Investing near Scotts Valley, CA

9 locations found near Scotts Valley

“If you're looking for a financial advisor call Cheryl Rebottaro at Edward Jones in Scotts Valley. Her knowledge of the industry is extensive. She listens to what is important to you and your future and then prioritizes investment decisions accordingly. She confidently shares both positive and negative insights and will spend as much time as is needed to answer questions. In addition she is a joy to work with. Cheryl and her team have given us the assurance that our finances are being optimized.”

0 Na2 Reviews

“Despite being one of the largest financial organizations, the Scotts Valley branch of Wells Fargo treats us like a neighbor. Our family has been banking at this location for decades, and they have assisted us in maneuvering various accounts and financial services successfully. Recently, we needed to restructure our account again, and the process was completely seamless.Kara Park deserves a particular shout out. She met with us multiple times, and addressed all of our issues knowledgably and kindly. Kara went above and beyond our expectations, and all the while with a smile on her face and a friendly demeanor. It was a pleasure to work with her, and to have her as part of our financial team.I highly recommend Wells Fargo, Scotts Valley based on our decades long banking relationship.”

0 Na6 Reviews

“Had a wonderful time working with Connie on a dispute on my account. Even though it was likely something I could have done in my own time, Connie stayed with me for the 1.5+ hours of navigating the WF phone services. Her customer service was incredible! Thank you, Connie!”

3.8 Good15 Reviews

“Wells Fargo ( Aptos branch ) used to be my "home" bank. Nowadays , Wells River Street is my favorite & most visited Site. It can be a little tricky getting into and out of the parking areas. All in All a good place to be. Just a few trips here, (With Google Maps as my guide) and Viola! I do all my banking here, easily.

4”

2 Poor35 Reviews

“I came in their office today to submit an application to convert my brokerage account. The front desk lady, Liliana, provided excellent customer service! She was polite, friendly, and knowledgable. She reviewed my applications and found errors so she printed new blank forms for me to complete. This saved me time because my application would be significantly delayed.

I appreciated Liliana very much!”

3 Average6 Reviews

“I had the best experience on their customer service phone line. Margarita went way out of her way to make sure I was able to remedy issues that arose after my wallet had been stolen. She took the time to explore many options before finalizing on a solution. Her warmth and friendliness made it a pleasurable interaction. Hope I get her again should I need support on future issues.”

0 Na20 Reviews