Bains Financial Services - Palo Alto (CA)

Adam Dost This review is specifically for Sandra Arias. She is exceptionally professional, understanding and amazingly patient with my complicated insurance policies. She communicates very clearly, has tremendous knowledge in her field, attentive and follows through on all action items. I am very happy with Sandra and will continue with this companys services simply because of her great customer service. Thank you Sandra and please keep up the great work.

Lilian Gerch Awesome customer service. Customer service representative was very knowledgeable, courteous, quick, and efficient. The branch was neat. At the time I entered the premises, I first filled out the transaction form which was provided on the table for the customers and then I went to wait in line where there was only one person ahead of me. As soon as one of the Customer Service Representatives became available, she called the customer who was ahead of me. So, I only waited a couple of minutes total in line when the next Customer Service Representative became available and greeted me. He was very polite and utterly professional. I have been at this Hilltop Branch a few times, and each time, Ive experienced the same excellent customer service. Ive not checked if they have a drive-thru, but they have made ATMs available for their customers. One can park for free in their parking lot. There is wheelchair accessibility. It is located by a movie theatre, I Hop, and several car dealerships. Its also near the freeway, which makes it very convenient, especially for travelers. It is also close to the Pinole shopping center, close to Round Table Pizza, In-N-Out, and a lot of other stores. Just remember that if you fill out the transaction form correctly provided for you before standing in line, in the long run, it will benefit everyone because the Customer Service Representative will check the form instead of filling it out himself/herself saving time which will prevent long lines.

Alec Wilson Are small business had a quick tax filing. All went well

Deirdre Jones I applied for a small loan one morning, didnt find out if I was approved or not until later the following morning. It was supposed to be a quick process. After they pulled my credit, they realized that GI Bill housing allowance doesnt count as guaranteed income. Why they couldnt tell me that before pulling my credit upsets me a little, otherwise I wouldnt have applied and hurt my credit. What job is guaranteed anyway? Sure I might get a low GPA and have to pay it back, but someone on a job can make a simple mistake and get fired. It makes no sense to me and I wasted so much time. I guess this will help anyone else in my position. The staff were pretty friendly overall despite the flawed policies.

Preferred Turf 805 Affluent Business capital is the best In California!! They gave me a hand when I was in need of a loan to continue running my business and to buy more tools needed for my projects.. The process was easy and very transparent with everything I was getting into.. Thank you for your time and help! Happy Thanksgiving!! And may your business grow on helping people and businesses!

Cassandra Plascencia It’s a nice branch close by work for me but the ATM is always down.