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“Morgan S. stands out as the finest banker I've ever come across in my entire life. Her friendly, patient, and expert demeanor shines through in every interaction. Even when facing uncertain situations, she diligently reached out to the bank's support team to confirm her responses. All in all, my visit to this branch was truly exceptional.”
“The service here was fabulous. I made an appointment to get help so that I could change title to manage my parents 5 accounts because they are no longer able. Annie took care of everything- printed all the paperwork, marked what I needed to fill in/sign, went through all of my documents, found, and made copies of the ones she needed. They notarized all 5 documents. It was all done very efficiently and at no cost. I highly recommend.”
10:00 AM - 6:00 PM
20370 Town Center Ln, Cupertino
Financial Advising
“Kelly does a great job. My taxes were complicated and she helped sort it out. She was also very resonable with her fees. She provided good guidance on some topics i am not familiar with. She was always polite and patient. I would highly recommend her.”
“I used to be a client of Cindy Shi's. Cindy took care of tax returns and 401K setup for a company I ran in the past and always addressed any tax/accounting issues with analytical solution as well as great attentiveness. The 401K portfolio she recommended and set up for the company also performed well. That was over ten years ago.Recently I visited her office for advice related to some specific accounting and investment issues. Again, I was greeted with utmost professionalism and patience, and got sound objective advice to my raised questions. I would highly recommend her for anyone who seeks professional and attentive accounting/investment service.”
“Chris is the best assistant in One Stop Financial Services!!. He always have all solutions for any have difficulties in taxes .. he NEVER say NO to anyone who come to him asking fir help .. our family is going to ask him again for big fever and we know that .. he will be full filing our request !!please try to uses One Stop Financial services .. Chris and these team will be giving you a big WOW !! Not hurt to visit and try Serious Customer Julie Crowley & family”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Very friendly and helpful. Yan responded to the inquiry very fast and scheduled a zoom meeting to discuss more details on the same day. During the meeting, she gave me a lot of suggestions and planning information. Very professional and resourceful. Definitely recommending her.”