Financial Advising near Sunnyvale, CA
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21 locations found near Sunnyvale
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438 E El Camino Real, Sunnyvale CA 94087
“I had to go into the branch to meet my new financial consultant.Very courteous and helpful staff when I arrived.I was able to get everything done to my complete satisfaction in a short space of time.”
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333 W Santa Clara St #622, San Jose CA 95113
“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.”
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Expedition Ln, Milpitas CA 95035
“I have met with Christine Teh three times now. As a math teacher and professional, I have always felt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.”
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475 Alberto Way # 110, Los Gatos CA 95032
“My first time going there , they were well equipped and professional . I was helped by a young lady Yareli and helped me with my questions and well manner . I asked for business cards because I really believe this is the place to go for my co workers.”
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2055 Junction Ave Ste 115, San Jose CA 95131
“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.”
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2005 De La Cruz Blvd # 120, Santa Clara CA 95050
“I have been using JR financial for 7 years. They manage my retirement assets. I have been extremely happy with everything they have done for me. Buying stocks and annuities. Transferring funds between financial institutions. And managing my portfolio for the best financial outcome. I highly recommend JR Financial if you are looking for personal financial management support.”
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12 Ranch Dr, Milpitas CA 95035
“The reception desk was occupied, but someone from an inside office came out and helped me with my paperwork. It was handled quickly and professionally. I spent less than 5 minutes overall.”
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140 Asbury St, San Jose CA 95110
“Member service is the best service I have received in years. Huge shoutout to Kay Amado, Olivia cedano, and Carlos in lending. Glad I made the switch from another credit union.”
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1141 Ringwood Ct STE 200, San Jose CA 95131
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800 El Camino Real Suite #100, Menlo Park CA 94025
“I have been a Schwab customer for over 20 years and have gotten consistently excellent service at the Menlo Park branch. In the last 5 years I've set up multiple trust accounts at Schwab, including a couple of special needs trusts for relatives. There were some complicated issues, and Schwab handled them all flawlessly. I'm always impressed with the speed and professionalism with which Schwab addresses all my requests, questions and concerns. They are head and shoulders above any other financial institution I've used. Just superb. A++.”
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262 E Hamilton Ave B, Campbell CA 95008
“We have always had good service at Bay Area Tax. Dorothy has always been professional and gives us good tax advice when planning for the following year. Turn around of tax prep is quick. We have recommended her to friends and family.”
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70 W Hamilton Ave, Campbell CA 95008
“I have been at Bay Area Tax ever since they took over Draper and Forester which might have been 15 or more years ago. Although it may take a day or two to get response to email, someone is usually available in the office to take your call for you to leave a message as well. The one star ratings on here are bogus - most people never even used them and left one star. You want to be ripped off and pay more then go elsewhere. Dorothy now does my companies business tax return because I trust her and she does a great job.”
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236 N Santa Cruz Ave #240, Los Gatos CA 95030
“Juliette is the warmest sincere and most intelligent financial planning partner. she is a true partner and works very hard to deliver to our jointly planned metrics. Go Juliette!”
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4160 N First St, San Jose CA 95134
“I visited Fidelity with numerous questions about investing, feeling uncertain due to my limited knowledge of financial terms. Leslie warmly greeted me and provided immediate assistance. She patiently addressed every question I had, offering clear and detailed explanations about the differences between various account types and providing thoughtful guidance to help me make an informed decision. Her expertise and approachable demeanor made the experience exceptionally positive, solidifying my decision to continue with my Fidelity account and explore more of their services. Thank you, Leslie, for your outstanding customer service and invaluable support. I highly recommend this branch to anyone seeking knowledgeable and friendly assistance!”
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335 N Santa Cruz Ave, Los Gatos CA 95030
“Today I got some great help from Diego who called me right on time for our appointment. Diego knew how to help me with my retirement account and could explain the steps I needed to take. He made it easy to get the results I wanted in an efficient way. He is in the office and can help you with online matters. I highly recommend Diego who is professional and friendly.”
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19620 Stevens Creek Blvd #100, Cupertino CA 95014
“The staff is very helpful and thorough. Had to submit an application for opening a trust account, the girls at the desk thoroughly checked the paperwork and advised me for all necessary information. Much better experience than a competitor brokerage that just wanted my $$.”
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2665 Marine Way Suite 1110, Mountain View CA 94043
“Apex was my long and overdue solution to my Tax issues I had over the years. I have tried all of the standard solutions over the years, and slowly my tax returns shrunk farther and farther. Apex was able to refile past taxes, accounting for appropriate deductions and fixing errors from previous tax solutions, and also helped me prepare going forward to maximize my deductions (Job, stocks and otherwise) and allowed me to get the return I should have had for many years.10/10.”
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240 3rd St #100, Los Altos CA 94022
“Joseph is great! He is welcoming, patient and knowledgeable. He is able to solve my account problems promptly and efficiently. It’s important to have the client feel confident on the device and knows some can always get professional support.”
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2580 W El Camino Real Suite 9, Mountain View CA 94040
“On the contrary to other reviews, I had a very positive experience today. Had an appointment at 9.30am, I was there sharp at 9am. After the front desk person checked me in, I was greeted by the specialist at 9.10. Everything was done within half an hour. Very clean office, with a coffee machine. Got the job done.”
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251 University Ave, Palo Alto CA 94301
“I’ve had a great experience with Richard Amaechi as my advisor. He’s really knowledgeable and personable. The front desk is super helpful too, I needed a document notarized and they helped me out with it.”
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30 S 1st St, Campbell CA 95008
“I had good service Great help and smooth sailing during the ameritrade transition.The new place is closer to home too! I can stroll over and get assistance My only concern is thr old platform was better than Schwab!!”
