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“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.”
“I have banked with BofA all my adult life but recently had the opportunity of interacting with City National Bank (Burlingame Office), and Anna Peng in particular, as member of our HOA Board of Directors since our HOA banked with them. I found Anna very helpful and responsive. You can tell they really know all their clients and their needs.”
10:00 AM - 5:00 PM
1450 Howard Ave, Burlingame
Financial Advising
“Ezequiel is the best banker, not just because he has the same name as me! Giesi and Justine are dope, the manager is cool he will get your finances into shape! , I think they should all get a raise and a fully payed vacation, they are awesome !! Please hire more people like them.”
10:00 AM - 5:00 PM
1450 Howard Ave, Burlingame
Financial Advising
“Harry Jeung CPA has been doing taxes for our company the last few years & they always guide us about our deductions & explain tax laws. We send them our QuickBook files so they can see our records. Highly recommend them!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“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.”