I meet regularly with my Insight financial planner (always the same person). I am always happy to…read moresee all the financial data, market trends, and potential political disruptions they consider before adjusting my investments. And I appreciate all the guidance they give me on issues such as social security, medicare, required minimum distribution, and tax planning. I feel well taken care of and in competent, knowledgeable hands.

Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I had my account in Alameda for quite a few years and was very happy with Edward Jones. Then all…read moreof a sudden, my account was transferred to the Castro Valley branch. It was downhill from there. I was told by Rosalyn's assistant that my account was non-compliant with new regulations, and that I was "required" to have a consultation with Rosalyn. When I reluctantly agreed, Ms. Antonio spent the entire time telling me that I needed to have a larger retirement, but I did not ask her opinion, and my plans for retirement are my business, unless I ask for advice. After that, when I refused a "required annual consultation" I was told to take my business elsewhere! I've never been treated so unprofessionally in my life! So I have moved my account. Really, Vanguard is a much better place for retirement accounts. The return is good and they treat their clients with respect.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

The management team was terrible! Requests were completed, BUT the payments were NEVER on…read moretime....as stated in the contract. It was often a month late. You can get better service from other property management at a lower rate. Communication was TERRIBLE....often I couldn't contact anyone for over a week. Email, call, text.....NO RESPONSE! Doesn't get much worse than this!

I'm very disappointed with the management team. Maintenance requests are often delayed or ignored,…read morecausing unnecessary issues for tenants. Communication is poor--emails and calls frequently go unanswered. I expected better management and care. Strong no recommendation.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

Great fast customer service and friendly staff. Daniel helped me open accounts for me and my family…read moreand helped me apply for a new credit card. I will be coming back to get his help to open more accounts for my other 2 children.

The most frustrating and unprofessional experience I've ever had with a financial institution. We…read morebegan the process of applying for a HELOC with Patelco in March, and from the start, it was an absolute mess. I was forced to repeatedly chase down responses--constantly emailing and calling just to get basic updates and move the process forward. Emails would go completely ignored, and it would take multiple phone calls over several days to get any answers. We opted to pay for a BPO appraisal hoping it would increase the home value estimate. It actually came back lower, which dropped the loan amount--fine. But again, I had to initiate contact to even find that out. No communication. I was then told we had 10 days to accept the new amount. I clearly and directly confirmed over the phone with the loan agent that we were okay with the new loan amount and wanted to proceed. So imagine my shock when I received a notification 10 days later that our loan was denied because we supposedly never confirmed the new amount. I immediately contacted both the underwriter and the loan agent--no response. That was over 5 weeks ago. I've followed up since, and still, no one has had the decency or professionalism to respond. At this point, I wouldn't trust Patelco with a single cent of my money. They've shown a complete lack of competence, accountability, and respect for their clients' time. Not only have they lost my business for this HELOC, but they've lost me as a customer for life. What a truly unacceptable and disappointing experience.

My biggest annoyance with Mercer is that their portal support is only open until 2 PM Pacific time,…read moreMonday through Friday. This is an easy, probably not very expensive fix. The quality of your service will depend on your specific financial advisor and their support. If you have an inattentive advisor, you should request an alternate.

I had my initial conversation with Mercer today. The gentleman I spoke with was not really helpful,…read moreas i dont currently work with Mercer. Its like when I was in my 20's just starting out with TD Ameritrade and couldn't speak with anyone because I only had 25K invested. Now im in my 60's and have more but because I dont currently have my investments with them they wont give any advice. Just want to know how taking a distribution from an inherited IRA might effect my social security. They wouldnt work with me at T D Waterhouse and Mercer does want to give out any ( free advice ) is what Mr Deskin called it. Glad im with Schwab, the young man I work with there is great. SHWAB EVERYONE

Good for deposit and withdraw Other services, don't bother,…read moreit's a waste of your time. I never had such bad customer service at Chase bank in Castro Valley! So disappointed, fire the manager, need to retrain all the employees!

Same experience as many others who left reviews here. The banker doesn't serve you opening or…read moreclosing accounts when you have no appointments. (the banker had no customer at that time ). Even though I told them I lost my checkbook and needed to close the account, they insisted me make an appointment for next week. I had never experienced that when I went to the Union City Decoto branch. The Union city branch is always helpful. Chase needs to fix this Castro Valley branch up.

After years of frustrating experiences with different tax accountants, this was the first tax…read moreseason where my husband and I received every expected state refund without a single issue or notice. That alone made working with Flex Tax & Consulting Group worth every penny. Our tax situation is far from simple. We file across multiple states and have a combination of W-2 income, equity compensation, and restricted stock with multiple vesting schedules. In the past, something always seemed to get missed. This year, everything was handled accurately and seamlessly. While they may cost more than some other firms, the value is absolutely there. Their attention to detail, responsiveness, and ability to navigate a very complex return gave us complete confidence throughout the process and incredible peace of mind once everything was filed. If you have a straightforward return, you have plenty of options. But if your taxes are complicated and you want them done right the first time, I can't recommend Flex Tax & Consulting Group highly enough.

I have a relatively complicated tax return with many schedules and 3 States. As such, I was a…read morelittle nervous to move away from the financial firm that had handled my returns for 20+ years. Unfortunately, their communication had fallen apart. Flex allayed those concerns and handled my returns with excellent communication and efficiency. The first time in forever that I didn't have to file an extension. All that and cost effective as well. Recommend and will use again.