Cancel

Open app

Search

Oakmont Financial Group

5.0 (1 review)

Services - Oakmont Financial Group

Investment management

Oakmont Financial Group Photos

You might also consider

More like Oakmont Financial Group

Recommended Reviews - Oakmont Financial Group

Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
Yelp app icon
Browse more easily on the app
Review Feed Illustration

7 months ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

You might also consider

Verify this business for free

People searched for Investing 127 times last month within 15 miles of this business.

Verify this business

Chase Bank - Chase Customer Service can help with your account and servicing needs. chase.com/digital/resources/customer-service

Chase Bank

(10 reviews)

Today, July 8, 2025, at 10:40 A.M., I made a small deposit of $50 into my DDA account using a $100…read morebill. I requested to receive a $50 bill in return. The teller, Hector, was unprofessional and rude. He insisted that I wanted to "break" the bill. I was confused; I didn't want to break the bill--I simply wanted to make a deposit and receive a $50 bill back as change. He gave me two $50 bills instead and said, "Now you want to deposit a $50." It seemed like he was having a bad morning--he looked upset and as if the world owed him something. With 22 years of experience in both commercial and retail banking, I found it surprising to learn that making a deposit with less cash is referred to as "breaking the bill." I had intended to bring my business to them as a private client, but after this experience, I've decided against it. But the teller, Hector, does not care. It feels like Hector prioritizes being right in his interactions with clients over providing good service. I hope senior management reviews this situation and considers coaching their staff on customer service.

I have multiple accounts with Chase and am a long time customer of many many years. I don't…read morenormally go to this branch, but did not receive a very warm welcome. The teller one booth over was quite friendly with her customer, but my teller certainly wasn't. She was curt, unfriendly, and I felt like she thought I was a "trouble" customer. I was making a cash deposit. She took the money, then peered and peered at the computer. Then she looked down her nose at me, stating there was a "notation" on my account. i was ready to take my cash back and leave, but she had already put it in a drawer....geesh! I wasn't giving her stolen money! We got the "notation" straightened out after she consulted with a supervisor. Feeling very uncomfortable I couldn't wait to get out of there, and I won't be back. I'll return to my "home" branch where I'm warmly greeted by name, with a smile, and thanked for stopping in.

Oakmont Financial Group - investing - Updated July 2026

Loading...
Loading...
Loading...