San Jose, CA Investment Service

I have been using this bank for several months, after having gone to other branches of the same. This one in particular, their staff is very friendly, they serve promptly ... more

Best financial advice for new investors and large portfolios, alike. Kim is Very knowledgeable and dedicated to your success.

We are VERY pleased with the work done by Juan. He was always professional, fair, courteous, dependable, on time, hard working and all three of our bathrooms look amazin ... more

Brian King of Global Wealth Partners, Inc. was referred to us by a family member and as soon as we reached out for financial advice we felt like we were in good hands! He ... more

Prior to meeting Elaine and Scott, we dreaded managing our long-term finances. While essential for ensuring a future lifestyle, tracking investments was far from what we ... more

Extraordinary people. Kristina sets the standard for competence and compassion. I highly recommend.

Utterly useless

I've had the pleasure of working with Tony and Matt for several years now, and I can confidently say that they are fantastic wealth advisors. I particularly appreciate th ... more

Bad customer service.

Just spoke with Raquel Rodriguez at our Willow Glen WF branch, she was SO professional, helpful and happy to assist, she is a 10 in Customer Service. Thank you, Raquel!!!

Cyrus was more interested in talking sports than taking care of people in line.

This is my local branch. They are doing such a great job during the pandemic. Donaji was a great help. We appreciate you.

Has lots of lights

Very bad service... I don't recommend this location.

Charges for anything / everything. Stay away from this place as personnel lacks common sense! Phone calls to the branch arent being answered due to COVID-19!

people at the bank branch are very helpful. This is an excellent bank branch to come to. The service is very good and it is not crowded at all. There's a CVS and fast foo ... more

Wells fargo locks your accounts all the time. Whats wrong with their services.

Fcil de llegar

One of the several Wells Fargo Bank branches located in Cupertino. It is located in same strip mall where Trader Joe's is located.

Cashier last name King. Tells me next time I got to wait until I'm called because she's not ready. (Me) I'm sorry there's no sign that says wait until called. Great job

This is probably the worst bank Ive ever experienced. Multiple experiences but today was my last one. I will be closing my account. They dont answer the phone because the ... more

If there were 11 stars I would give them to Veda Cassells Jones (the owner of C-J Advisory.  She has handled my money since 1980 when I was "investing" $25 a mont ... more

Was referred to Gateway and I'm 100% satisfied with the service!

How

We want to express our thanks for all the service, advise, knowledge and passion Eric and his team has supported us in our financial journey over the past years.  He trul ... more

I came knowing nothing about investing and needed to switch up some retirement funds. I worked with Ali (sorry man if I got the spelling wrong) and he was extremely patie ... more