Investing near San Gabriel, CA

30 locations found near San Gabriel
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“I never think to review banks or branches, but I really want to say thank you to Dinah and Linda who went above and beyond to assist me when I needed information about my account, including spending time to call the corporate office for very specific information. We sat on the phone while corporate was getting the information, which took almost a half hour, so I greatly appreciate their patience with me. Thank you ladies for providing wonderful customer service!”

1.2 Poor4 Reviews

“Spoke to Earl about investing some money. He provided very solid advice about my current life situation. He is really genuine and cares about helping individuals. I'm really grateful for his help. Even though I couldn't invest with him at the moment. I really look forward to working with him in the near future.”

5 Superb23 Reviews

“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”

4.7 Superb19 Reviews

“Very intuitive platform and easy to use. Linking with ETC made the transition extremely smooth and simple. Only complaint I have is after I was approved and started trading I had questions about some of the fees that weren’t answered. Other than that, very positive experience.”

4.7 Superb14 Reviews

“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”

4.2 Good22 Reviews

“Wow, I am lost for words! The level of service and professionalism was beyond my expectations. She was able to help me after hours; when everyone advertises 24/7, she really means 24/7, we needed help at 11:30 pm, it was an emergency, and Natalie was there to help, showed up on time, and was very reasonably priced for the time, more importantly, she helped me take care of my needs. I RECOMMEND her for ALL your financial needs!”

5 Superb8 Reviews

“I can't say enough good words about Schwab. Their banking and investing products are smart and easy to use and their customer service is impeccable. This office has challenging parking, so give yourself a few extra minutes when you visit.”

3.8 Good29 Reviews

“Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.”

4.2 Good6 Reviews

“Excellent customer service and staff is really nice. Everything was explained clearly when opening my new account. I'm very happy to use this locations services. Excellent visit for my first time especially first time banking with Wellsfargo.”

3 Average27 Reviews

“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”

5 Superb2 Reviews

“'Relationship Banker' Chantel Garcia put the relationship into banking with her and Wells Fargo. She is very professional yet personable. She is out going and knowledgeable. And knowledgeable is an understatement. She treats all accounts as if it was family she was interacting with. She is smart enough to know that if you're not happy with how your money is being handled that you will take your business somewhere else. And Chantel doesn't use over the top lingo where one can get confused or lost in the conversations.”

3.1 Average7 Reviews

“Service is fast and quick!! Non-cash bank. Lots of parking. Good to bank and out in no time. Used to come before work and finish like in 5 minutes. Quick stop. They offer tea and coffee.”

3.2 Average5 Reviews

“This is a small office, and even though there was a line on today's busy day, they were pretty quick and very friendly. I live nearby, so it's great to have this location here.”

2.5 Average30 Reviews

“Update - because nothing is easy, it has taken over 90 days to get a part of this matter resolved. Kudos to Regional Manager Walter Wodtke who went above and beyond to handle my affairs. So far, so good. (I'm still taking my business elsewhere; however, at least I am confident that I can still receive first class care as long as Walt is around.)”

2.1 Poor9 Reviews

“Website is lacking. It's like so outdated and not user-friendly. Their services are whatever. Even during coronavirus times, they suggest I should leave my money in the market. It's a head-scratcher, but I'll leave my money in the market and see where this takes me. Wish me luck.”

2.5 Average2 Reviews

“I have been a Wells Fargo client for over 20 years I have always been happy with them I bank at the Myrtle Ave branch wonderful people the parking is not so good but the people inside help.during the corona 19 my branch was closed and I went to the Duarte branch even waiting outside for a long time to get inside the people inside again wonderful no big issues they took care of each and everyone with a smile and a thank you now that my branch on Myrtle is back open I still go to the Duarte branch several times a week both branches are very good the people that have left to go other places and to follow there dreams I wish them all well I will miss them but I myself will co tuneup and both branches wonderful people the tellers are always thankful for you coming I and they say so they have helped me through several difficult times with out any problems I can honestly say say THANK YOU all very much at both branches my name is Karen council”

2 Poor1 Reviews

“Nice, new, clean and well lit. No wait. Teller was friendly and very competent. Area is cleaned up but still have some people lurking outside sometimes asking for hand outs.”

1 Poor2 Reviews

“Came to fix an issue with my name on my cards, Jessica Sanchez helped me with my issue she was very helpful and polite I will definitely only be coming back to this location.”

1 Poor3 Reviews

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