Danville, CA Investments

I've had the pleasure to work with Ying and Jeremy for over two decades and, if you can become one of their clients, they provide fast and excellent service

Dave Parker and his staff are prompt, professional and very communicative.  I am really pleased with the overall service I have received since opening an IRA back in 2013 ... more

Amazing service. I had been here to create a new account. Everyone was really helpful, especially Sophie. I recommend going to this branch.

We went in to complete a name change request. We met with Asha(?) and she stated that she would take care of everything completely. We asked her to only change my wife's ... more

Jeremy at Conversant has been a breath of fresh air when it comes to managing my finances! A personal relationship was quickly fostered between Jeremy and I so this doesn ... more

FMG is a top notch, honest and effective company. The President Jason Berry is an ethical partner that has your best interest at heart. He knows how to deal with banks an ... more

Love working with Equidy they can closed your loan fast and easy. Thanks again Dan and your Team.

I just want to thank the employees that helped me at the San Ramon office on Friday morning.. Thank you both for going the extra step and showing professionalism in a t ... more

It's a place where you will get a mediocre customer service, super long wait times and a feeling of disrespect from the leading banking company.

Auto enrolled me in a 401k plan that I had declined on two separate occasions. Found out they've been taking a sizeable chunk of my paycheck, without my permission, and t ... more

Worse Bank ever, I should have listened to my neighbors in Blackhawk. The branch manager Homaira Anwari is extremely rude, I will not come back here again. Others are say ... more

Ugh Doesnt work have to go inside And now only one teller will be here everything will be atms Thats what the manager just told us all. We said So now we have to wait in ... more

Nice place. Plenary of cilantro