Investing near Mountain View, CA

“I have been a client of JR Financial for nearly 4 years. My wife and I were entering our 50’s with retirement and life goals, but no real plans on how to achieve these goals. I interviewed ten financial advisors, and then reference checked the top five. James was clearly the best fit for our family. He helped us develop a plan that allows us to focus on living our life without stressing about finances. We have a high level of confidence in his services. After four years, we are even more confident we made the right decision.

Not only did James help us with our investments, he helped us to see the bigger picture with appropriate life insurance and estate planning. The team also prepares our taxes. JR Financial is the complete package.”

“They have a machine on hand that will test the composition of metal jewelry (which also tests for heavy metals) very pleasant and great service! Highly recommend for any appraisal needs!”

“I have purchased gold many times here and had good experience. Recently I brought natural diamonds and the owner Pradeep is super helpful in making me understand all the details and did all customizations. Best purchase I am happy and highly recommend anyone shopping for natural diamonds, lab diamonds and gold. Btw- I also brought some lab diamond earrings which I got for best price and great for gifting as well. They also have machine which tests the diamonds. One of my friend brought natural diamond from another store and recently found out it’s not real so it’s always best to buy from the right folks. I would definitely buy here again!”

“Earlynne Bareng is by far one of the best Home Mortgage Consultants that I have worked with. She is extremely focused in making sure that the customer understands the options and works with them very closely. This is my second refinance with Earlynne and she continues to amaze me. The best part - the rate was the most competitive compared to any other bank!! If you are looking for someone who is clear, concise, fair, competent - look no further.”

“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.”

“The service here was fabulous. I made an appointment to get help so that I could change title to manage my parents 5 accounts because they are no longer able. Annie took care of everything- printed all the paperwork, marked what I needed to fill in/sign, went through all of my documents, found, and made copies of the ones she needed. They notarized all 5 documents. It was all done very efficiently and at no cost. I highly recommend.”

“I had to go into the branch to meet my new financial consultant.Very courteous and helpful staff when I arrived.I was able to get everything done to my complete satisfaction in a short space of time.”

“I had good service Great help and smooth sailing during the ameritrade transition.The new place is closer to home too! I can stroll over and get assistance My only concern is thr old platform was better than Schwab!!”

“I made it in just a few minutes before this branch closed, and thankfully there were only a few people. I made a quick payment and the teller (whose name I unfortunately forgot) was friendly and I didn't felt rushed. We were able to strike up a mini conversation and I was still able to leave quickly.”

“Walked in without an appointment to open a brokerage account. Still the representative helped us with the application! She was friendly and warm, even helped with taking printouts. Had a smooth experience !”

“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.)”

“Christanie deserves a raise!!! I came to fidelity this afternoon feeling so overwhelmed with managing my accounts. She broke everything down for me step by step and I left feeling confident about my finances!”