San Jose Financial Services Reviews

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Stanford Federal Credit Union

694 Pampas Lane
Stanford, CA 94305

Alissa S. writes: They are so helpful and nice here! They helped me get a loan. Real, actual people answer the phone! They have drive-thru teller, and when you go in the branch, they have this cool machine that spits out the money for the tellers. Nifty.

People here…

Wells Fargo Bank

139 Ranch Drive
Milpitas, CA 95035

Hilda W. writes: No lines, great service...what more can you ask for. this place has the best tellers and bankers. Cute tellers too. They are super quick with transactions and they can help you with everything. the people there are super nice and friendly. If youre…

KeyPoint Credit Union

3980 Rivermark Plaza
Santa Clara, CA 95054

Chris S. writes: I've been a member of this credit union for a little more than a decade. I have had absolutely ZERO complaints. Top that.

Washington Mutual

2200 El Camino Real
Santa Clara, CA 95050

kaela h. writes: i have to admit. i initially went in to set up an account few yrs ago when i realized that checking account was free. i ran into some hiccups in the beginning when they didn't trust me yet, 'n they refused to cash my checks right away. they…

AAA-California State Automobile Association

39600 Balentine Dr
Newark, CA 94560

Ryan T. writes: I have had good service from AAA in general for my insurances/membership. I had misplaced my proof of liability auto insurance paperwork, and needed to make sure I had that on hand for a holiday roadtrip. The folks at the Newark office were cordial…

Technology Credit Union

2010 N 1st St
Ste 200
San Jose, CA 95131

Jackie S. writes: I have been a member of Tech CU for about 4 years now. I am pretty satisfied with the service. They offer very low interest rates and they do not steal money from you like Wells Fargo does. I left Wells Fargo for that reason. (They were charging so…

Prevot & Associates Insurance Services, LLC

P.O. Box 1509
Los Altos, CA 94023

Danielle v. writes: "Anything Insurance Ask Mike"

Boisterous and outgoing Mike is exactly the sort if guy to get the job done. Not only is his cannon of insurance knowledge unparalleled, he is always there in a moments crisis- exactly what you want from your Insurance…

Wells Fargo Bank

1 S. Milpitas Blvd
Milpitas, CA 95035

Luan N. writes: these guys are okay. Its almost like watching animals at the zoo behind the glass. Kind of amusing. But its cool. They get the job done. Some of the tellers and bankers seem kind of weird ;/

Washington Mutual

749 W El Camino Real
Mountain View, CA 94040

Craig Z. writes: My bank for something like 10 years. Fantastic. Well, maybe not fantastic, but they screw you over much less than BofA or Wells Fargo.

I'd love to give 5 stars, but....

subtract 1/3 of a star because the building is on an odd diagonal bias to the…

Washington Mutual

791 E El Camino Real
Sunnyvale, CA 94087

thien h. writes: great place to open a bank account unlike wellsfargo where they charged each day 5 bucks when you overdraft and do not pay it off as of wamu they just give you a letter telling you what happend sometimes they will waive the fee if the tellers are…

Washington Mutual

1285 S Park Victoria Dr
Milpitas, CA 95035

Joanne V. writes: Free checking, free atm usages, Free online banking, Free BillPay....

What's next WAMU....Free shoes?!?! I'm a size 5!

World Financial Group

2099 Gold Street
Suite 122
Alviso, CA 95002

a.v. n. writes: Thanks Bradley H! I actually work under World Financial/AEGON, and my colleagues are top-notch. They were always there to help me out when I was new and continue to mentor me professionally.

The vets whom I work with work extremely hard for their…

Bank of America

760 Laurel St
San Carlos, CA 94070

Ed H. writes: What a great branch. May get a little busy but the tellers are super friendly and very helpful. If they're not busy they're always happy to chat it up. Have an issue? you'll find the staff here is always willing to find a solution for you, as long as…

Washington Mutual

275 S K St
Livermore, CA 94550

eRiKa M. writes: I love this branch!
Moving here from SF and having to drive to the Wamu in Daly City only because I can never find parking at the ones in SF sucked, and then having to wait in line ALWAYS sucked even more.

But moving here to Livermore and going to this…

1st United Services Credit Union

5901 Gibraltar Dr
Pleasanton, CA 94588

JeFF T. writes: I always get the best customer service here. They're always personable and helpful. They are so much better than one of those big name banks. They do it all here...auto loans, home loans, home equity lines, money market accounts, IRA, etc.…

Quality Returns

1435 Koll Cir
Ste 106
San Jose, CA 95109

Vivian C. writes: I had a great opportunity working with Randi and her client. I saw the dedication that Randi had for her client, and how involved she was in the process to ensure the best interest of her client. She is so professional and knowledgeable in her…

Wells Fargo at Old Stanford Farm

600 Quarry Rd.
Palo Alto, CA 94304

terry h. writes: This is a really, really beautiful bank. It looks like a restaurant in there. In fact, I thought it might be the entrance to California Cafe. It is NEVER crowded, the staff is great.

Wells Fargo has always been a very good bank for me (unlike Bank of…

Citibank West F S B

10 Almaden Blvd Ste 100
San Jose, CA 95113

Melanie C. writes: I'm not sure why, but apparently Citi Bank can't take address changes in person, they have to be done over the phone.

So I just opted to make a credit card payment instead. The process was very smooth. The lady was helpful and even whispered…

Lawrence Pon CPA

240 Twin Dolphin Dr
Ste F
Redwood City, CA 94065

scott H. writes: Call Larry soon before he stops taking new clients during Tax Season.

Washington Mutual

5142 Stevens Creek Blvd
San Jose, CA 95129

Krystal N. writes: This is the best WAMU ever. I don't even bother going to the other ones.

PayPal

2211 N 1st Street
San Jose, CA 95131

Honey Lee B. writes: Okie dokie - here it is...........
Just the facts, please.........
PayPal, founded in 1998, San Jose, CA. was acquired by
eBay in October of 2002.
Newly opened Corporate HDQ moved to Mountain View, CA.
in April of this year.
56,000 square…

Bank of the West

501 Castro St
Mountain View, CA 94041

kim n. writes: After nightmares with BOFA, Citibank and other f'd finiancial institutions, I've found my branch. People are super friendly and helpful and they just don't push the red tape you see at other places. Maybe it's just pure luck but hey when you find…

Washington Mutual

167 S San Antonio Rd
Ste 8
Los Altos, CA 94022

Yan M. writes: Love doing business at this bank, quick service, never a long wait and very efficient staff! Parking is usually plentiful in the area.

Technology Credit Union

605 Ellis Street
Mountain View, CA 94043

kim n. writes: I joined this credit union through my last job and used them to buy my 2nd car ever. Good competetive rates on loans and they further reduce the rates based on loan auto pay, direct deposit and other services they offer. I pre-qualified for a loan,…

San Jose MarketCenter

700 Coleman Street
San Jose, CA 95110

Adeline H. writes: This is one of my favorite weekend shopping place. It has the best Target store so far near where I live (because is new!) and Trader Joe's is coming soon!! Costco is nearby too.

Golden Bay Federal Credit Union

Edquiba Rd., Building 556
Moffett Field
Mountain View, CA 94040

marevie t. writes: What a drive this place is! However, I feel safe at this bank because not only do they provide adequate services with helping me shield my account from fraud (I hate identity theft, those mofo's are fucking slick) but all of them are preety smart as…

Fremont Bank

35880 Fremont Blvd
Fremont, CA 94536

jerry r. writes: I like the convenience and accessible bank for all my need

San Mateo Credit Union

525 Middlefield Rd
Redwood City, CA 94063

becca w. writes: I had a cute little ole' beemer that I loved very much. Unfortunately, those feelings of love were unrequited. I got a job in Redwood City and a few months in (and a couple hundred miles of commuting to and fro (SF to RWC), the Ultimate Driving…

Wells Fargo

295 S Mathilda Ave
Sunnyvale, CA 94086

randall s. writes: Mike Napoli is the Financial Consultant at this branch. He's my advisor and his clients seem to love him.

Family Lending Services, Inc.

Campbell, CA 95009

aspasia s. writes: Want to close faster than a speeding bullet?

Family Lending Services!

My mortgage broker at Family Lending is a number crunching, get the job done, soulful, finance guru. I found a property by accident last week, my agent cut me a deal, and my new…

Comercial Dos Acores

2 N 33rd St
San Jose, CA 95116

Travois D. writes: This is an agency of the Banco Comercial dos Acores. I think it is the largest banks in the Azores Islands, It also has offices in mainland Portugal, Madeira Island, Canada, and Venezuela. While not a bank, this agency provides services for anyone…

Golden 1 Credit Union

100 Park Center Plaza Suite 101
San Jose, CA 95113

Shiela T. writes: The best move I ever made was to leave a large, very popular, impersonal financial institution shortly after graduating from college.

If you are interested in personal, professional, and exceptional service, try to get in with the Golden 1 Credit…

Waddell & Reed - Laura Jacobs, CFP

1999 S Bascom Ave
Ste 400
Campbell, CA 95008

Marina C. writes: looking at what you currently have and what you need to have in order to retire can be a daunting task... Laura Jacobs may cost more in the short run but her sound advice and financial guidance are valuable assets to have on your side... for a busy…

Bank of America

2650 Berryessa Rd
San Jose, CA 95132

Heidi B. writes: Customer service here is great! The people are always so pleasant, and knowledgeable. I am always impressed with them... unless it's one of "those" days, and I really don't want to talk to anyone. Ugh, I wish the fuckers would stop smiling at me when…

Bank of America

395 Quarry Road
Palo Alto, CA 94309

Stephen L. writes: This branch is a quick bike ride or walk from work. Much closer to Stanford than the Lytton branch in Palo Alto.

Some cool things they've done for me:
1. They don't yell at me if I don't fill out a check deposit form when I deposit checks. (See my MIT…

Bank of America

2600 El Camino Real
Palo Alto, CA 94309

Jesse K. writes: Although I am not a customer of B of A, I have had the pleasure of banking here. Upon entering the building I was greeted by someone who seemed to be genuinely happy to have me inside their bank. I told the gentleman why I had come, at which time…

Tanner & Associates Asset Management

14417 Big Basin Way, Suite B
Saratoga, CA 95070

hilary M. writes: these guys are great. not only have they made me double my original deposit, they are personable, honest, and reliable without all of the hidden fees (eg: big investment firms such as charles schwab, merrill, etc.).

Washington Mutual Bank

1297 E Calaveras Blvd
Milpitas, CA 95035

Tu D. writes: Another wonderful Wamu Branch in my town!!! Woohoo!!!

This one is cool because the tellers aren't behind a counter. You stand right next to them as they process your transaction. And if you want cash back, then they give you a pin number that you…

J Bradley Financial, Inc

59 N Santa Cruz Ave
Ste R
Los Gatos, CA 95030

Heidi M. S. writes: I have been with JBradley Financial for over 13 months and within 1 year my financial accounts have increased 28% and continue to grow. I know very little about best practices, do's and don't when it comes to investing my money and preparing for…

Bank of the West

14948 Camden Ave
San Jose, CA 95124

Zakk D. writes: This is by far the friendliest and fastest Bank of the West in Santa Clara County. And I can recite about 10 that I've been to. The staff here is both completely focused on what you need and the fact that your time is money. I have never had to…

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