Investing near El Monte, CA

21 locations found near El Monte
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“Spoke to Earl about investing some money. He provided very solid advice about my current life situation. He is really genuine and cares about helping individuals. I'm really grateful for his help. Even though I couldn't invest with him at the moment. I really look forward to working with him in the near future.”

5 Superb23 Reviews

“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”

4.7 Superb19 Reviews

“Very intuitive platform and easy to use. Linking with ETC made the transition extremely smooth and simple. Only complaint I have is after I was approved and started trading I had questions about some of the fees that weren’t answered. Other than that, very positive experience.”

4.7 Superb14 Reviews

“Wow, I am lost for words! The level of service and professionalism was beyond my expectations. She was able to help me after hours; when everyone advertises 24/7, she really means 24/7, we needed help at 11:30 pm, it was an emergency, and Natalie was there to help, showed up on time, and was very reasonably priced for the time, more importantly, she helped me take care of my needs. I RECOMMEND her for ALL your financial needs!”

5 Superb8 Reviews

“I can't say enough good words about Schwab. Their banking and investing products are smart and easy to use and their customer service is impeccable. This office has challenging parking, so give yourself a few extra minutes when you visit.”

3.8 Good29 Reviews

“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”

5 Superb4 Reviews

“Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.”

4.2 Good6 Reviews

“I only bank at this Wells Fargo branch. it is by far the best Wells Fargo branch around. they just know how to deal with customers on a very professional level rather than the impersonal treatment at some other branches. Manager Jen is very efficient and helpful. Teller Josie is great and always helps me with such kindness and explains everything so well to me. Nic Pons, my banker is absolutely terrific. and I do not know what I would do if I didn't have Nic to service my accounts. Yes, expect longer wait times since less staff but that is happening everywhere -- this is a part of modern reality. When it is your turn, you will be treated with respect and given great service. I never have to wait that long in line despite less staff now than they had pre-pandemic.”

3.9 Good7 Reviews

“Absolutely highly recommend Emma. She is thorough. She explains everything very well and works with you to accomplish your goals while also ensuring you are set in the event of an emergency. I appreciate and value her guidance so much.”

5 Superb3 Reviews

“Excellent customer service and staff is really nice. Everything was explained clearly when opening my new account. I'm very happy to use this locations services. Excellent visit for my first time especially first time banking with Wellsfargo.”

3 Average27 Reviews

“'Relationship Banker' Chantel Garcia put the relationship into banking with her and Wells Fargo. She is very professional yet personable. She is out going and knowledgeable. And knowledgeable is an understatement. She treats all accounts as if it was family she was interacting with. She is smart enough to know that if you're not happy with how your money is being handled that you will take your business somewhere else. And Chantel doesn't use over the top lingo where one can get confused or lost in the conversations.”

3.1 Average7 Reviews

“I was on my way to pick up my Mom for our Saturday food run at the San Gabriel Valley area. Before doing so, I needed to go to Wells Fargo Bank (WFB) to exchange lots of rolled up coins for some bills. I found this WFB off of Azusa Ave which is less than a couple miles from the 210 Fwy. I said perfect! I didn't know that this WFB is in a historic building built in 1906. WOW!!! That is about 118 years old. Amazing how historical sites still surround us in today's times. I felt like I was banking in the past, but in modern colors. The old door trimmings were still in tact. The steel gate outside of the vault is still there. The high ceiling beams had beautiful art. I was admiring the look and feel of the bank while standing in line. It was humbling. I actually had a tearful moment. Maybe I was there before at one point in a past life... who knows. Anyway, it was very busy. There were about 20 people in front of me. I stuck through it. Once it was my turn, I walked up to the bank teller and started engaging in the exchange transaction. Bank teller was pleasant and friendly. It took a little while for them to count the rolls since I had a few hundred dollars to exchange. They have these trays to help them expedite the count. Funny, the bank teller thought one of my penny rolls was short so she had to take out one roll and double check which was fine with me. I didn't take it personally. I want to make sure the bank got the right amount of coins for the bills they were going to give me LOL. It should always be a fair and even exchange LOL. After all was said and done, bank got my coins and I got my bills! Thank you WFB!!!”

3.7 Good3 Reviews

“Service is fast and quick!! Non-cash bank. Lots of parking. Good to bank and out in no time. Used to come before work and finish like in 5 minutes. Quick stop. They offer tea and coffee.”

3.2 Average5 Reviews

“This is a small office, and even though there was a line on today's busy day, they were pretty quick and very friendly. I live nearby, so it's great to have this location here.”

2.5 Average30 Reviews

“My daughters and I were in the San Gabriel Valley (SGV) area for lunch with my dear friends. After lunch, we did our food run for the week, but I didn't have much cash on me. We found this Wells Fargo on Walnut Grove just a few minutes from the food court where we were heading. And it's in the same shopping center as Walmart. Funny, I have been a SGVer for the last 4+ decades and I have never shopped at Walmart out in SGV... maybe because I am normally out here to eat and shop for Asian stuff LOL. Anyway, this Wells Fargo has two ATMs for use. It doesn't look like a big bank from the outside, but looks can be deceiving. It was a very quick ATM visit indeed. Looks pretty clean outside. However, what caught my eyes were the two trash bins nearby adjacent to the bank. Not sure if the trash bins belong to the bank... I doubt it, but they were nicely covered so they don't appear to be trash bins. I'll be back to use this bank when on the south side of SGV. Yes, there is also a Wells Fargo on the north side that I use LOL. Gotta cover all compass of banks.”

3 Average3 Reviews

“This review is only for the Bank Manager Diana Aguilera. She is awesome! She helped us do a wire for a purchase, and her customer service is top-notch. It is so hard to find good service like this these days. Thank you Diana!”

2.2 Poor12 Reviews

“Update - because nothing is easy, it has taken over 90 days to get a part of this matter resolved. Kudos to Regional Manager Walter Wodtke who went above and beyond to handle my affairs. So far, so good. (I'm still taking my business elsewhere; however, at least I am confident that I can still receive first class care as long as Walt is around.)”

2.1 Poor9 Reviews

“I didn't have a appointment I walked in to the Wells Fargo and the teller Maria Sandoval was very helpful, patient with myself! She was able to resolve my problem. From now on I'm booking every bank appointment with her, she speaks English and Spanish.”

1.8 Poor17 Reviews

“Thanks to Ana I was able to get in and get out with all the information I needed. She's an asset anywhere she works. I asked for multiple things and she didn't once say I can't do that, she always said let's see how we can do.”

1.7 Poor6 Reviews

“I went with my grandparents to this bank, and KEVIN QUINTANILLA was very helpful and very kind with them. We don't have an appointment and he help them I was very happy because in this days is very difficult find people like him THANK YOU for you help. God bless you.”

1.7 Poor7 Reviews

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