Santa Clara, CA Financial Planner

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

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

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

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 stopped by for a quick consultation. Mohammed was prompt and kind. I defiantly will use their service in the future.

If you are considering hiring a Financial Advisor look no further than Essence Wealth. Sunny Wang is very professional and responsive. If I have any questions regarding m ... more

Visited the Bank of America location in Santa Clara and had a stellar experience. Nicole and Rita were incredibly helpful. Nicole kept me updated on my wait time, and Rit ... more

I have worked with Albert on both purchase and re-finance loans for my primary residence and investment properties over the past decade. Though my financial situation is ... more

I highly recommend Laddi Jhuty' financial planning services. I really just wanted an expert to look at my situation in detail and provide advice that I could execute on m ... more

Proud Customer Since 2006...Thank U for all the Things  ( but Sometimes .. --in past  ) lol but Overall  Gr8 Coz I kept it too Real with Same Bank For staying Regular sin ... more

It was very uncomfortable, employee chewing gum and talk.

Ron was amazing and very helpful. Extremely professional and friendly. I highly recommend booking your appointments with Ron!

Anne's the best. Highly recommend.

Smells gud

Slowest ATM in the history of ATMs