Investing near Foster City, CA
30 locations found near Foster City
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8:00 AM - 9:00 PM
301 University Ave, Palo Alto
Investing
“Angela helped me with home loan for primary purchase this year. I have to admit that Angela is the best loan agent I ever met - she is a very professional, knowledgeable, resourceful and highly responsive agent. Her team worked quite efficiently and helped me close the loan within 15 days - this is very impressive, especially during the COVID period when a lot of things such as appraisal take much longer time than before. Additionally, she helped me get the lowest rate in the market(0.25-0.5 point lower than other lenders like BOA, Chase, Citi etc.） I always feel lucky and grateful that I have Angela as my agent and I would highly recommend Angela and her team to any friend of mine for their mortgage needs”
Investing
“The best 7/1 mortgage rates around. Andrew Holtz is professional and always responsive. I highly recommend First Republic. I referred a friend to the bank and she got a mortgage for her house in San Francisco and had the same experience as me with her loan officer in SF.”
Investing
“The Best Bank Ever.Great service always. I stayed with them even with others panicking because I didn't want to be part of destroying the only bank I've ever found with terrific customer service. Now that it's been taken over by Chase (which broke into our safe deposit box without notifying us, even though those fees had been regularly paid, and sent everything to the State as unclaimed property,) I can never trust that bank again. Another problem with the big banks is that they have a single phone number--you can't call the branches--and are faced with a confusing, multiple-guess menu with many barriers, if you can even get to a live person. If you do get someone live, it's likely they'll be in some foreign country and have limited English proficiency, and I don't want my banking information accessible to people who aren't even in the United States. Sad that depositors panicked and destroyed this wonderful bank. While I'm glad Chase will evidently protect my balance, their terrible customer service means I will bank elsewhere. I feel awful for the employees whose lives have been upended and hope they fare well.”
Investing
“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.”
Investing
“11.15 afternoon. It was very big and quiet on Friday. The new building is for startups and the splendid old building is for officials and managers. We listened to introduction to Franklin Templeton, Fintech and global payments. Later we had a tour. The small meeting room was like Star Trek. The garden was fabulous. We had candies. The desks can be modulated height. The living room is so bright. We took a picture with Benjamin Franklin's statue. It took us about 75 minutes to go back.”
Investing
“The front desk is no more helpful than that at other investment firms (eg., eTrade, Charles Schwab), but I have a very good CFA, Teresa Lee, whom I can call anytime. My one big complaint about Fidelity Palo Alto is that it is on University Avenue. What a nightmare to get to that office!”
8:30AM - 5PM
1300 S El Camino Real Ste 110, San Mateo
Investing
“Big shoutout to Sunny Yang at San Mateo branch! Seriously, she's hands down one of the best consultants I've ever teamed up with.So, we had this task of shifting some assets over to Schwab from another company. You know how it goes, tons of roadblocks: forms everywhere, notary stuff, and all that jazz. We were making calls left and right to our assigned agent, but they were slow as molasses in January and didn't really help. Enter Sunny Yang – she's the real MVP. She spotted our pending case in the system and reached out, offering her wizard-like assistance. Super responsive, friendly, and total pro vibes. She stepped up and started making requests for us, sending us options, and basically guiding us through the maze. Thanks to her, we managed to sail through the transfer like a breeze. Wwithout her, I'm not even sure we'd have pulled it off.Keep rocking, Sunny! ??”
Investing
“Justin was very friendly and helpful. He helped me cash my checks and get information on opening an account with first republic bank really friendly and helpful really good customer service 5 stars I give to this bank love the water fall inside.”
Investing
“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.”
8:30AM - 5PM
800 El Camino Real Suite #100, Menlo Park
Investing
“I walked in extremely confused about how to go about transferring funds from one institution to another. Frank Benson was so helpful from the get-go! He hopped on the phone with me and the other institution to help facilitate the transfer. I had my 2 pups with me and he was even kind enough to grab some dog treats for them as we waited. Thank you for explaining the whole process so thoroughly and kindly!”
Investing
“I love Accel and their teams, especially the legal team! The legal team is very thorough and pays attention to detail, which is crucial for any firm. Highly recommend!”
Investing
“Great service and very pleased with my returns after making the change from my last investment manager. They have met all my expectations and then some. Christopher has been great to work with.”
Investing
“Dina Artzt is so wonderful to work with. I've been working with her for the past 20+ years. She has seen me through good and bad times in the markets. I know she always has my best interest in mind.”
9:00 AM - 5:00 PM
100 E 4th Ave, San Mateo
Investing
“I have been an occasional customer of the Wells Fargo Bank branch in downtown San Mateo for years. My experiences here have always been great. Located on 4th Avenue, the bank is one of few establishments in the area with its own parking lot. At times, the lot can be at full capacity, forcing customers to either idly wait for a space to free up or to park at a nearby public lot and walk a short distance. The branch offers an ATM machine at the front entrance and a few more at the rear of the building, facing the parking lot. Inside, the spacious and clean venue provides seating in the lobby area, new accounts section, and nearby the back entrance. Service is typically quick and smooth, even if you fall into a long queue. During my most recent visit on the afternoon of Tuesday, December 12, 2023, the tellers were very friendly and served customers with warmth and smiles. I was so impressed that I was compelled to ask to speak to the Manager on Duty to provide my positive experience, sharing my observations of client support from individuals who appeared to prioritize customer care with enjoyment. The Manager thanked me for the accolades given and agreed that the hard-working tellers deserved the recognition. Banking can feel like a tedious chore. Thank you, Wells Fargo Downtown San Mateo, for demonstrating that a trip to the bank doesn't need to be dreary nor unenjoyable.”
Investing
“Absolutely the best business bank in town - bar none! From their branch manager Jason, to all their bank officers: Anna, Rachel, and Fabian, they are all professionals ready to serve your needs. They all go over and above their call of duty.”
Investing
9:00 AM - 5:00 PM
490 Broadway, Millbrae
Investing
“Made an appointment at the Broadway Burlingame branch for some notarized documents, after waiting for 45 plus minutes they were too busy to do this. They rebooked us same day to the Milbrae location and Jane took us earlier and provided excellent service with the utmost respect and professionalism.”
Investing
23
Edward Jones - Financial Advisor: Sirinee Tippakorn, CFP®|ChFC®|AAMS™ - 1 Twin Pines Ln Suite 104
9AM - 3PM
1 Twin Pines Ln Suite 104, Belmont
Investing
“I was referred to Sirinee several years ago by my tax guy and in my opinion she is the best. I have three different funds (based on risk level) with her and have done well (much better than any CD) with all of them. She is totally competent, professional and has a warm human touch as well. I trust her and would confidently recommend her to anybody.”
Investing
8AM - 5:30PM
2882 Sand Hill Rd #150, Menlo Park
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9:30 AM - 4:00 PM
1045 Ralston Ave, Belmont
Investing
“I'm so happy that this branch has opened up again. Not sure why the poor reviews but I had an awesome experience. First the bank manager welcomed me to WFB. Then I had the nicest teller. I believe her name was Ibtesam. She was so nice and gave A+ customer service. Thanks for making my visit so pleasant.”
Investing
9:00 AM - 5:00 PM
400 Hamilton Ave, Palo Alto
Investing
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Wells Fargo
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“Secure location, fair prices on gold bullion, helpful and informative staff. They bring out the sigma verifier so you know you’re getting what you paid for. Would come here again.”