Investing in San Francisco, CA

“My husband and I have worked with Rick for over three years now and there are a number of reasons why we continue:- Our parents didn't teach us financial management skills. Rick has stepped into this role and teaches and explains to us everything we need to know and when we need to know it.- It's really hard to find a fiduciary that has YOUR best interests (and not their lucrative commission) at heart. Rick ticks this box.- FZ offers a complete wraparound financial management process. This goes from the short term, so being able to check your numbers each week, to understanding how long it'll be until you can retire.- Accountability to get annoying and boring financial admin done.- Check ins and coaching from Rick to manage your unique financial and family circumstances.- Face to face time with a real person, not having the frustration of trawling through FAQs and chatbots.”

“Signing up with RHS has given us peace of mind regarding our long term financial plan. Alex and the team at RHS are highly efficient and well organized. They rely on data and have a structured approach to financial analysis. Alex has taken the time to get to know our family situation and goals. He provides us with regular updates and is highly transparent. He has earned our trust and given us confidence that he will act in our long term best interest.”

“The entire staff did an excellent job with this mortgage note purchase. The staff responses were always prompt and they always answered all our questions. Very professional!”

“Jirayr and his team are fantastic. They are first and foremost extremely knowledgable, and what they don't know, they will run down the most minute detail. More importantly in my book, however, they take a refreshingly holistic perspective on financial planning. It's not just about getting the most financial returns--it's about optimizing for what you say is important in your life. Of course, they maximize financial returns as well, but in the context of everything else that's important to you. I appreciate that they share their honest opinions and let us know what they consider the best course of action, but they are also willing to listen if we say that doesn't fit what we're thinking. Overall, we could not be happier to have chosen Citrine and look forward to working with them well into the future.”

“My experience with Polyak Precious Metals was exceptional. They are knowledgeable and willing to share what they know. They deal with bullion as well as collectibles. Other companies made me feel like I had to be very wary, and negotiations were adversarial. Polyak Precious Metals made me comfortable. Their assessment of collectibles was aligned with my perspective, and the whole experience was easy and enjoyable. I strongly recommend this company.”

“My experience at First Republic Bank was nothing short of exceptional, thanks to Sean who epitomized what superb customer care should be. His personalized approach not only makes one feel valued but also well-informed. Sean was diligent, efficient, and exceedingly helpful, showcasing the essence of customer-centric service that First Republic is known for.The cherry on top was the delightful swag, a thoughtful gesture that added a nice touch to the overall banking experience. It’s these little nuances that set First Republic apart in a sea of corporatized banking entities.I hope JP Morgan Chase ensures the intrinsic values which make First Republic a choice bank for many, remain intact. The personal touch, thoroughness, and genuine care for customers are the cornerstone of First Republic's identity, and what keeps customers coming back.”

“Bill Shine is a master! He knows exactly how to help you strategize your tax liability to save you money and time. With IRS tax requirements ever changing you'll be in good hands with Bill. Yoda!”

“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.”

“Schwab has always set the bar for customer service. I recently had a issue with my account and the rep I spoke with handled it professionally and swiftly. Thanks a million!”

“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 had the pleasure of working with Brian Lee at First Republic Bank, 44 Montgomery, and I'm extremely impressed. He's incredibly responsive, always available to assist regardless of the time. His attention to detail and prompt assistance made banking a breeze. I hope the merger retains professionals like him. If not, I'd consider switching Banks, but I'd much prefer to continue with Brian. Highly recommended for exceptional & outstanding service.”

“Years and years of great memories of this bank with the best service ever! Actually extraordinary! Raymond and his staff will always be the best bar ever set. The end of an era...”

“Great Charles Schwab location with very helpful and friendly people. Opened an account and they walked me through it and even let me use their chromebook to make sure everything was all setup before I left.”

“City National Bank was recommended to me by another attorney when I was looking for an institution to hold my IOLTA account for my law firm. The recommendation was based on the personal attention clients receive. As soon as I approached City National Bank with interest in opening a business account and a personal account, a Krystle ClarkeBarifa, the branch manager, assembled a team to meet with me personally to go over the various different account types and banking services and took the time to understand my specific needs before recommending the perfect bundle of services. The same team that onboarded me has remained with me over the two years I have been banking at City National Bank. They are personally accessible to me by email and phone and even text message. Their prompt attention and responsiveness make me feel like the folks at City National Bank really care about my banking experience, regardless of the size of my accounts. As an attorney and someone who manages client funds, this level of service provides me the confidence of knowing I'm protecting my client's interests and that I am complying with the rules of professional responsibility that apply to IOLTA accounts. I highly recommend City National Bank if you want personal attention and care and a team that is going to be by your side each step of the way. Consider yourself lucky if your accounts are serviced by Krystle ClarkBarifa and/or Dorothy Over!”

“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”

“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.”

“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”

“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.”