Bay Financial Company - San Mateo (CA)

Naomi Loftsgard Sterling Financial was outstanding in helping find a suitable Medicare plan for my dad. Their expertise, clear communication, and personal attention made the process seamless and easy to understand. Highly recommended for their exceptional service!

Lily Bryan She does not pay attention to detail nor take deadlines seriously she has been a hinderence to my grandmothers estate and has a conflict of interest relationship with the attorney. Stay far away from her especially if she is providing trustee services.

Winthrop If you want a financial institution where you are actually welcomed as a person and not a number, this is the place for you! I recommend the Marina Branch in Long Beach, Richard and the staff are very welcoming and attentive to your financial needs!