Investing in Orinda, CA
11 locations found near Orinda
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“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.”
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“Over the last year or so Schultz Collins have been extremely helpful, thoughtful and patient in helping me make sense my mildly complex (I've lived in several countries) financial situation and make plans for my future. They're helpful, professional, courteous and for complex decisions always lay out the multiple options available and explain the ramifications of each.”
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Wells Fargo
3 Locations
“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.”