Investing in Cupertino, CA
5 locations found near Cupertino
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Investing
Investing
“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”
8:30AM - 5PM
19620 Stevens Creek Blvd #100, Cupertino
Investing
“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!”
Investing
“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.”
9:00 AM - 5:00 PM
10260 S De Anza Blvd, Cupertino
Investing
“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.”