Santa Clara, CA Financial Services

I am quite flabbergasted. Besides the already heinous reviews this company has, I called to verify a check that I received in the mail that I believe to be a fraudulent c ... more

Went to Starbucks Saturday night for a coffee and to partake in a get together with friends, and was getting yelled at over the loud speaker by someone inside CEFCU that ... more

Amazing experience working with them!

This location can hardly ever cash my paychecks, they're always on breaks and closed passed the time they say on the door they'll be back. Horrible customer service, if y ... more

Phuong is knowledgable, professional and caring. She is meticulous and prepared. My experience with Phuong goes back 20 years and now I felt like I got a jack pot. I high ... more

I would like to leave a review for Gino. Gino has assisted me with my issue today also gave me some good tips on how to us CoinFlip application that can help me with bitc ... more

why would a bank not verify one of their cashiers checks?

Easy and fast way to buy BTC with cash... if you have extra fiat laying around and wanna convert it to BTC I recommend

Steven Duffy is an amazing listener and a consummate professional. He cares about his clients and makes sure he understands how you feel; what your goals are; and is happ ... more

Still trying to figure out what this place is all I know is the coffee is really good and a lot of seats to do work

Not impressed with the service here. Victoria was not the most pleasant and seemed almost annoyed when I had to return later, then asked me to set up my account online - ... more

MG

Made an appointment with hr and block to do My taxes. It took me here. They couldn't do my taxes bc they don't have someone certified to do my type of tax which was liter ... more

Phuong is knowledgable, professional and caring. She is meticulous and prepared. My experience with Phuong goes back 20 years and now I felt like I got a jack pot. I high ... more

Perfect location but unhelpful people. Every time I come here I have to wait and wait. Doesnt happen at other Chase branches.

Customer service is in Guatemala. Grrrr. Callback in an hour. Then placed on hold forever. Been a bank of the west customer fir 20 years. I will cancel bmo credit card!

I'm not that knowledgeable when it comes to personal financing. One of the things I like about Edman is that my Financial Planner does a pretty good job of explaining the ... more

This is our bridge loans through Cyrus. Both times Cyrus has done a 5 star job for us !! He is very knowable and knows how to find the right loan for my needs !He is wit ... more

Had an amazing experience with professional banker Vivian Yan. She patiently walked me through all the options for CD accounts and we reached an account that benefited me ... more

Always out of coffee,.machines are outdated

I have been a client of NRI Tax Group for the past 8 years, and I can confidently say that Mr. Shamsher and his team provide exceptional service. Shamsher is a highly kno ... more

Payal was not only professional but knowledgeable.

Clark Pierron is amazing. Outstanding hospitality and professionalism. I am willing to bring all my friends with financial needs to him. He gets the job done with a smile ... more

The manager should be fired. She is extremely rude. How did she become a manager?

Everything takes five phone calls. No one has enough training to really answer a single question. And the Message Center online youll just keep waiting. I tried patelco f ... more

This location only has ATMs to help with withdrawals and deposits and maybe one human attendant. Perfect for what I needed (getting cash in specific denominations to go b ... more

Actually 1 star is too much for this branch. They are closed without letting the customer knows!!! I need to access my safe deposit box urgently but they are closed and I ... more

Nice and polite employee. They asked what I need and why I m here. Short wait for a banker to meet and helped out with open a safe deposit box. One thing that I m disap ... more

Easy use and will automatically sort all the coins. Just feed it into the machine and drops coins in the counter reader. You have three options for coins to turn into gif ... more

I wanted to close my Wells Fargo account as I don't live there anymore and had a flight to leave the next day. The Citi across the street closed my account right away. It ... more

I just wanna tip the scales

Very helpful accountant pertaining to tax advices and very friendly. Will come back for tax advices.

Bad service, the people who are here did not ask me to help with a balance transfer, I took a credit card with them to transfer a balance that I have from another card an ... more

Call and make sure I went out of my way to the mall and they close and took away the atm

No one answers the phones. I have called this and other local locations multiple different times today - not a single answered call. I need to know which locations are ac ... more

It was closed when I decided to take a customer on on Monday holiday day.