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“Cannot recommend Richard and his team enough. They are who you want to work with if you have problems with debt, and want an efficient and viable solution to address them.”
“Great experience with this branch! The MSR was pleasant to work with, able to help me with my needs within the 5 mins I was there. The branch atmosphere was positive, sense of urgency within the team to jump on to assist when the line started to build up. Thanks for taking care of my financial needs!”
“Bookkeeping involves managing a company's financial records. Here are a few key points I'd like to highlight:
- Exceptional service and a welcoming atmosphere
- Ideal location
The team is highly responsive and effective in addressing every inquiry. They have consistently maintained our financial records as scheduled. Two years ago, during our company's audit, everything went smoothly without any issues, and the CPA was thoroughly impressed with our financials records.
Our Comment:
_ Identify areas for improvement
- Place a notice on the door indicating the date and time to retrieve documents from customers.”
“I have been a customer for years and have never looked anywhere else. The staff are always very friendly and helpful. We have used them for loans and checking as well as my personal finances. If you need a great business bank look no further.”
“Walked in without an appointment to open a brokerage account. Still the representative helped us with the application! She was friendly and warm, even helped with taking printouts. Had a smooth experience !”
Financial Advising
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“This is the first time I was involved in a 1031 exchange transaction. My financial advisor recommended First American Exchange Company. Not knowing what to expect, I called the company and talked with Ms. Colleen Pham, Senior Exchange Officer.
Colleen was extremely thorough and provided all the information I needed. Over the next few days, she spent extra time to answer my questions related to the 1031 exchange and gave me detailed knowledge. Without professional and timely help from Colleen, there is no way the transaction could have gone as smoothly as it did.
From the beginning to end, over a few weeks, Colleen kept me posted on the progress and sent me emails explaining the next steps. I will definitely do business with First American Exchange Co., just because of the excellent service I received from Colleen Pham. Will very highly recommend her and the company.
Alka”