San Ramon, CA Financial Services

I have been going to San Ramon location for 3 years now. Team is very knowledgeable and answer all questions. Good service.

they need to train workers in all aspects. bad service

James Bassett is a great mind and I would recommend anytime. He has a great way of explaining and has detailed follow up. Takes advantage of the tools and knowledge combi ... more

Accurate, quality, and professional work!

Ken is super smart, nice, and professional. I would definitely recommend him to all of my friends/family. I reached out to other CPAs but they werent as good as ken. Than ... more

Kevin has been handling my retirement account for several years. I know that if at any time I have a question he will get me an answer. He is always patient explaining ... more

I've been working with Jennifer and her team for a few months. She is down-to-earth, relatable, and accommodating. I feel very comfortable and safe to speak freely. I don ... more

Bruce Raine is nothing short of brilliant...he has been a lifesaver as my husband and I started our own business, in helping us to navigate the intricacies of sole propri ... more

Customer service is great. Never have to wait for a long time.

Great Customer service. I felt really comfortable that he had my best interest in mind and was an honest guy.

Bheem is very knowledgeable and provided me valuable guidance on a complex tax issue for one of my past years' return. He spent substantial time on the phone with me ... more

price to high

I just had a very positive experience talking with Liliana over the phone. Needed help with FS 5444 and she went above and beyond in helping me with the same. Thank you L ... more

Claudine :)

Very friendly and courteous. Extremely helpful. I owned a small business and Manger Dominique and Matt helped me with my county paperwork and submit. They offered persona ... more

Avoid this bank. I tried to initiate a standard transfer. The app indicated there was an error and to call customer service. 2+ hours of customer service phone calls late ... more

Not a good customer service experience here. There was one teller, and a line forming. There was a second person who was also behind the counter who said someone will hel ... more

Always convenient and pleasant helpful tellers.

Terrible experience. Jennifer is rude and has no customer service skills. The manager Tracy is short. They don't return calls. I am happier with my new bank. Don't waste ... more

Terrible customer service. Completely incompetent staff and do not care about customers.

Friendly staff. Quick service.

Fast and friendly

I used the office located in Myrtle Beach, SC b/c they were a "preferred" partner. Paul was great and super helpful up through closing. The last 72 hours leading up to ... more

Came to this location where Kristina and Laura works. Awesome customer service. Definitely going to come back if they continue this type of customer service.

No atm take off Google scam

So helpful and even more friendly. Felt like family. Thank you so very much.

Most Financial Planners are not worth a s__t. They sell the same portfolio to everyone, sit back and collect their fees. I have had six of these. Insight is the except ... more

Fast, efficient, super communicative, and friendly! I highly recommend Hunter Tax Associates and cant wait to move forward with them for years to come.

Very bad customer service.Went to get a loan and they gave me a very bad interest rate After 14 years with Citibank. I just got way more money with other bank with better ... more

This ATM is open and Inside lucky customer service

I've had the pleasure of knowing Rich and his team for a couple years and the level of value they bring to their clients and the community is top notch.