Los Gatos, CA Financial Services

I am looking forward to beginning my investment journey with them soonest.

Very knowledge tax professional service. flexible, efficient, friendly, and easy to work with. I highly recommend their services to anyone in need of expert tax assistanc ... more

I love working with Fidelity!

I'm a small massage business and am sharing my experience with Cheryl Young as a client. Cheryl booked an appointment with me and decided 45 minutes prior to the appointm ... more

It's a full branch - just very very tiny. Kellen is excellent, had 4 different things I needed to get done and he delivered. Will come back.

Just inside the Nob Hill entrance.

Appreciate Diana's service. She was kind and patience. Able to answer my questions and concerns with her knowledge. Definitely made my day! Great customer service experie ... more

It's a full branch - just very very tiny. Kellen is excellent, had 4 different things I needed to get done and he delivered. Will come back.

Have gone here for years. Great bank with friendly staff

Albert Wu and his team made my tax filing experience seamless and I really appreciate how quickly they got it done!

My experience here is very positive even though I am not this branch 's customer. Both tellers and bankers were very helpful. Especially Rachel Vlamis- very pleasant to w ... more

Went there at 11:55 on Saturday and they say they dont have bankers to do wire transfer. You are located in los gatos and you dont have bankers to help people on a Saturd ... more

Be careful. They have caused financial loss for many affluent families across the bay area. This is a father and son operating with NO boundaries. Jessica, their only emp ... more

Impossible to get a real person on the phone either at the local branch or through the call center. Round and round in circles if you don't have a standard questions. S ... more

I'm using his service over 10 years. Thank you very much.

Cathy helps to make sense of the financial pie; especially for those thinking about separation, divorce, and/or family estate planning.   A highly efficient approach help ... more

I am looking forward to beginning my investment journey with them soonest.

Robert has helped me and my family for years,we love him like family,thank you Robert

The absolute worst branch of any bank and certainly of wells fargo. They are rude, lazy, and could care less about clients. Super understaffed. Don't waste your time b ... more

Frederick Tax service is excellent. I have had him file our taxes for a couple of decades. I rely on Fred for all my tax questions. Fred is easy to work with and provides ... more

Juliette is a pleasure to work with. She is extremely knowledgeable when it comes to investments, taxes and stock options. She is highly credentialed and has helped me tr ... more

Iv'e been with Wells Fargo 40 years. opened my business at this branch 36 years ago. my corooration has grown to many divisions and DBA's. i had been calling ever ... more

They had the fastest service I know.

This firm is the best. I have been in finance for 40 years and using Bellotti and associates for the last 15 for my corporate, partnership and personal returns. Knowledge ... more

Great experience overall having Olga as my CPA. She understands her clients, very efficient, personable, and she is an expert in her field. Highly recommend her accountin ... more

These guys are very knowledgeable. Awesome company