Belmont, CA Financial Services

Was told to come there to open a CD at a certain time. No one was available to help me. They called around and no other banks were willing to help me. I took off time fro ... more

I may try to find an accountant so the same person will do my taxes every year. And the app is extremely bad.

I was referred to Sirinee several years ago by my tax guy and in my opinion she is the best. I have three different funds (based on risk level) with her and have done we ... more

The restroom does not work and the prices are much higher than in other similar stores

Another quick and easy year of filing taxes with Block.

Orlando is great, he's awesome and easy to work with! He knows what he's doing. His secretary/assistant should listen to her Doctor and stay home when she's n ... more

Joseph, was an absolute angel. Being that it is the busiest time of the year for taxes, he was fully booked with clients. Joseph helped in guiding me to the right direc ... more

The branch manager was rude and unprofessional he represents WF in a worst way , definitely will switch to a different bank .

Jeffrey is great! He called back same day for a first consultation and provided clear and helpful advice on a variety of personal tax topics. Very informed, efficient and ... more

I've gone to Merrill for tax preparation for nearly 20 years and have never had an issue with the outcome personally or with fed/state.  The office is joyous, the wor ... more

Very good

Very professional and effective little practice. Good team and excellent results.

I have been using this small family run company for several years.I have no complaints.They are straight forward, honest, and affordable.I use their services to do my tax ... more

Brandon is exactly what you want in a tax guy. He is very detail oriented, honest and ethical and treats you like a human not just another tax client. I've used PenCo ... more

We have used John for probably the last 6 or seven years. We have been very satisfying with his services. He is through, timely, and priced reasonably.

Clara is an exceptional CPA I work with many different CPA's in various states and she is the best - reliable, thorough and fair. I have had a relationship with her for ... more

Out of service

Came by at 2:30 on a Tuesday. No bankers or anyone but tellers in the building to help with my account. Granted I didn't have an appointment, but with such limited hours ... more

This place isn't even open anymore. It should be taken off the map

Western Union money services are located inside the Walgreens store, it is a self service stand alone automated kiosk, available during the store business hours and close ... more

US Bank is by far the worst bank Ive ever done business with. If you ever open an account here, especially HELOC, do note that they make it impossibly hard to pay it off ... more

Out of service

I'm a traveling nurse and my credit union that I've been with forever hasn't any shared branches in the area. I needed a cashier's check to transact some business that w ... more

Out of service

Mark Thompson is not to be trusted. He lacks integrity and follow up. He gives up really easily so don’t expect him to fight for you to make more money. He is a child ... more

Buyer Beware!!!! Financial Elder Abuse!!! Will keep your investment as long as possible Will even call Adult Protection Services to intimidate you You have been warned!!! ... more