Oakland, CA Financial Consultant

Helped us apply for an SBA loan. The entire team was professional and timely.

I fell victim of crypto scam after searching on Google for information about a crypto asset brokerage firm. The top result was a sponsored link leading to a website with ... more

I’ve been with Robin for the past few years. She has always given me the best information and advice and done what is in my best interest with reliable, consistent tran ... more

We have been working with RJ for about 5 years and we are so grateful for his knowledge and professionalism. He will fold you in like family and we appreciate his hands ... more

My husband and I have been working with Ben for a couple of years now. What stands out to the two of us is that he immediately put us at ease. He has the ability to li ... more

I did one 2-hour intro session with Tiffany and honestly, she paid for herself with the insights she had about how I was managing my money. I want to buy a home someday a ... more

My 2017 New Years resolution is to financially plan for the future. Nicole and the Strategy Squad team have adequately prepared me to meet my resolution head on. I had a ... more

You don't want to use this woman. This woman screwed me on preparing my taxes. Had me paying thousands of $$ when I was a student with a side business of pet sitting. ... more

FBC is the best: Great people, successful company.

Thanks Jake for handling everything I needed! Very professional and knowledgeable.

Kudos to Eric Rheinheimer for being a professionalenrolled agent who is knowledgable, courteous, and cares about his clients.  He will return yourcalls or emails even if ... more

I have used this branch 3 times over the past three years. I have always had a good experience. Yes, the first time there was a wait at the teller line and only two tel ... more

I was helped by Kaku Weathersby when I was trying to help my elderly mother sell her home. Ms. Weathersby did a phenomenal job in keeping the whole process on track and e ... more

Loren's sage advice and high skills in money management, bookkeeping and wise advice are peerless. Lucky person who hires him. He knows his beans / counting and trained ... more

Ronald has a lot of business knowledge and really knows how to go the extra mile when it comes to explaining options. One thing that is really good is that he takes the t ... more

Tom Ayer is great to work with! Had an all around pleasant experience one of the best. One of the Best financial Consultants in Oakland

In general, I am not happy with Bank of America and I would give b of a 1 stars for their online service and apps. This branch in particular is one of the worst i have be ... more

Cheryl is amazing. She was somehow able to untangle our complex financial situation and communicate with us about the best ways to invest while being really easy to talk ... more

I have worked with John for a number of years and he has been nothing but incredible. In critical client situations, I can call him for guidance, support, or have him ta ... more

Unprofessional manager named Miguel, i had an appointment with him today and I was seeking the help to open account he was talking on the phone with someone he said can y ... more

I wish I can do 0 star for this location The lady that was helping me today (sky) She dont know how to treat the customers right. The manger she is so nice . Jest the lad ... more

Slow to attend

ATM doesnt accept or give cash at the moment. Sad and waste of time.

Has 10 Windows and only one person serving, very boring

I know you had a fire TWO MONTHS AGO.  Now you say you won't reopen until March 2023!Just move already!  How about back to DOWNTOWN OAKLAND where most of us joined yo ... more

Really understaffed, not hugely helpful. ATM is easily accessed. Parking lot is metered, even for customers

I will never go to a place again that uses this company for their billing. I overpaid this company after I had an MRI. They billed me once and I paid the bill, and they ... more