Outstanding team service, Josh helped me protect my family. Excellent communication throughout and…read morevery trustworthy.

Update to my review from a year ago, Josh and his whole team are so wonderful to work with! They…read morecontinue to surprise me with their level of detail and care for my financial goals and needs. Super patient with me as I make decisions as well. Thanks team!

My advisor Adam has been outstanding in guiding me. In fact, using Fidelity website has been so…read moreeasy and educational after a divorce I'm now managing all my own investments. I knew nothing about investing prior to divorce. I am so confident in Fidelity I've consolidated most of my funds to this company. No, this is not a paid advertisement! Anita Cook

My accounts were FROZEN by a Risk Assessment; they made an error and blocked me in the middle of…read moremaking a transaction. No FRAUD. I can put $ into my accounts but I may not withdraw any $, buy CDs or use my HSA account. No one will talk to me other than to tell me that they are "working on it". The have messed up my entire account. The workers seem very inexperienced, say the dumbest things and are no help. I finally just hung up, it's been 2 weeks at least. I don't know what to do as my company uses them for 401k & hsa.

This is by far the best Chase branch I've been to! Every time I walk in, I'm greeted by either…read morestaff or a security guard. I'm glad that they always have a security officer in front. Staff here are friendly and courteous and go above and beyond to make sure my banking experience is smooth and efficient. Also shout out to Armando, the relationship banker who helps me open credit cards - he is a wealth of knowledge and so helpful. The branch itself is always clean and well-kept. I've never had to wait in a long line. Only con is that parking in the strip mall can be somewhat of a pain.

Received one of those mailing coupons to open a Chase account but opened it at another branch and…read morehad a terrible experience. About a week later I decided to go to another branch to get help with understanding my new accounts and ended up here in Natomas. I was greeted by a very friendly and welcoming Michelle who provided such excellent and professional service and was very patient, knowledgeable and kind throughout the process. I also met with Jimmy the manager who was very friendly and helpful as well. This experience helped me decide to stay with opening my accounts and I look forward to being a Chase customer. Thank you Michelle and Jimmy!

We have been banking with Five Star Bank for years, and they are a pleasure to work with. They are…read moreprofessional, prompt, flexible, and customer service oriented. We are a relationship driven organization and for that reason we work well with Five Star - the human relationship matters to their organization. It's clear that they invest in their employees and customers. We continually look for more ways to do business with Five Star and appreciate all that they do for FollettUSA.

In 2024, the lack of virtual card options feels utterly archaic. It's giving 'stuck in the past'…read morevibes complete with checkbooks and phone in banking. How can you expect to reassure anyone of your capability to safeguard their financial interests and privacy if you can't keep pace with the simple advancement of the digital wallet? This oversight, or lack thereof, suggests a lack of focus on keeping current and staying relevant and suggests laziness, cost-cutting, or being stuck in the past. None of which inspire new membership from a smarter client base, nor does it spark excitement in any other financial offerings through new investment opportunities. It's a recipe to reassure the insolvency and lack of longevity that would rival at the mere chance to be the modern day WAMU.

Excellent advice, excellent customer service. Ed and Keith had our best interests in mind when…read morethey advised us. As newly retired, we feel confident about our decision to join the Springer Financial group.

From the owner: Our proprietary process builds successful retirement and tax-advantaged portfolios. We can help you…read moremanage risk. Our approach to Wealth Management is very unique. We combine first rate investment management and advice with a very personal, holistic approach. My 30 years in the industry has afforded me the experience and expertise to provide solutions for the most complex financial and life situations. Our wealth management process specializes in investment planning, risk management, retirement and estate planning, typically for people in transition whether it be retirement, inheritance or exiting a business. Our concentration on achieving optimum returns that are just right for you with the least risk possible, allows you to live your life's dream with peace of mind.

gloria is phenomenal. she is so personable, empathetic and warm. she made me feel better about my…read moresituation.

Gloria is amazing and so friendly, helpful and has amazing customer service! All staff at this…read morebranch are super friendly and knowledgeable! I haven't seen customer service like this in a long time!

About 6 years ago Schwab blocked me from accessing my online brokerage account for unspecified…read morereasons. So I opened a brokerage account with TD Ameritrade. But now that Schwab has purchased TD Ameritrade, my TD Ameritrade account will be transferred to Schwab which means I will be blocked once again from online trading. I called Schwab and they said they cannot guarantee I will have online access to my Schwab account once my TD Ameritrade account transfers over despite being a TD Ameritrade client in good standing for 6 years.

Difficult if not impossible to meet with a person unless you are initially opening an account…read more Also phone calls leisurely returned. You get the impression of the Wizard of oz behind a curtain when you go into their office. Lots of empty cubicles. Have gotten conflicting information. Their online forms come with lots of problems and don't seem to accomplish what they seem to promise. Been trying for 10 days now to get a straight answer. Speaking to someone finally about misinformation, was told...well he's new. Is that an excuse? very disapointed with my experience with them

I do not bank here, however after reading ALL the negative Yelp posts,…read more Customers should contact the CORPORATE office since bad customer service is the NORM at this branch. Very unprofessional - apparently bad Management and damaging Public Relations. Go bank at SAFE Credit Union, great customer service. I have been banking there for 57 years. The Natomas Branch is in the SAFEWAY shopping center next to Panera Bread on Del Paso Road. People work too hard for their money to be treated disrespectful and rudeness.

This is the worst branch you could possibly go to. The employees stand around talking while there…read moreis a line out the door. The last time I went in there were 4 of them standing and talking about what movies they had recently seen. They never greet you or try in anyway to help you get in and out quickly.