Investing near Millbrae, CA

“We've had a really great experience with Ballast Point — and we feel much more knowledgable about our finances. Drew and the team help us put together a budget, handled taxes, and plan for company stock.”

“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!!!”

“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.”

“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 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.”

“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 !!”

“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! ??”

“Elizabeth was incredibly helpful in assisting me with a rental payment direct deposit, and even provided me with additional resources to simplify the process for future payments. Thank you for a fantastic customer experience!”

“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!”

“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.”

“With all the covid upheaval from the past 2 years, the branch is now open during business hours 5 days/week. The tellers are great, very friendly and doing their best with a small staff. I miss the old B of A before the remodel of about 10 years ago. The atmosphere was more welcoming. But I guess the changes were necessary from a financial and security viewpoint. I'm grateful to have a bank and ATM that I can walk to.”