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    UNCLE Wealth Management

    3.0 (8 reviews)
    Open 10:00 am - 4:00 pm

    Services - UNCLE Wealth Management

    Personal banking

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    4 years ago

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    Patelco Credit Union Livermore

    Patelco Credit Union Livermore

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    I was recently inspired to find a new bank, (if you know what I mean.) So I went directly across…read morethe street and found much of the same. With fewer and fewer options within the retail banking market, I realized there are not as many big names there once was. Then it dawned on me, my wife does her banking at Patelco. Personal finance can be broken down in one sentence. "Poor people spend their money and save what's left and Rich people save their money and spend what's left." They Staff at Patelco Understand That It Is My Deposits That Facilitate Their Revenue Stream. The level of professionalism the staff conducted themselves with was as refreshing as the complimentary cup of coffee. My hope is that this message get the attention of some other folks that manage businesses, and that they are encouraged to STEP UP THIER GAME, and not just engage in a competition of less for more when it comes to their competitors. I have a feeling that this will be a long and prosperous relationship. As of now, Patelco in Livermore has my endorsement.

    Pompy was a huge help when I was setting up my first Patelco account and getting my student credit…read morecard ready. Since it was my first time doing everything, I had a lot of questions and wasn't sure what I was supposed to do. Pompy made the whole process much easier and explained everything in a way that I could actually understand. I really appreciated the help and guidance throughout the process. Definitely made getting started with banking and my first credit card feel a lot less stressful!

    1st United Credit Union - Livermore shred event 2022

    1st United Credit Union

    (27 reviews)

    I have been a regular customer of First United Bank for the last few years. I am in my upper 50s…read more This morning I had an appointment for 10 o'clock. I travel a little over 30 minutes to get to the Pleasanton location. I am very happy with my agent Rahil, however, since he was running late, I walked in and asked if I could use the restroom. I am not a stranger walking in off the street. I am a customer waiting for my appointment. I was denied when asked where the restroom was. The reason being "they don't want to get sued if I get hurt." my response, "you could get sued just by me standing or sitting in this bank." I was instructed to walk to the end of the mall where McDonald's was and use their restroom. I could see if I was just a person off the street looking for a restroom, but I am a customer and would expect better from them.

    We had an outstanding experience working with Mejgan Koenig, Mortgage Consultant at 1st Credit…read moreUnion. From start to finish, she made the entire loan process smooth, clear, and stress-free. Mejgan is extremely knowledgeable, responsive, patient, and professional. She truly went above and beyond for us, answering every question, guiding us through each step, and making sure everything stayed on track. Most importantly, she helped us secure one of the best rates available in the market, which made a huge difference. We highly recommend their services . Mejgan deserves more than 5 stars!

    UNCLE Wealth Management - banks - Updated September 2026

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