Investing near Upland, CA

“I have had a Charles Schwab Checking and Brokerage accounts for several years.. The reason I have their accounts is for International travel. Do all my business online and have never had a problem, I didn't even know they had in person service. So my 4 stars is for Online. It is apparent( from Reviews) that the Branch service is Systemically Broken. That is not acceptable.”

“I opened an account here and have an appointment with a lady who works here to go over the phone on Monday at 3pm to work on the account. But she did not fulfill this agreement. I called her and left a voice message, but she did not reply me. I called her again the next day and left a voice message, but she still did not reply me. I had to drive 40 miles there on Wednesday afternoon to seek a solution. We were met by Joseph who was very patient and tried his best to help us. His professional attitude made us feel very good. Thank you very much for Joseph's help. His kindness and professionalism have restored our confidence in Fidelity.”

“Today, I came in with my 2 kids to turn in some change in exchange for bills. The bank teller (female) who greeted me was very nice and helpful. She showed me how to insert the change into the change rolls and she showed me how to close the roll when it's full. As I was in the process of putting the change into the rolls I was again greeted by a gentlemen named Kiely (Kiley). He was so nice and patient with me. He went out of his way to help me count the change I had with a change counter, he then helped me add the change into the rolls. Not to mention he waited in line with me and when it was my turn he asked the teller to help me and she too was just as nice as everyone else. Oh, I forgot to mention, as I was walking to the line some of the change had fallen out of the rolls. Kiely (the gentleman) helped me pick them up and put them back into the rolls (still being patient). I started to apologize to him and he reassures me that everything was okay and not to worry about it. As I was leaving he held the door open for me and my 2 kiddos and also for people who were entering. Overall my first time experience here was AMAZING!!!! I'd definitely come back and recommend this bank to anyone. Thank you Wells Fargo members for helping me today 2/22/23. It truly meant a lot to me.”