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    Edward Jones - Financial Advisor: Mike Phan

    5.0 (1 review)
    Closed 9:00 am - 4:00 pm

    Services - Edward Jones - Financial Advisor: Mike Phan

    Investment management

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    5 years ago

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    Oak Valley Community Bank

    Oak Valley Community Bank

    (1 review)

    I'm a non-bank customer and stopped by the Tracy branch today to look into a matter regarding a…read morebusiness check drawn on this bank, intercepted before I received it, then deposited by someone else into a different account at another bank. I was greeted warmly by two people when I walked in, and thanked by three people when I left. Unlike the big and impersonal bank I currently bank with, I didn't need an appointment to talk with a personal banker. Michele P., assistant customer service manager, immediately sat down with me and listened to the issue, explained the procedures, and phoned a second person to double check that this somewhat rare case was being handled correctly. Brochures were easily accessible for me to peruse while I waited a few minutes. The matter will likely take a few days to a week to process, but I felt well taken care of, and Michele plans to follow up with me later today or tomorrow. She also answered several questions about new checking/savings accounts, and let me know that they offer auto loans, etc. Overall impressions of her: Exceptional customer service, knowledgeable, kind, patient and professional. Impression of the bank: Friendly employees! No waiting - which was great! - and it was interesting that everyone's voices echoed a bit, due to the tile floor in the lobby area (there could be carpet other places; I didn't notice). The branch location is centrally located off 11th St. at Central, and is slightly hard to get to due to the busy intersection, but there's a good sized parking lot with ample parking. I was so impressed, I'll tell anyone I can about this place. And when it comes time to open a new account someplace, for myself or a family member, I'll remember the positive impressions I received and may bring my business here. Thank you, Tracy branch - and Michele!

    Edward Jones - Financial Advisor: Mike Phan - insurance - Updated June 2026

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