Investing near Belmont, CA

“We've had a really great experience with Ballast Point — and we feel much more knowledgable about our finances. Drew and the team help us put together a budget, handled taxes, and plan for company stock.”

“A first-time customer visiting their physical office because I couldn't complete opening an account online from home.There's no front desk, but the staff was prompt to check in with me when one of them finally had a moment before assisting his other client.The total wait time was about 40 minutes (I arrived at noon), but again, the staffs did what they could when they could... to check in with me twice and to ensure I'm not just being abandoned, lol.And all I had to do was complete opening a new account on their iPad... which was sitting on the desk where I was waiting. I wish they would have just told me to try that while they're busy with other client.But now we know...Overall, very nice staffs and I got what I needed to be done.”

“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.”

“I have been an occasional customer of the Wells Fargo Bank branch in downtown San Mateo for years. My experiences here have always been great. Located on 4th Avenue, the bank is one of few establishments in the area with its own parking lot. At times, the lot can be at full capacity, forcing customers to either idly wait for a space to free up or to park at a nearby public lot and walk a short distance. The branch offers an ATM machine at the front entrance and a few more at the rear of the building, facing the parking lot. Inside, the spacious and clean venue provides seating in the lobby area, new accounts section, and nearby the back entrance. Service is typically quick and smooth, even if you fall into a long queue. During my most recent visit on the afternoon of Tuesday, December 12, 2023, the tellers were very friendly and served customers with warmth and smiles. I was so impressed that I was compelled to ask to speak to the Manager on Duty to provide my positive experience, sharing my observations of client support from individuals who appeared to prioritize customer care with enjoyment. The Manager thanked me for the accolades given and agreed that the hard-working tellers deserved the recognition. Banking can feel like a tedious chore. Thank you, Wells Fargo Downtown San Mateo, for demonstrating that a trip to the bank doesn't need to be dreary nor unenjoyable.”

“Strongly recommended, i would like to give them 10 start to this branch but i can't. We been working with them for about 6, they are so friendly, Helpfully, Kindly, Tellers, Bankers, Managements, Business Bankers, etc. It's feel like home, they always are ready to help. I don't know why they have bad reviews about this branch, i been in a lot is WF Banks, but this one is my favorite !!”

“Big shoutout to Sunny Yang at San Mateo branch! Seriously, she's hands down one of the best consultants I've ever teamed up with.So, we had this task of shifting some assets over to Schwab from another company. You know how it goes, tons of roadblocks: forms everywhere, notary stuff, and all that jazz. We were making calls left and right to our assigned agent, but they were slow as molasses in January and didn't really help. Enter Sunny Yang – she's the real MVP. She spotted our pending case in the system and reached out, offering her wizard-like assistance. Super responsive, friendly, and total pro vibes. She stepped up and started making requests for us, sending us options, and basically guiding us through the maze. Thanks to her, we managed to sail through the transfer like a breeze. Wwithout her, I'm not even sure we'd have pulled it off.Keep rocking, Sunny! ??”

“Elizabeth was incredibly helpful in assisting me with a rental payment direct deposit, and even provided me with additional resources to simplify the process for future payments. Thank you for a fantastic customer experience!”

“I may have concurred with the 2 star rating across the board however I think Wells Fargo has accomplished a lovely thing. By chance and never expecting to become a client, I visited the Santa Cruz Ave, Menlo Park branch to take care of some Wells Fargo specific banking needs. Thankfully, I had someone who was an account holder but much to my surprise, the customer service was absolutely amazing. Having been a 20 yr client of "conservative" Union Bank, what a refreshing ease of transaction for a change! Fast forward a few months, had the same " in house, Wells Fargo need" Called blindly on New Years Eve! The branch manager picked up, within 1 hr, was at the branch, an assigned account manager addressing my needs and out the door, SUPER thrilled to be a new client and my banking needs addressed to a tee. Based on my previous interactions and a recent account opening at another bank up the street (acronym: BA") I can truly say, BRAVO. The fact that this branch doesn't treat clients like internet hackers, money launderers or down enemy #1 is truly an appreciated and a welcomed look. Thank you Wells Fargo, Santa Cruz Ave, Menlo Park Branch. (Resident in the area since 1980.)”

“With all the covid upheaval from the past 2 years, the branch is now open during business hours 5 days/week. The tellers are great, very friendly and doing their best with a small staff. I miss the old B of A before the remodel of about 10 years ago. The atmosphere was more welcoming. But I guess the changes were necessary from a financial and security viewpoint. I'm grateful to have a bank and ATM that I can walk to.”

“Christanie deserves a raise!!! I came to fidelity this afternoon feeling so overwhelmed with managing my accounts. She broke everything down for me step by step and I left feeling confident about my finances!”

“I walked in extremely confused about how to go about transferring funds from one institution to another. Frank Benson was so helpful from the get-go! He hopped on the phone with me and the other institution to help facilitate the transfer. I had my 2 pups with me and he was even kind enough to grab some dog treats for them as we waited. Thank you for explaining the whole process so thoroughly and kindly!”