Investing near Benicia, CA

15 locations found near Benicia

“Couldn't be happier with the service we received! We came on as new clients and Ken went above and beyond to transition us to Edward Jones. He is extremely knowledge and capable of thinking outside the box to meet the needs of client's circumstances. Our #1 goal was to purchase a home and he made the process so quick and seamless! He worked to find us an amazing rate and helped us though the process by communicating with the lender. We were up against a tight timeline and he was there to take every phone call and squeeze in last minute zoom meetings. We truly appreciate all the dedication and hard work he put into making the purchase of our home happen.”

5 Superb1 Reviews

“I don't know why it was only given a three star! I have never once in over six years walked out feeling slighted or upset about service. Everyone behind the window is knowledgeable quick efficient and friendly. The officers as well. !”

3.7 Good19 Reviews

“Fidelity has managed my Roth IRAs and Investments since 2014 and have done a wonderful job. With the current down turn in the market, they have managed to still bring in interest.”

3.4 Good14 Reviews

“Upon the recommendation from several colleagues who are Pat Vitucci satisfied and "happy with his service" customers, I attended one of his financial seminars. I discovered that Vitucci and Associates have and are performing at the very top of the nation's broker-dealers. So, after meeting the man personally, I decided to utilize his services. Through numerous and significant market fluctuations, I candidly state they "protected me from myself" on more than one occasion and as a customer, I am satisfied. Further, it appeals to me to have an experienced, local go-to person for my financial needs rather than some "order-taker" for one of many large investment firms. So far I am happy with Vitucci and Associates, highly-recommend them, and will continue with them into the foreseeable future.”

2.9 Average6 Reviews

“Hi All,Just a few words about this managementorganization. They do provide great service & advice offering to us since 2003. The advisers are always ready to answer any & all questions. I can say i have not had any problems.”

2.3 Poor4 Reviews

“This was my first time at this branch to meet with a banker to speak about an issue I was having with my account. I went in very frustrated but with the help I received from Andrés Orduno(I believe that is how you spell his last name) I walked out very happy and satisfied with the service I received. He was very helpful in resolving my issue and very patient throughout the whole process.”

2.3 Poor22 Reviews

“We worked with Tom Balk over the last few months in the process of buying our first home and we couldn't be happier. First of all, Tom is incredibly easy to work with. He explained all of the details and what to expect throughout the entire process and took all of my (dozens) of phone calls. Professionally and friendly since day one. Second, Wells Fargo has the best mortgage rates in the industry by far. Glad we went with Tom and would recommend his services/Wells Fargo to anyone looking for a great experience.”

5 Superb8 Reviews

“Wow I received excellent customer service today. Everyone here is friendly and helpful. I had misplaced a money order both the manager and abanker named Vanessa helped me resolve my problem. They were able to stop payment for the lost money order. Yes, there is a fee but I needed to cancel it and get a new one for my work. Vanessa found out all the information and made several calls to make sure everything was done correctly. Yay! I got my new money order for my work. I really like baking with Wells Fargo and recommend this location.”

1.2 Poor17 Reviews