Investing in Menlo Park, CA

“This Schwab branch offers exceptional financial services with a commitment to transparency and client satisfaction. So far my experience with Schwab has been great because the team is knowledgeable and responsive, providing expert guidance whenever needed. Highly recommend for anyone looking for reliable financial services!”

“I may have concurred with the 2 star rating across the board however I think Wells Fargo has accomplished a lovely thing. By chance and never expecting to become a client, I visited the Santa Cruz Ave, Menlo Park branch to take care of some Wells Fargo specific banking needs. Thankfully, I had someone who was an account holder but much to my surprise, the customer service was absolutely amazing. Having been a 20 yr client of "conservative" Union Bank, what a refreshing ease of transaction for a change! Fast forward a few months, had the same " in house, Wells Fargo need" Called blindly on New Years Eve! The branch manager picked up, within 1 hr, was at the branch, an assigned account manager addressing my needs and out the door, SUPER thrilled to be a new client and my banking needs addressed to a tee. Based on my previous interactions and a recent account opening at another bank up the street (acronym: BA") I can truly say, BRAVO. The fact that this branch doesn't treat clients like internet hackers, money launderers or down enemy #1 is truly an appreciated and a welcomed look. Thank you Wells Fargo, Santa Cruz Ave, Menlo Park Branch. (Resident in the area since 1980.)”