David Beck Financial Services LLC
Financial Planner, Educational Consultant, Banking And Finance
19925 Stevens Creek Blvd #100 Cupertino, CA 95014David Beck is a certified financial planner with extensive experience in college financial aid. I would definitely recommend him to any family who needs advice on how to ... more
Pesta & Pesta Wealth Management
Financial Planner, Financial Consultant, Investment Company
20370 Town Center Ln Suite 254 Cupertino, CA 95014My husband and I have been with Pesta and Pesta for over 10 years. We retired as we planned and we are enjoying the lifestyle we wanted. Many thanks to Derek and everyo ... more
Bank of America Financial Center
Bank, Financial Consultant, Financial Planner
20563 Stevens Creek Blvd Cupertino, CA 95014This branch is the worst. Unresponsive. never pick up their phone calls. I called the branch 4 days in a row to speak to someone. Rude when you ask questions. Every time ... more
Cindy Shi, CPA
Accountant, Certified Public Accountant, Financial Planner
20045 Stevens Creek Blvd Cupertino, CA 95014This company is very cheap & staff is very rude
TD Ameritrade
Investment Service, Financial Consultant, Financial Planner
19349 Stevens Creek Blvd Cupertino, CA 95014I've bad experience on this place, try to open account, but the attitude is not welcome. the most important, I saw one lady not wear any mask and walk around.. can't beli ... more
Bank of America Financial Center
Bank, Financial Consultant, Financial Planner
21020 Homestead Rd Cupertino, CA 95014Merchant service at this branch is the worst.
Bank of America Financial Center
Bank, Financial Consultant, Financial Planner
19376 Stevens Creek Blvd Cupertino, CA 95014Sarah helped us very kindly even though we arrived late to our appointment and our visit took long and even passed the bank close time. She patiently supported our need a ... more
Bank of America ATM
ATM, Financial Consultant, Financial Planner
19376 Stevens Creek Blvd Cupertino, CA 95014Closed my Savings Account since BoA doesnt offer a high-yield version. However, the people helping here were awesome: efficient, kind, and funny to boot
Addison Avenue Investment Services
Financial Planner, Financial Consultant
19960 Stevens Creek Blvd Cupertino, CA 95014Been a customer with both First Tech and Raymond James for the financial investment portion fore more than 2 decades. Couldn't be happier.
Bank of America ATM
ATM, Financial Consultant, Financial Planner
20563 Stevens Creek Blvd Cupertino, CA 950141. Never enough Tellers or Bankers 2. Everyone is in a horrible mood until they find out youre a A+ client. 3. Customer service does not exist at this bank. Horrible all ... more
Bank of America ATM
ATM, Financial Consultant, Financial Planner
21020 Homestead Rd Cupertino, CA 95014not 24 hours
Carlton Pace Wealth Management, Inc.
Financial Planner
20380 Town Center Ln Cupertino, CA 95014Where do I even Begin... Please stay away from this business unless you want to lose all your hard earned money. He will help you lose 75% of your investment... STAY AWAY ... more