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California Financial Advisors - San Ramon (CA)

Address: 🏡 12657 Alcosta Blvd #470, San Ramon, CA 94583, USA
Phone : +1 (925) 275-1000
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJpwQiwJTyj4ARpVjuK6VUt9I
#California

Mechanics Bank - Hilltop Branch - Richmond

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.
5 /5

Farmers Insurance - Derek Diaz - Watsonville

Janelle Varada I was with Mercury for many years and have switched to Farmers. Derek and his team have gone above and beyond in explaining and triple checking every discount available to me and because they care so much about the clients, they have taken a personal interest in lowering my cost. Derek was referred by a friend in that area and he was kind enough to take me on even in another city as I live in Los Angeles They are sympathetic due to this hard economic climate and do everything in their power to make it affordable so I will be protected in these times of SUE HAPPY. I do not want to risk losing my home or going broke for some crooked bandit to leave me without the proper coverage. I will now look into a life insurance policy as I would hate to be kicked out of my home if something should happen to my husband because I could not now afford to pay the mortgage without my husbands part and this really worries me as we all have to check out sooner or later and I dont want to live my older age on the streets. Being with Framers a reputable company gives me peace of mind. Derek and Gina Thank you for being compassionate human beings not just some hard sell agents.
5 /5

California Financial Advisors - San Ramon

Amy Schroll This is a great office. I love their friendly front desk staff. Every single time Im here i feel like Im being warmly greeted and sincerely welcomed. They have a large parking lot and theres a nice, clean restroom outside of the office. Ive been very happy with all of the staff here and their services and highly recommend!
5 /5