Stockton, CA Financial Planner

Michele Ostrowski and his highly team at Tholborn & Ostrowski are true experts in everything business tax and tax consulting. Their deep knowledge and understanding of a ... more

Visited my branch for deposit Veronica Martinez (teller) was so Pleasant kind and very knowledgeable Suggested to apply interest free credit card to help me with previou ... more

Its one of the worst companies of insurance to have. They will manipulate their potential clients with gas lighting sale tactics or misrepresent the description of variou ... more

My overall experience has been great with Banker's Life! I have a few policies with them and am more than satisfied. Ask for Pablo Mercado, he's such a thorough agent and ... more

My overall experience has been great with Banker's Life! I have a few policies with them and am more than satisfied. Ask for Pablo Mercado, he's such a thorough agent and ... more

Ronda Finister was a joy and pleasure to work with. She was patient and efficient in helping to meet my needs and expectations.

If youre looking for a Bank of America ATM on the north side of Stockton by I-5, this drive up ATM located in a large shopping center off of Trinity Parkway is a good cho ... more

Moved to a new location at 5250 Clairmont Ave., Suit 104 Call first for an appointment. World Financial Group (WFG) A Transamerica Company They do what they can, to help ... more

Klein Financial Solutions is totally superb. I've generally tracked down phenomenal and serious costs. Besides the costs, they can accommodate you, the client support is ... more

They have the most mind boggling way of finding out how not to help you and how to drive your business (and money) elsewhere. Also, they treated me like a second class ci ... more

Great bank with a great/safe environment!

I highly recommend Jacob Bruce for his exceptional professionalism and outstanding service. Services from his company were a seamless and efficient experience, making it ... more

Excellent management of my account. Firm is very responsive to any needs or concerns I may have.

Hands down one of the most normal dispatch towers I have ever seen. Two quaint service buildings perfectly adorn the grandiose steel structure. 11/10. Wish I could tour t ... more

9 years ago, Thomas and I met in his office from a referral. He explained almost everything to me that I needed to know about retirement savings, as I had no idea; very k ... more

Do not use the drive through atm. There is some kind of pin reader/card skimmer. I used this bank's drive through 2 weeks ago. I was going to use my card today and then I ... more

0 star

Not a good bank for small businesses, very generic, they do not prioritize customer service.

I have been trying to transfer my money to a different 401K for 3 months. No action is taken unless I call or send multiple email reminders. After 2 months my money was f ... more

Ive been a client for over a decade! Lindsey has always provided honest, trustworthy, and timely advice geared towards my personal goals! Thrilled his son, Brooks, has j ... more

Gilbert has help me when I retired . I have been attending the past few meetings, each time being more impressed by Gilbert. He is very knowledgeable, informative and ch ... more

WFG A Transamerica Company They do what they can, to help educate people in better ways of saving money, and helping families to achieve their financial goals and much mo ... more

The service here is complete Garbage you get no help from anyone you wait for along time and no one come and ask if you need help or have any questions nothing and the em ... more

M-f only

I have an unemployment EDT card which I've literally spent 15 plus calls and a total of possibly 20 hours on the phone to correct their problems. Then when I opened an ac ... more

Nice

I had to call the bank and question who transferred $50.00 from my checking to my savings. I tried to explain and I got transferred 3 times and no one could help me, so I ... more