment was with Jesus Ruiz. I was extremely pleased with our interaction. Jesus was very professional as well as knowledgeable and efficient. I came to my appointment not sure of exactly what I needed to do and he made the process very easy. Thanks Jesus!”
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1676 North California Boulevard Ste 119, Walnut Creek CA 94596
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4309 Hacienda Dr Ste 200, Pleasanton CA 94588
“Chase Henley is an amazingly talented individual. He has helped get me, several members of my family and close friends get set up with investing. He is always available to answer any questions or concerns that I have. He is fast to respond and sends out helpful information via email with important dates and reminders. I could not recommend a better person and company to work with.”
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2033 N Main St #800, Walnut Creek CA 94596
“I am so pleased with my investments. My money has increased by leaps and bounds. I totally trust Mike Forman and Terri Detrie. Thanks to their advice I am able to retire in comfort. Their advice and has been amazing. Paulene R .”
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1331 North California Boulevard Ste 400/700, Walnut Creek CA 94596
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1330 N Main St, Walnut Creek CA 94596
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1333 N California Blvd UNIT 133, Walnut Creek CA 94596
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1333 N California Blvd UNIT 133, Walnut Creek CA 94596
