The Manager, Mr. Rajiv Ranjan is very rude and I would not like to deal with this branch again. He…read morewas yelling at me. I have been a customer of SBI for many years and never got such treatment. I said I am following the instructions of my branch and unsure of the process, the manager says no one will spoon feed you, you are educated and follow the form instructions.This behavior is not right, treating customers with disrespect.

I had to go to SBI Sunnyvale for attestation yesterday and again today. The manager Mr Rajiv Ranjan…read morewas very knowledgeable, courteous and cooperative He didn't make a senior citizen wait and quickly helped us out. 5 stars All the way .

This guy did business loans for a long time apparently and does not do it anymore. Do not bother…read morehim. I called for a business loan question and was given the wrath.

I can't recommend Joe enough. He helped my business expand greatly over the last year as I offered…read moremore services and needed the capital to do so. The results have been nothing short of amazing. Thank you again Joe!!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

We just closed and funded on our latest deal today, and I want to take a moment to recognize Esther…read moreand her team for an exceptional job. In this business, execution and timing are everything--Esther and Paul delivered on both at a very high level. From initial structuring through funding, the process was handled with precision. Communication was clear and efficient, expectations were managed properly, and any complexities were addressed proactively without slowing down the timeline. That level of control over a transaction is not easy to find. What stood out most was the ability to navigate the deal strategically while keeping everything moving forward. For anyone operating in real estate investment or development, having a lending partner you can rely on is critical. Esther and Paul has proven to be exactly that. Looking forward to doing more deals together.

Esther and her team are amazing! We got a terrific rate and closed on our home a few days ago…read moreafter 5 years on/off trying. Essentially we worked with Team Esther 3 times, because after failing to buy a home and taking a break, each time the financials would have to be reprocessed given our life changes. But we stayed with them and they stayed with us, always with an open door and a welcome back. I can say from time tested experience how consistently reliable, accessible, and knowledgeable they are! Would highly recommend.

Opened my first hysa account here this year. Staff was great, answered all my noob questions, and…read moreeven caught that my drivers license was expired. I hope they continue to operate here. I've been saving more in the mean time. If all goes well, I'll add some more cash to my little nest egg next round!

Anne Rose solved my complicated issues easily, and quickly. If you need anything from this branch,…read moreI'd recommend asking specifically for her. She's smart, empathetic, friendly, and efficient. I had a stressful situation where I had to use power of attorney to take over my sick mother's account. She guided me through, and directed me to a notarizer within walking distance. I can't believe how quickly she resolved my complicated issues. I'm personally an online bank user, but if you have elderly relatives who need a physical branch's services, I'd recommend Home Street just based on my interactions with Anne

I went in the Sunnyvale branch to settle my banking business with Provident. They have been great…read morebut I'm consolidating banks. I was received with the greatest customer experience from a bank teller named Kendall. He offered the banks sell points/promotions and respectfully handled our final business. If you are looking for a reputable bank with the stellar customer focus Provident is the spot. I have no qualms with this bank. I was super impressed with the service even thou I was leaving. Thank you Team for the service and thank you Kendall you will be doing big things because of your attitude!

RUN AS fast as You Can!!!!!…read more No one is capable or competent or responsible to provide service. One online fraudulent transactions took me 1 month with 20 calls and their vendors to receive replacement card and get provisional credit back. NO SOLUTION PROVIDED still for what should be less than 7 minutes job. NEVER USE THEM to let then ruining your life or affairs.

Chris has been awesome to work with. In the first 30 days 52 items have been deleted from my…read morecredit report, giving my credit score a nice boost! I am excited to see what the next round will bring. Chris has explained the process very clearly, worked very quickly to get things going and keep me informed and educated me along the way. I was referred by a friend who has also had Great results with Chris! I would highly recommend him to anyone having credit issues!!

Thanks to Renown my credit score went up drastically. My goal was to be able to qualify for a…read moremortgage loan and credit cards, within 6months they were able to make this happen. It was delightful to work with Chris and his team. They were always prompt and great at communicating me with updates.

Stephen went above and beyond during mine and my boyfriend's first home purchase. He was super…read morecommunicative and even connected directly with my agent to ensure everything went smoothly. We recently had the opportunity to refinance and without hesitation, Stephen reached out directly to us as soon as he noticed rates were coming down. We did not need to chase him for it nor constantly inquire about it--he just felt like it was the right time and reached out! I'm very grateful for Stephen and his team and will definitely be referring him to our friends and family.

Based on his numerous good reviews, I messaged Stephen early last August about the possibility of…read moregetting a United Wholesale Mortgage (UWM) 15-year fixed home loan at 1.99%. This was a new program announced by press release, which I read about in a Yahoo! Finance article, through a link on Google News. Having worked previously in real estate and finance, I knew what the key points were to our situation, so I included those in the message to Stephen, asking whether he would be able to do the loan. Stephen responded abruptly by saying that he would have to talk with me by phone, to discuss "details." After I called him, he proceeded to try to browbeat me into accepting a different program at a higher interest rate. His approach was to use old-fashioned psychological pressure tactics, along the lines of: "Are you so naïve that you think you could actually get such a loan? That rate is just a teaser that you would never actually get." He was crude, demeaning and even insulting. I informed him, politely, that I had a background in real estate and finance, so I was not naïve about these things, offering him one last chance to do business with us, if he was so inclined. But he insisted that the loan would not be possible for us, so I thanked him and said goodbye. Shortly thereafter, I found a straightforward loan broker who in fact did the loan for us, on exactly the terms I had in mind: 1.99% 15-year fixed, with a reasonable fee. We closed in less than three weeks and none of the things that Stephen said were obstacles turned out to be an issue. I am pleased to report that my wife and I are now enjoying substantially lower monthly payments. BOTTOM LINE: If you want someone with an "old-school" approach to sales--involving psychological games, pressure tactics and absence of transparency (resulting in your not getting the best deal that you could)--Stephen Wong may be a good fit for you. Anyone interested in connecting with the straightforward broker we ultimately used is welcome to send me a private message, as I'm not allowed to include that information in my review.

I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!