Chase Bank

Liz turned my day around! I'm desperately trying to be a finance girlie and decided to rollover my 401k with JPM. After receiving my check I went to a different branch in Sunnyvale where I was told to "try at home on mobile." I knew the amount was too high for mobile. I was afraid that I did something wrong but decided to give it one more try at this branch. Liz is already a FINANCE GIRLIE! I didn't do anything but hand her my information and she just took care of it. She did everything right there, no issues. It's difficult to express how impactful her help was on my day and my finances. I'm grateful for Liz and everyone at this branch who took the time to help me today.
Feb 1st, 2024

Rupal is very helpful and patient. She helped me solve multiple issues very quick, thanks Rupal!
Jan 20th, 2024

Aug 11th, 2023

I am very surprised by the low reviews. When i look at the issues it looks like most of them were from a couple of years ago. Earlier this year when the banks started to collapse, I decided to shop for a new bank. It turns out that credit unions are not FDIC but a different insurance that may not be as protected. Who knows but the pessimist in me doesn't trust anyone. I went to several banks including a couple of chase branches. This one was the cleanest and had the shortest lines. It actually setup more like a private client bank with brand new offices. My wife and I interacted with James ( the boss), Jenny (wealth management), and Kristin (private banker). Everything went smoothly. We probably spent 3 hours talking to Jenny also pointed us to some interesting investment strategies. Since we had a lot to learn, we ended up meeting a couple of times. Each time we went way over time but they were so polite. A pleasant experience. Now that Chase and JP Morgan are combined, Chase is probably too "big" to collapse. Its one of the 4 banks that have been identified as banks that the fed will have to bailed out if things go south. I think I will move more money here. If there was a negative, it would be that its hard to book an appointment with a specific person. Seems the best way is to call them. Seems odd in 2023.
Aug 5th, 2023

Jul 6th, 2023