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“I think I need to mention William regarding his professionalism and great work ethics for customers as a bank employee.
He helped me fix unexpected account suspension issue due to Zelle transactions with Schwab Bank fraud team. It is an undeniably exceptional service to follow and has made a final result in a relatively short period of time!
Thank you William for your kind and nice conversations with me. Your help was excellent.”
“Kermit is not only an amazing CPA, but a great human being in general to boot. If you are looking for your stereotypical green visor CPA with an oxford shirt and tie - Kermit & Key Financial Solutions might not be the place for you. If you are looking for somebody with an immense depth of tax knowledge who can explain things to you in plain English - Kermit is your accountant. He is knowledgeable, personable, and just a joy to be around who helps regular people navigate our insane tax code in a cost effective, professional, and helpful way. No frills, just quality honest work.”
“We have been working with Raul (Reliantbiz) for several years. The reason that we have stayed with him for this long is because of his knowledge in tax return preparation, latest tax laws, taxes in general, investments, financial planning, and most importantly his willingness to educate us.
Raul shares his knowledge with us, he is available to listen to our concerns and questions, he returns our calls and answers our emails, and he always provides sound financial recommendations. Overall, Raul is one the nicest business men we had the privilege of knowing.
I am writing this review to say thank you to Raul and to acknowledge a small business that provides a valuable one-on-one service between the provider and the client, especially in this day and age.
Thank you Raul.”
“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.”
“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++.”
“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.”
“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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“Great service and very pleased with my returns after making the change from my last investment manager. They have met all my expectations and then some. Christopher has been great to work with.”