Charles Schwab - San Mateo (CA)

Lyz Luke Riza is someone that genuinely cares about her clients and their well being. She wants to empower you while helping you reach your financial and personal goals. Her depth of experience has a wide span that also includes working with women as well as POC. If youre looking for a financial partner thats also someone who has your back, please dont hesitate to reach out to her today.

Barbara Caldwell Laura inherited my account which was a small 401k that just needed a place to stay. She was as courteous and efficient as anyone could want, and treated me with the respect of a much larger client. I would reccomend Laura to the hesitant investor. Her knowledgable and willingness to share it are invaluable.

Felipe Very friendly customer services and very accommodating staff that will help you with just about everything you ask if them.

Sarah Miryam Small community run, homey, quirky limited access when closed but excellent quality of service and fair policies and practices that more than make up for it. Human interaction valued over high tech services which is a welcome departure from the usual digital grind.

Dorothy Fleagle I am happy to be a OneMain customer. The loan officer was professional but not "stuffy" and I liked that. She listened to my problems and coordinated with me how to use the loan wisely and to create an objective to my advantage.

Sophia Hanke I was informed on the phone since I submitted a dispute I would have to get a new card from a branch. When I received the phone call from corporate it was already 1:30 on a Saturday. I looked for the closet branch and found this one, they were going to be closing at 2pm. I went in and was greeted. I sat down and waited. At around 1:45/1:50 James was able to help me get a new debit card. He was so friendly. I apologized for coming in last minute and he assured me that it was okay. He didn’t rush me and was really polite. This was my first time experiencing this branch and he did a wonderful job! Thank you James!