Investing near South 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.”

“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!”

“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.”

“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.”

“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.”

“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!”

“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.”

“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...”

“I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals. Despite studying economics, I didn't really understand how to even get started with planning my finances, and they really have made it easy. It's great that they also have expanded their practice to serve clients in Texas where I am.”

“I called and I'm not sure if it was the call center but AMANDA was amazing! So helpful and scheduled an appointment for us for next week as we're driving in from Sacramento. Kudos to Amanda, please.”

“I am allowed two reviews so here is an update after 6 1/2 years of banking with First Republic. I have never had a bad experience since I changed to First Republic.. It doesn't matter what branch I go into, I repeat, "I have NEVER had a bad experience" in any branch, but I favor China town branch because of Jennifer Wong. The treats,gifts,and no atm charges are just bonuses on top of the impeccable service. If you haven't switched to First Republic Bank you are missing out. It has changed my life and I am always happy to go to the bank. It used to feel like a chore.Now it is a pleasure.”

“I am writing this letter to provide a strong professional recommendation for Maryam Moshrefi, a Relationship Banker at First Republic Bank. I have had the privilege of working with Maryam during a crucial period of transition for the bank, and I can confidently attest to her exceptional skills, knowledge, and commitment to her clients.Maryam's expertise in the banking industry is truly remarkable. She possesses a deep understanding of various financial products and services, ranging from business and consumer banking to investments, insurance, and lending. Her comprehensive knowledge base enables her to provide valuable guidance and advice to clients seeking to optimize their financial situations and plan for the future.During my time at First Republic Bank, I had the opportunity to witness Maryam's exceptional professionalism and dedication in action. She successfully assisted multiple clients with complex financial transactions, ensuring their comfort and confidence during a merger process. Maryam's ability to create a welcoming and reassuring environment for her clients is a testament to her outstanding interpersonal skills and genuine care for their financial well-being.Beyond her technical expertise, Maryam's positive attitude and infectious enthusiasm make her a pleasure to work with. She consistently goes above and beyond to exceed client expectations, building strong relationships based on trust and mutual respect. Her warm smile and unforgettable personality create an inviting atmosphere that immediately puts clients at ease, fostering long-lasting connections.Maryam's commitment to client satisfaction and her ability to deliver personalized service truly set her apart. She treats each client as an individual and invests the time and effort to understand their unique financial goals and aspirations. This personalized approach, combined with her expert knowledge, ensures that clients receive tailored recommendations and solutions that best suit their needs.In summary, I wholeheartedly recommend Maryam Moshrefi for any position within the banking industry that values exceptional expertise, outstanding customer service, and unwavering dedication. Her ability to navigate complex financial situations, coupled with her personable nature, makes her an invaluable asset to any organization. I have no doubt that she will continue to excel in her career and positively impact the lives of those she serves.Please feel free to reach out to me if you require any further information or have any specific questions.Sincerely Kamyar Joon”

“11.15 afternoon. It was very big and quiet on Friday. The new building is for startups and the splendid old building is for officials and managers. We listened to introduction to Franklin Templeton, Fintech and global payments. Later we had a tour. The small meeting room was like Star Trek. The garden was fabulous. We had candies. The desks can be modulated height. The living room is so bright. We took a picture with Benjamin Franklin's statue. It took us about 75 minutes to go back.”

“Big shoutout to Sunny Yang at San Mateo branch! Seriously, she's hands down one of the best consultants I've ever teamed up with.So, we had this task of shifting some assets over to Schwab from another company. You know how it goes, tons of roadblocks: forms everywhere, notary stuff, and all that jazz. We were making calls left and right to our assigned agent, but they were slow as molasses in January and didn't really help. Enter Sunny Yang – she's the real MVP. She spotted our pending case in the system and reached out, offering her wizard-like assistance. Super responsive, friendly, and total pro vibes. She stepped up and started making requests for us, sending us options, and basically guiding us through the maze. Thanks to her, we managed to sail through the transfer like a breeze. Wwithout her, I'm not even sure we'd have pulled it off.Keep rocking, Sunny! ??”

“Im from LA I called the Daly city Bdo remit for few question about my BDO bank account,Nice people they help me and guide me answer all my question even they are limited of what they can do bec they are BDO remit not a bank.Sorry I forgot your name MR COOL GUY Insert your name. _____.Thank you, I hope all people like you goodvibes for 2022 a kind of GOOD PILIPINO very polite and helful.THANK YOU, GOD BLESS wear you face mask be safe!!!”

“A first-time customer visiting their physical office because I couldn't complete opening an account online from home.There's no front desk, but the staff was prompt to check in with me when one of them finally had a moment before assisting his other client.The total wait time was about 40 minutes (I arrived at noon), but again, the staffs did what they could when they could... to check in with me twice and to ensure I'm not just being abandoned, lol.And all I had to do was complete opening a new account on their iPad... which was sitting on the desk where I was waiting. I wish they would have just told me to try that while they're busy with other client.But now we know...Overall, very nice staffs and I got what I needed to be done.”

“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.”

“I am single and divorced of modest means. Having Julie and her team’s counsel helps me rest easy knowing that I have a sound strategy informed by seasoned experience practitioners. I have savings and income goals that keep me focused and I do not get overwhelmed. Not only do I have a plan with an annual check up, Julie is responsive as I execute my plan. She makes adjustments in real time as the market changes as I make transactions. I rest easy and worry less about being single growing older.”

“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 highly recommend Brighton Jones. My team is responsive and reliable, and provide individualized service. I greatly appreciate their integration of financial planning services with tax advisory and estate planning services. No complaints!”

“Absolutely the best business bank in town - bar none! From their branch manager Jason, to all their bank officers: Anna, Rachel, and Fabian, they are all professionals ready to serve your needs. They all go over and above their call of duty.”

“I have been an occasional customer of the Wells Fargo Bank branch in downtown San Mateo for years. My experiences here have always been great. Located on 4th Avenue, the bank is one of few establishments in the area with its own parking lot. At times, the lot can be at full capacity, forcing customers to either idly wait for a space to free up or to park at a nearby public lot and walk a short distance. The branch offers an ATM machine at the front entrance and a few more at the rear of the building, facing the parking lot. Inside, the spacious and clean venue provides seating in the lobby area, new accounts section, and nearby the back entrance. Service is typically quick and smooth, even if you fall into a long queue. During my most recent visit on the afternoon of Tuesday, December 12, 2023, the tellers were very friendly and served customers with warmth and smiles. I was so impressed that I was compelled to ask to speak to the Manager on Duty to provide my positive experience, sharing my observations of client support from individuals who appeared to prioritize customer care with enjoyment. The Manager thanked me for the accolades given and agreed that the hard-working tellers deserved the recognition. Banking can feel like a tedious chore. Thank you, Wells Fargo Downtown San Mateo, for demonstrating that a trip to the bank doesn't need to be dreary nor unenjoyable.”

“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.”

“Made an appointment at the Broadway Burlingame branch for some notarized documents, after waiting for 45 plus minutes they were too busy to do this. They rebooked us same day to the Milbrae location and Jane took us earlier and provided excellent service with the utmost respect and professionalism.”

“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!”