Investing near Daly City, CA

“Im from LA I called the Daly city Bdo remit for few question about my BDO bank account,Nice people they help me and guide me answer all my question even they are limited of what they can do bec they are BDO remit not a bank.Sorry I forgot your name MR COOL GUY Insert your name. _____.Thank you, I hope all people like you goodvibes for 2022 a kind of GOOD PILIPINO very polite and helful.THANK YOU, GOD BLESS wear you face mask be safe!!!”

“After reading the reviews of this location I don't want to go there. I was going to go there to get some info of my dads account if he still had an open or closed account but I figure to check them out for myself we will stop by today by 9am and will update this review once we see how they will treat us. To be continued...UPDATE:Went to this location about 9am and to my surprise I got immediate help, there was 3 workers there and I was able to complete my task in less than half an hour, I would say that the old reviews showing from 10 months ago it's possible that the workers that gave bad customer service are long gone or possibly have moved on out of this location but for this first time here I will say I had a great experience and was taken care of in a timely manor.”

“One of the most honest streamers on Whatnot! Anton only wants to make fair deals and not trying to get over on anybody. Great customer service you can tell actually he cares!Fast Shipping and great packaging.You want to do business with Anton from Polyak Precious Metals. I will be!!!”

“Rick's Financial Zen program is the best one out there if you want your financial house in order! My fiancé and I went through the foundation program and really acquired the confidence for our future with Rick's help.

He's been so responsive and engaging throughout the process, introduced us to his resourceful network and setting us up for success. We really like his energy right off the bat and we are happy Financial Zen members that will stick around.”

“Alex and Colby are extremely knowledgeable and helpful, always very responsive and informative, and give expert guidance on all of our complex financial planning questions that's very data-driven and really tailored to my financial situation.”

“I actually found Amerinote online when I was searching for a company to buy a note that I was carrying. I talked with them as well as two other companies and this company was very quick to answer my questions transparent with their information and easy to talk to. At the end of the day the process was quick went according to their plan with the exception of the title company taking an extra couple of weeks. Unfortunately that was outside of their control but the closing went quickly when it took place and funds were wire transferred nearly immediately. Give these guys a few thumbs up!”

“I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals. Despite studying economics, I didn't really understand how to even get started with planning my finances, and they really have made it easy. It's great that they also have expanded their practice to serve clients in Texas where I am.”

“Having Citrine handle our financial plan has been an incredible investment in our family's stability, confidence, and overall happiness. We began working with Nick at Citrine about nine months ago, and in those nine months our financial wellbeing has improved dramatically. It's an incredible service and team. Highly recommend!”

“My experience at First Republic Bank was nothing short of exceptional, thanks to Sean who epitomized what superb customer care should be. His personalized approach not only makes one feel valued but also well-informed. Sean was diligent, efficient, and exceedingly helpful, showcasing the essence of customer-centric service that First Republic is known for.The cherry on top was the delightful swag, a thoughtful gesture that added a nice touch to the overall banking experience. It’s these little nuances that set First Republic apart in a sea of corporatized banking entities.I hope JP Morgan Chase ensures the intrinsic values which make First Republic a choice bank for many, remain intact. The personal touch, thoroughness, and genuine care for customers are the cornerstone of First Republic's identity, and what keeps customers coming back.”

“Bill Shine is a master! He knows exactly how to help you strategize your tax liability to save you money and time. With IRS tax requirements ever changing you'll be in good hands with Bill. Yoda!”

“THIS IS MY BANK FOR 12 YEARS NOW.Opened one in the South San Francisco Branch and Kathy took care of me. My cousin referred me to her. Very pleasant and happy person. She is retired now. Then, most of my transactions/ request now is in this branch.Gina, always there poised to help me in my needs. Consistency is the key. Am pleased.Thank you WellsFargo for the years of service in my needs.Hopefully to build more blessings to my financial status and you always there for me.Manifesting great fortune to you and your staff / family.Stay strong always.Again, thank you very much.JM”

“Years and years of great memories of this bank with the best service ever! Actually extraordinary! Raymond and his staff will always be the best bar ever set. The end of an era...”

“I am single and divorced of modest means. Having Julie and her team’s counsel helps me rest easy knowing that I have a sound strategy informed by seasoned experience practitioners. I have savings and income goals that keep me focused and I do not get overwhelmed. Not only do I have a plan with an annual check up, Julie is responsive as I execute my plan. She makes adjustments in real time as the market changes as I make transactions. I rest easy and worry less about being single growing older.”

“The SFFCU on California is wonderful. They’re fast, kind, helpful and flexible. Whether I need financial advice, to have something notarized, or just to get quarters they can make it happen. I’d highly recommend this branch!”

“City National Bank was recommended to me by another attorney when I was looking for an institution to hold my IOLTA account for my law firm. The recommendation was based on the personal attention clients receive. As soon as I approached City National Bank with interest in opening a business account and a personal account, a Krystle ClarkeBarifa, the branch manager, assembled a team to meet with me personally to go over the various different account types and banking services and took the time to understand my specific needs before recommending the perfect bundle of services. The same team that onboarded me has remained with me over the two years I have been banking at City National Bank. They are personally accessible to me by email and phone and even text message. Their prompt attention and responsiveness make me feel like the folks at City National Bank really care about my banking experience, regardless of the size of my accounts. As an attorney and someone who manages client funds, this level of service provides me the confidence of knowing I'm protecting my client's interests and that I am complying with the rules of professional responsibility that apply to IOLTA accounts. I highly recommend City National Bank if you want personal attention and care and a team that is going to be by your side each step of the way. Consider yourself lucky if your accounts are serviced by Krystle ClarkBarifa and/or Dorothy Over!”

“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.”

“Strongly recommended, i would like to give them 10 start to this branch but i can't. We been working with them for about 6, they are so friendly, Helpfully, Kindly, Tellers, Bankers, Managements, Business Bankers, etc. It's feel like home, they always are ready to help. I don't know why they have bad reviews about this branch, i been in a lot is WF Banks, but this one is my favorite !!”

“BEST CUSTOMER SERVICE YOU CAN POSSIBLY ASK FOR SERIOUSLY!!! I have no idea where the BRANCH MANAGER LAILA ARNERICH received her talent and skill but where ever it was I truly think its just natural because she sure does an outstanding job with everything she does from A to Z.I am a customer that uses this branch on a daily basis and I have NEVER been treated with the upmost respect that she delivers to her customers.It is funny because its not just her but I think that it is rubbing off on her employees because I just can't find 1 thing that they do wrong.I had to take this time out of my work schedule to share this with the community Design district in San Francisco. If you are receiving horrible customer care go see LAILA and Dominique these girls will be sure to take care of all your needs in a high level of urgency and also in making sure everything is correct on your accounts and most of all leaving out the door with a smile and assurance that your financials are in good hands!!! Thanks again ladies see you probably today! Best Regards Owner SF COIN SHOP Jason Greathouse”

“I came to inquire about transferring my niece's IRAs from an insurance company that had underwhelming performance with them for the last five years and was very satisfied with the high level of professionalism at this branch. From the moment I entered the spacious office I was greeted warmly and availed even assistance from a vice president Mr. Steven Chou Silver who was more than gracious and answered all the technical questions of the planned transfer to this office. These technical questions that even my CPA had to dig to answer was addressed fully to my satisfaction and they will soon have a new customer rest assured.”

“I have been a customer of Wells Fargo for many years...I had to go to this office because my eldest sister passed away and she had a safety deposit box. Of course we had to complete all the legal work. I made an appointment with banker (Sanjeev Kumar) to close out the box to drive up to San Francisco later in the week. I was very happy that because we had the keys and the paperwork, we were able to accomplish what we needed in less than an hour. I read all of the negative reviews but I personally have never experienced poor treatment. I've been banking with them for many years but my usual bank is located down the peninsula. This bank has been a family bank for over 30 years without any issues.”

“Fredelice spent over an hour with me helping to clear up a few items on my accounts. I really appreciated her patience and how she advocated for me with the customer service line. I also witnessed another banker named Victor be extremely helpful with a different customer. Thank you!”

“I'm writing this about Fidelity Investments in general, not the Montgomery St office in particular. I saw all of these bad reviews (while looking for lunch restaurants near that office) and think a corrective is important. I don't like the Montgomery St office either. The staff is under-informed and has been rude to me on multiple occasions. However, the location is not why I still have money with Fidelity. This point needs to be made. Fidelity is a very safe place to keep your money. It's very easy to trade online. Fees are among the lowest, if not the lowest, in the industry. I have accounts with other banks and brokerage houses, so I can compare. Their phone service, while imperfect, is also good compared to other brokerages. You can usually sort out problems quickly.You have to accept the weak points. Montgomery St staff are like time-share sales people: they always push hard, repeatedly, for you to invest in something that you don't want. (Before it was annuities; now it's some sort of private-investing tax-loss-harvesting scheme.) So when you meet with any of them 1-on-1, you have to be prepared for it to be 80% unwanted sales pitch. But the other 20% is often useful information.Montgomery office staff are also horrible snobs. On my last visit the guy told me in no uncertain terms how little my amount of money means to Fidelity, and how much money his important clients have. Got it. BUT he also showed me how to quickly increase the amount of interest I'm getting on my core account. I had to put up with the obnoxious snobbery, but I got something valuable from it. That's not the first time.In short, yes, the Montgomery office is awful. Going there today and maybe once again they will sneer at me because I'm not going in a suit and tie. But the Montgomery office is not Fidelity.”