Best Financial Planner California: reviews, page 3

Dave is the master in financial planning. Wow... Service is always right on. Jack

I have been banking with First Republic for several years and their customer service is TOP NOTCH! I started banking with First Republic because of Josh...

Very unprofessional and lied about what she was sending to have signed. Then taunted that it was too late and my children’s settlements are completely RUINED...

Obviously this branch is terrible and my one start review will only prove this branch and branch manager Mena needs additional training on customer...

This company likes to send unsolicited commercial Email to try to find new customers.

Worst branch in usa. They dont pick up their phone. They are not even open most of the time. Terrible.

Very poor customer service and lack of work knowledge and professionalism. When I tried to cash a check, the female manager called the person who...

I need to wire transfer funds for closing while traveling. For some reason, I could not complete the wire transfer online and had to do it in person...

No service for customer, waiting for nothing, I am only 1 customer in office, but they told me 25min without service.very bad customer service at this location...

Never go to this branch as the branch manager is extremely unhelpful and uncooperative. I tried to cash an insurance check through them bc that's the...

Not sure the low reviews but my visit was good. Went to get a stack of $1 bills for a gift. Everything was professional and quick.

Long long lines. Always. It's quite odd how Bank Of America finds a way to make their bank feel like a government aid office. Unbelievably bad...

DO NOT use this credit union for a solar loan. When we first applied, they caused delay after delay to process the loan. When we paid off the loan...

WHAT A JOKE! In the middle of a week day management turns customers away saying their teller is out to lunch. Really? ! First, why is there only a single...

I have been going out of my way to come to this branch for years. They almost never have a line for the teller and if you need to do anything else the...

Audrey Was Tremendous! Helped and my made my day amazing great branch and wonderful staff!

I had a 60 minute meeting scheduled with a financial consultant who called me and went straight to my voicemail. I called them back right away and...

This location always has the Apple Pay feature disabled. It is incovinenient to try to use the drive thru, and then the outdoor atm, only to have to use...

They are liars and they have no respect for the individuals, they act as if they are better than you. Garbage dont use or donate

Disorganized staff, particularly on the business side. Long waits and constant up sales. Worth your time to skip this branch for an alternate.