Investing in Berkeley, CA

“Over the past year I have worked with Sunita Joseph and Erik Erikson. Both have been helpful and professional. They have guided me into organizing my finances and making plans for the future of my retirement. I was informed about options but was never pushed in any direction. After working with them I have more peace of mind, knowledge and organization.”

“The bankers here are very professional helpful and thorough. The building is a historic landmark the former HQ for Wells Fargo and the branch is architecturally intact and preserved. Also this is the only one of the big banks that the phones are still answered at the branch level. Aysha was very helpful”

“I just went in on some light banking questions and the teller came right up to the window immediately and asked me to come over. He was followed by the manager who introduced herself which I thought was very cool. I mentioned to them that I was at a branch in the next town. But this one's more convenient to my house and was told that. I'm very welcome to do business with him at any time I'd like.I like customer service like this. It's nice to see some place that I can walk into and feel like a valued customer. And don't misunderstand me the people at the bank that I'm currently at are just as nights. This one just happens to be closer to my house.They will definitely see my business again.”

“As a walk-in, I found the Fidelity advisor who pleasantly greeted me to be very professional, knowledgeable and super helpful in that he quickly assessed my situation, went over my paperwork with me, and explained my financial options. Impressive!”

“I usually don't write a lot of comments but for this particular place I will after all this nonsense from people. I come here twice a month to cash my check. I have never had a bad experience with any of the employees. But on the other hand most of their customers are so DEMANDING. They treat employees like trash and not like human beings. I have witness several times customers being impatient, disrespectful and using profanity towards them. I understand that we are all going through difficult times but it doesn't mean that us as customers are to treat them badly. It seems like nobody has ever worked in customer service nor understand what happens behind the scenes. Yes there is always room for improvement but non of us are able to judge!!! Because people write down things here but never share how they approached the bank employee- did you arrive yelling? Did you demand instead of listening?. I only want to say. Analyze how you react and treat people like you want you to be treated. Not because we are customers it means that we get to treat people who are putting their life's at risk and leave their family like trash. I truly believe in karma and what ever you wish for will come back to you. WHY IS IT SO HARD TO BE HUBBLE NOW IN DAYS????????”