Investing in San Francisco, CA

“One of the most honest streamers on Whatnot! Anton only wants to make fair deals and not trying to get over on anybody. Great customer service you can tell actually he cares!Fast Shipping and great packaging.You want to do business with Anton from Polyak Precious Metals. I will be!!!”

“Rick's Financial Zen program is the best one out there if you want your financial house in order! My fiancé and I went through the foundation program and really acquired the confidence for our future with Rick's help.

He's been so responsive and engaging throughout the process, introduced us to his resourceful network and setting us up for success. We really like his energy right off the bat and we are happy Financial Zen members that will stick around.”

“Alex and Colby are extremely knowledgeable and helpful, always very responsive and informative, and give expert guidance on all of our complex financial planning questions that's very data-driven and really tailored to my financial situation.”

“I actually found Amerinote online when I was searching for a company to buy a note that I was carrying. I talked with them as well as two other companies and this company was very quick to answer my questions transparent with their information and easy to talk to. At the end of the day the process was quick went according to their plan with the exception of the title company taking an extra couple of weeks. Unfortunately that was outside of their control but the closing went quickly when it took place and funds were wire transferred nearly immediately. Give these guys a few thumbs up!”

“Having Citrine handle our financial plan has been an incredible investment in our family's stability, confidence, and overall happiness. We began working with Nick at Citrine about nine months ago, and in those nine months our financial wellbeing has improved dramatically. It's an incredible service and team. Highly recommend!”

“THIS IS MY BANK FOR 12 YEARS NOW.Opened one in the South San Francisco Branch and Kathy took care of me. My cousin referred me to her. Very pleasant and happy person. She is retired now. Then, most of my transactions/ request now is in this branch.Gina, always there poised to help me in my needs. Consistency is the key. Am pleased.Thank you WellsFargo for the years of service in my needs.Hopefully to build more blessings to my financial status and you always there for me.Manifesting great fortune to you and your staff / family.Stay strong always.Again, thank you very much.JM”

“The SFFCU on California is wonderful. They’re fast, kind, helpful and flexible. Whether I need financial advice, to have something notarized, or just to get quarters they can make it happen. I’d highly recommend this branch!”

“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.”

“BEST CUSTOMER SERVICE YOU CAN POSSIBLY ASK FOR SERIOUSLY!!! I have no idea where the BRANCH MANAGER LAILA ARNERICH received her talent and skill but where ever it was I truly think its just natural because she sure does an outstanding job with everything she does from A to Z.I am a customer that uses this branch on a daily basis and I have NEVER been treated with the upmost respect that she delivers to her customers.It is funny because its not just her but I think that it is rubbing off on her employees because I just can't find 1 thing that they do wrong.I had to take this time out of my work schedule to share this with the community Design district in San Francisco. If you are receiving horrible customer care go see LAILA and Dominique these girls will be sure to take care of all your needs in a high level of urgency and also in making sure everything is correct on your accounts and most of all leaving out the door with a smile and assurance that your financials are in good hands!!! Thanks again ladies see you probably today! Best Regards Owner SF COIN SHOP Jason Greathouse”

“Thank You Charles Schwab for being the investment firm that’s helping our communities build Firsts families of generational wealth in Rural Hill, Tennessee.??????????????
Love ❤️ the energy in the photos, we look forward to visiting:)
P.S. May God continue to Bless the integrity of those in charge of managing Our Pension accounts.
“Rebuking American ?? Greed In The Mighty Name of Jesus!!!”
Amen.??
beyond Grateful CHASEBANK/Charles Schwab ???❤️??????”

“I have been a customer of Wells Fargo for many years...I had to go to this office because my eldest sister passed away and she had a safety deposit box. Of course we had to complete all the legal work. I made an appointment with banker (Sanjeev Kumar) to close out the box to drive up to San Francisco later in the week. I was very happy that because we had the keys and the paperwork, we were able to accomplish what we needed in less than an hour. I read all of the negative reviews but I personally have never experienced poor treatment. I've been banking with them for many years but my usual bank is located down the peninsula. This bank has been a family bank for over 30 years without any issues.”

“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!”

“I'm writing this about Fidelity Investments in general, not the Montgomery St office in particular. I saw all of these bad reviews (while looking for lunch restaurants near that office) and think a corrective is important. I don't like the Montgomery St office either. The staff is under-informed and has been rude to me on multiple occasions. However, the location is not why I still have money with Fidelity. This point needs to be made. Fidelity is a very safe place to keep your money. It's very easy to trade online. Fees are among the lowest, if not the lowest, in the industry. I have accounts with other banks and brokerage houses, so I can compare. Their phone service, while imperfect, is also good compared to other brokerages. You can usually sort out problems quickly.You have to accept the weak points. Montgomery St staff are like time-share sales people: they always push hard, repeatedly, for you to invest in something that you don't want. (Before it was annuities; now it's some sort of private-investing tax-loss-harvesting scheme.) So when you meet with any of them 1-on-1, you have to be prepared for it to be 80% unwanted sales pitch. But the other 20% is often useful information.Montgomery office staff are also horrible snobs. On my last visit the guy told me in no uncertain terms how little my amount of money means to Fidelity, and how much money his important clients have. Got it. BUT he also showed me how to quickly increase the amount of interest I'm getting on my core account. I had to put up with the obnoxious snobbery, but I got something valuable from it. That's not the first time.In short, yes, the Montgomery office is awful. Going there today and maybe once again they will sneer at me because I'm not going in a suit and tie. But the Montgomery office is not Fidelity.”

“The lines move along well between 3 tellers on a Friday. Not only the lines are efficient, this is a great branch to conduct business especially with easier parking and there's a Starbucks here that shares the space. Win-win!”

“Very professional: I was able to schedule an appointment to have documents notarized within 90 minutes of my call. With so many bank branches temporarily or permanently closed and many who never had a notary at all, I appreciated from phone call to a notarized stamp the process was seamless and speedy.”

“TD Ameritrade is now owned by Charles Schwab. Today i had an opportunity visit the Market Street office for a Roth IRA. The whole transaction was completed at the lobby counter.”

“Quick Summary:- Close to Montgomery Station- ATM machines on the outside and inside.I have been treated well by this Wells Fargo Bank for several visits, but what also makes me want to come here is the architecture. It is covered in intricate and complex designs from the floors, the massive ceiling, and on small areas such as the countertops and doors. It soon gives one a magnificent feeling when once you step in, as though you have been taken back into time. The staff at the countertop are helpful and were on top when assisting me with my requests. I also like how the staff who assists with the desk appointments, greets incoming visitors and ask them individually on what they want help with.The desk appointments and visits are also helpful, and I like how they also inform me with my savings with more detail and explanation. Every visit I make here, I leave with a satisfied and resolved demeanor.”

“I wanted to leave a review for the Wells Fargo in the Safeway at upper Market St but this is as close as I could find. I just wanted to thank the teller whom took time to help me even though it was her lunch break...as it was mine as well and I was in a real hurry and she must have seen it in my face. Instead of passing me off to another agent AUDELINA stopped to help me at the expense of her own lunch time. I thought the least I could do was let people know what great service I go with her and leave a review.”