Financial Advising in Orinda, CA
4 locations found near Orinda
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Financial Advising
Financial Advising
Financial Advising
“Pollak and Pollak have been my financial geniuses since 2004. With Michelle’s guidance and wisdom, I have been comfortably retired for 9 years now. The personal attention, honesty, and support provided by them (including a great staff) are welcome additions to the sound financial advice my husband and I have received.”
Financial Advising
“I had a horrible experience with my own (well, previously own) bank, Mechanics Bank El Sobrante branch when I attempted to open a trust account for an estate. That took me to First Republic. Even though I had no accounts with them, Windy and Randy were both so helpful and courteous. My account was open in half the time I'd spent with an awful manager at Mechanics - where nothing was accomplished. I can't give five stars as I don't have long experience with them. Also, I was a but nonplussed to be told initially that I would have to stand as they didn't have chairs for customers. I went in during their special hours for seniors. I suspect that other older folk like me have physical issues (mine is a bad knee) which make standing for more than a few minutes difficult. They did find me a chair, but shouldn't they have offered me one to begin with? Otherwise, I think I'm going to like my new bank - and we're moving our personal accounts here as well.”