Banks in Los Altos, CA

22 locations found near Los Altos
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“I have a savings account and 3 mortgages with StarOne and they never fail to delight me. I just visited a branch to get some crisp bills for CNY and when I mentioned to the teller what it was for, he offered me red envelopes that they had onsite! This type of personal experience is delightful and I doubt you'd find at Wells Fargo or Bank of America.”

4.6 Superb22 Reviews

“great friendly bank. they make the process of starting an account and getting financing simple. just started banking with them a couple of months ago. as my experience progresses with them , i will also do my business banking with them.”

4.6 Superb14 Reviews

“Received very professional service from Personal Wealth Management Investment manager (Angela Lau) on 4/12/2019. I have no appt with her, I stopped by the branch to ask couple questions. Honestly, I did not expect I will have the entire answer at the first stop. To my surprise, Angela is totally professional and friendly. She listened to my question *patiently* and answered all of my questions within 5 minutes. BIG thank you to Angela”

4.1 Good21 Reviews

“I banked with Bank of the West for five years and was always very pleased with the customer service support that I received at the different branch locations plus the variety of checking and savings accounts that they offer as well. Definitely recommend this bank!”

3.9 Good11 Reviews

“Chris and team are the best here, if you can find vacant box.Safe deposit boxes not tied to private-equity or boutique-investment-bank and high-net-worth wealth accounts, are very hard to come by in Los Altos and Bay Area.I am lucky to get a their tiniest & most affordable box.They just got 10 more year or lease to ensure long term safekeeping of your stamp, coin, jewelry, watch, trading card, cash & comicAnd I really love zero documentation for box setup, and no ID entry requirement with make this place more unanimous than other safe deposit box anywhere.The carpets here are alway shampooed.The private room have attached restroom.The place is kept at correct temperature & humidity to ensure all your acid laced paper and cards are not reactive.More critically is the security of this place which is why there a long waitlist here”

5 Superb3 Reviews

“This bank is THE bank to be with in times of need. I am a long time resident of San Mateo, and own a small business. And this bank was able to help me during the Pandemic. They went above and beyond. They stopped at nothing to help me. And now, I can help my clients during these difficult times. They are also located in San Mateo. Thank you Heritage Bank. I will always be grateful.”

3.6 Good17 Reviews

“I have been banking with US BANK since the year 2000 and have received excellent service. I recently changed my banking branch to Los Altos and met with Sohrab Hojjat US BANK a Client Relationship Consultant which went above and beyond to help me set up a new business account. I highly recommend this branch to everyone looking to open up an account.”

4.3 Superb4 Reviews

“If you meet with Emmanuel, than you are in luck! He is very professional, and provides excellent customer service. He follows up with his clients and is very thorough and detailed oriented. Thank you for the great service, Emmanuel!”

3.3 Good29 Reviews

“Received very professional service from Personal Wealth Management Investment manager (Angela Lau) on 4/12/2019. I have no appt with her, I stopped by the branch to ask couple questions. Honestly, I did not expect I will have the entire answer at the first stop. To my surprise, Angela is totally professional and friendly. She listened to my question *patiently* and answered all of my questions within 5 minutes. BIG thank you to Angela”

3.7 Good3 Reviews

“We have been banking with Comerica at their Los Altos branch for many years. We have both our personal and business accounts here. We appreciate the time they take to solve problems. We always get a friendly smile from the tellers, and the manager has been able to be creative with solutions to our banking needs. We recommend this bank to our clients and friends.”

4 Good1 Reviews

“11/1/2023thinkorswimCharles Schwab & Co., Inc.schwab.com/contact-us877-519-1403This is a review for a stock trading platform which I just installed and compared with my previous platform called StreetSmart Edge (SSE), also provided by Schwab. This has gotta be a first review and I hope it will be relevant to somebody, I could have used this information.thinkorswim (TOS) is a powerful, feature filled and customizable equity trading platform that is in many ways superior to StreetSmart Edge.Trades are easy to setup from multiple places and very intuitive with lots of options available.Charting appears to be at least as equivalent to SSE with apparently many more studies available. I was able to replicate my SSE chart setups quickly.The MarketWatch Calendar is an excellent feature where you can display the dates for earnings releases, dividend ex-dates and other stuff. I had to create individual manual notes for these in SSE, a real time saver.However it does lack some key features that SSE has; the ability to display the daily change in account value (so you know how you did that day), the ability to execute a sell order using specified lots (for tax purposes, however you can still do this with Schwab.com) and the ability to display top holdings for funds and ETFs in Fundamentals. There are some minor quirks like being able to retain the number of days when displaying account information (it always defaults to 1 day when switching menus).TOS takes a little getting used to time because it is so customizable and will take at least a few days of work to get it the way you want it to look and work. Service has been excellent through the chat support feature with very helpful and responsive agents. When I first ran it, I was thinking of going back to SSE but after a little use I really like it and not going back to SSE.”

3.1 Average16 Reviews

“If you meet with Emmanuel, than you are in luck! He is very professional, and provides excellent customer service. He follows up with his clients and is very thorough and detailed oriented. Thank you for the great service, Emmanuel!”

3 Average22 Reviews

“I needed to close my account with Chase Bank. The only reason why I did that, was because I had to stop working at the job I had because of Covid-19. I had opened up an account with Chase Bank for the direct deposits, that the company I worked for did that for me.Michelle, the Bank Manager, was really very good at all aspects of closing my account. She was what I would call truly exceptional, as someone who really cared.Thank you, Michelle, for making my day.”

3 Average29 Reviews

“Last week, I have the opportunity to work with banker Sohrab Hojjat Client Relationship Consultant NMLS 1668395 at the Mountain View Grant Road branch. Sohrab normally worked at the Los Altos Downtown branch, for that day, he was at the Mt View branch. I need someone to help me to argument my old account (checking acct from Bay View Bank to US Bank) Sohrab spent 20 mins on the phone to get proper advice from tech support since he couldn't do it online for me, he then promised me to open up a ticket to see whether it can be done To my surprise, everyone is done as promised Thanks Sohrab for your excellent support and time, thanks US Bank”

2 Poor1 Reviews

“Made an appt in the morning, got an appt in the afternoon with Moshie Talebi to open a joint checking acct for my daughter. Totally impressed with the service. I did not expect that level of service. Totally surprise. Thank you Moshie. She explained all the options available, set up the acct, get the checks printed, get the online acct setup on the phone, PIN set for the ATM debit card. Even better, everything completed in 31 mins. Thank you! Moshie...”

1 Poor1 Reviews

“Open my checking account after being totally mistreated and harassed by incompetent tellers and managers at Bank of the West. This bank set me up instantly with my ATM card checking account temporary checks and I was finished and less than half an hour and my permanent checks arrived in 5 days. Thank you, America very professional”

2.6 Average8 Reviews

“I have the opportunity to call Chase Los Altos Branch hoping to find someone to pick up the phone. Very surprised, someone picked up the phone and know exactly what I need. That person is Renee. (BIG thank you) Shortly after, I stopped by to look for her (no appt) and I am lucky, she is available. She explained to me everything and finished the acct opening process for me in less than 10 mins. This is my 1st time to walk into this branch, totally happy. This is the 1st time to call this branch, very surprised that they will pick up the phone (Citibank, Wells, pls pls take notes here) Overall, totally happy to have Renee to help me!”

2.4 Poor5 Reviews

“Whenever I needed to go into a bank to take care of some business I always feel it's a big chore and stressful. Either there's a long wait or someone is going to push me into new products, etc. However, this branch totally changed my impression of physical retail banking! Here are the 2 very positive things I've observed: 1. Customer service excellence - regardless of your net worth to them I'm by no means any "premium" or "high-value" customer at this bank, in fact quite the opposite. So I was pleasantly surprised that they don't treat customers differently based on that. The relationship banker and the branch manager were super friendly and helpful to us. Even though what I wanted to do is quite time consuming for them, they helped us get it done with a great attitude. Their service to us beats many other banks that focuses on high net worth customers. 2. Great team work / people management There were a few times where the relationship banker who was helping us had some trouble with the computer system (since she's new the bank), the branch manager jumped in and help resolve the issue with a great attitude towards us and her own team. She took time to personally helped us to expedite the process and gave us a ton of confidence that it's a well managed branch. As a customer, it's important for me to observe that the employees are working well together as a team, which usually translates into efficient and friendly service. Lastly - the physical branch itself is very accessible. Lots of parking spaces, recently remodeled so it looks very new and clean, situated in a safe location. This will absolutely be my preferred branch going forward.”

2.1 Poor33 Reviews

“Enjoy the employees who all know me when I walk in. There is no waiting. I can use ANY ATM and reimbursed -for useage. No need to have someone checking over their shoulder like other banks. Only negative is that they do not download to Quicken but I don't find hidden charges, either.”

0 Na0 Reviews

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