Falcon Wealth Planning - San Jose (CA)

Allen Que (MRS. DSL) Excellent, Superb Professionality, & very pleased with price for services !!!

Gail DeLane Sarah Anzano was so kind and wonderful. I didnt have an appointment and she generously helped me. Shes a branch manager so certainly she didnt have to do this. She not only opened my account, she made sure the credit union app was properly installed on my phone and showed me how to use it. And the next time I came into the branch she even remembered my first name. Great service and care for the community. Thank you Sarah!