Investing near Woodside, CA

12 locations found near Woodside
Fisher Investments Investing

“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.”

5 Superb41 Reviews
Pacific Precious Metals Investing

“I have been to see Todd several times to move along some broken pieces of sterling and gold. He is patient honest and takes quality time and answer questions, as I was a new person to sell precious metals. For example, I had an 18k white gold band inside a lot of sterling to be melted. He put it aside and mentioned it and verified the gold content. Today he verified metal content of a recent purchase for me, which was 0 % gold . He he is my go to place for Precious metals now ! Thank you, Todd at Pacific Precious Metals.”

4.8 Superb127 Reviews
Charles Schwab Investing

“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.”

4.7 Superb41 Reviews
Charles Schwab Investing

“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++.”

3.7 Good22 Reviews
Charles Schwab Investing

“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.”

4 Good15 Reviews
Fidelity Investments Investing

“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.”

3.4 Good28 Reviews
Fidelity Investments Investing

“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.”

3 Average29 Reviews
Franklin Templeton Investing

“11.15 afternoon. It was very big and quiet on Friday. The new building is for startups and the splendid old building is for officials and managers. We listened to introduction to Franklin Templeton, Fintech and global payments. Later we had a tour. The small meeting room was like Star Trek. The garden was fabulous. We had candies. The desks can be modulated height. The living room is so bright. We took a picture with Benjamin Franklin's statue. It took us about 75 minutes to go back.”

1 Poor32 Reviews

Investing in The Nearby Cities

  1. Woodside, California