{{ group }}
- {{ item.name }}
- {{ item.properties.formatted }}
“Definitely recommend Sunny! very easy to talk to and he was very straight forward with the next steps, I did the free consultation with him and he did not push any of his services, esp right now when it not necessary. Will be looking to work with him in the future when its necessary but with just with consultation it was very helpful and comprehensive.”
“James is one the best financial planner we have met. He is very transparent and genuinely wants to help us with financial well being. He is highly skilled and has wealth of knowledge. He gives honest opinion and has our best interest in mind. He analyzed our investment portfolio and gave us good suggestions on where to diversify. He looked at all aspects of our finances and gave us a broader perspective on how to approach planning and how it ties in with our life goals. So glad that we found James and looking forward to our next meeting with him.”
“Just closed my account today due to current complication with FRB's stock dropped 99% and assets sold to JP Morgan.The service was as good as the day I went there and opened my account. No questions asked, every necessary details provided to me and swift service without even one second of delay. There was a bit of sadness in the air as we all can feel, but they served me to the last second with professionalism and efficiency.I am wondering why FRB had to go, I wish this did not have to happen.”
“We came to this shop for a minor resize of our gold rings that were little tight to wear on our fingers.The staff in this shop was very courteous enough to help us without getting any money. Really awesome gesture.Apart from jewelry repair, he sells gold jewelry as well as makes custom designs.Highly appreciate and recommend his service.”
“Appreciate Diana's service. She was kind and patience. Able to answer my questions and concerns with her knowledge. Definitely made my day! Great customer service experience!”
“I had to go into the branch to meet my new financial consultant.Very courteous and helpful staff when I arrived.I was able to get everything done to my complete satisfaction in a short space of time.”
“great friendly bank. they make the process of starting an account and getting financing simple. just started banking with them a couple of months ago. as my experience progresses with them , i will also do my business banking with them.”
“The customer service at FRB is incredible. Max, the branch manager is friendly and the team is always helpful and ready to go the extra mile. I had some foreign currency I wanted to deposit and they just took care of it no questions asked. When I was in New York during a downpour of rain, I dropped into the local FRB branch and they provided my family with freshly baked warm cookies and FRB branded umbrellas. Seriously I'm really happy working with this bank and I highly encourage anyone to check them out.”
“I used to be a client of Cindy Shi's. Cindy took care of tax returns and 401K setup for a company I ran in the past and always addressed any tax/accounting issues with analytical solution as well as great attentiveness. The 401K portfolio she recommended and set up for the company also performed well. That was over ten years ago.Recently I visited her office for advice related to some specific accounting and investment issues. Again, I was greeted with utmost professionalism and patience, and got sound objective advice to my raised questions. I would highly recommend her for anyone who seeks professional and attentive accounting/investment service.”
“I started banking with FRB in 2016 when I got my house mortgage but after signing papers upon closing, have not stepped foot in a branch. That changed today when I needed to complete some cash transactions. Upon walking in, I was immediately greeted with a friendly hello from the security guard, and then Lisa, who offered me a seat and quickly jumped into action to help me. Lisa was professional and fast, and the office environment was so pleasant, clean and following safe COVID protocols. Highly recommend this branch (and FRB in general) for banking!”
“I’ve known Mandy since before she became a certified financial planner. I witnessed how hard she worked to get her licenses and her CFP designation. She put great passion and dedication in building the strong practice that she has now. Her perseverance, honesty and caring personality were enough reasons for me to want to become her client. I actually truly appreciated that she never pushed me to transfer my accounts with her. She always helped me stay on top of my financial affairs, even before I became her client. She loves her work and her clients and it shows. I am grateful for her.”
“Chris is the best assistant in One Stop Financial Services!!. He always have all solutions for any have difficulties in taxes .. he NEVER say NO to anyone who come to him asking fir help .. our family is going to ask him again for big fever and we know that .. he will be full filing our request !!please try to uses One Stop Financial services .. Chris and these team will be giving you a big WOW !! Not hurt to visit and try Serious Customer Julie Crowley & family”
“This was the first time I have called Fidelity and I didn’t have to wait to speak with an advisor. I spoke with Nhan who answered my questions and said he would get back to me regarding a question he didn’t have an immediate answer to. So far, so good.”
“Writing for my parents because they don't have a yelp account. All I have to say is Ms. Ruth Phillips was extremely knowledgeable and helpful! She was able to quickly resolve my parent's issues. I have nothing but good things to say about her and will ask her if we have any issues in the future. Thank you!”
“I had good service Great help and smooth sailing during the ameritrade transition.The new place is closer to home too! I can stroll over and get assistance My only concern is thr old platform was better than Schwab!!”
“11/1/2023thinkorswimCharles Schwab & Co., Inc.schwab.com/contact-us877-519-1403This is a review for a stock trading platform which I just installed and compared with my previous platform called StreetSmart Edge (SSE), also provided by Schwab. This has gotta be a first review and I hope it will be relevant to somebody, I could have used this information.thinkorswim (TOS) is a powerful, feature filled and customizable equity trading platform that is in many ways superior to StreetSmart Edge.Trades are easy to setup from multiple places and very intuitive with lots of options available.Charting appears to be at least as equivalent to SSE with apparently many more studies available. I was able to replicate my SSE chart setups quickly.The MarketWatch Calendar is an excellent feature where you can display the dates for earnings releases, dividend ex-dates and other stuff. I had to create individual manual notes for these in SSE, a real time saver.However it does lack some key features that SSE has; the ability to display the daily change in account value (so you know how you did that day), the ability to execute a sell order using specified lots (for tax purposes, however you can still do this with Schwab.com) and the ability to display top holdings for funds and ETFs in Fundamentals. There are some minor quirks like being able to retain the number of days when displaying account information (it always defaults to 1 day when switching menus).TOS takes a little getting used to time because it is so customizable and will take at least a few days of work to get it the way you want it to look and work. Service has been excellent through the chat support feature with very helpful and responsive agents. When I first ran it, I was thinking of going back to SSE but after a little use I really like it and not going back to SSE.”
“Today I got some great help from Diego who called me right on time for our appointment. Diego knew how to help me with my retirement account and could explain the steps I needed to take. He made it easy to get the results I wanted in an efficient way. He is in the office and can help you with online matters. I highly recommend Diego who is professional and friendly.”
“We're a nonprofit that has been serving children in Sacramento for 40 years. We fell on hard times during the great recession and would certainly have gone out of business had it not been for Patrick and his investors at Maggio Capital. They took a leap of faith by providing us funding when no other lender would (and at a very reasonable interest rate). We’ve had an amazing turn-around that wouldn't have been possible without their loan. We serve over 1000 kids/families each year who suffer the traumatic effects of chronic poverty. That would have ended had it not been for the help of Maggio Capital. All I can say is thank you!”
“I made it in just a few minutes before this branch closed, and thankfully there were only a few people. I made a quick payment and the teller (whose name I unfortunately forgot) was friendly and I didn't felt rushed. We were able to strike up a mini conversation and I was still able to leave quickly.”
“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.”
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“I usually go to this location because there is rarely a line. I needed specialized banker assistance twice now, and got Michael both times. He was amazing. Fast, accurate, remembered me on the second appt, personable.. He made my experience very smooth and easy. Great customer service. If I need more banker assistance I will ask for him again, and highly recommend others do as well.”