Financial Advising in Cupertino, CA
6 locations found near Cupertino
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Financial Advising
Financial Advising
“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.”
Financial Advising
“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
“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.”
Financial Advising
“Writing for my parents because they don't have a yelp account. All I have to say is Ms. Ruth Phillips was extremely knowledgeable and helpful! She was able to quickly resolve my parent's issues. I have nothing but good things to say about her and will ask her if we have any issues in the future. Thank you!”
Financial Advising
“The customer service at FRB is incredible. Max, the branch manager is friendly and the team is always helpful and ready to go the extra mile. I had some foreign currency I wanted to deposit and they just took care of it no questions asked. When I was in New York during a downpour of rain, I dropped into the local FRB branch and they provided my family with freshly baked warm cookies and FRB branded umbrellas. Seriously I'm really happy working with this bank and I highly encourage anyone to check them out.”
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“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.”