Fiduciary Resources - San Rafael (CA)

V S I was set out seeking life insurance for myself and my wife. Given all the different types and options for such policies, Sue was instrumental in providing meaningful information in a timely manner. As well Sue was great in following up on information provided to see anything more was needed to make an educated decision on such critical policies. I would highly recommend Sue Cunningham for her professionalism and in her partnering with great insurers offering quality products.

Samuel Berry The Assistant Branch Manager, Evelyn Ponce made my experience better than any bank Ive ever had an account with and any representative at ANY bank I had to communicate with. Shes definitely a leader for a reason and went way above and beyond to explain the checking account I recently opened up and has planned for me to come in on another day to give me a more personalized experience since I was a walk-in and the branch at the Antioch office off of Somersville Rd was very busy. I know most enjoy giving negative feedback since customers who typically walk out happy dont think they need to write any type of review but the attention and customer service I was given at that branch, not only from Evelyn, but even the tellers was something that made me feel so welcome and excited to be a new customer of Bank of the West. They were ALL extremely kind and personable and I hope they receive recognition for everything theyve been through the last couple of years. BRAVO to everyone but ESPECIALLY Evelyn Ponce!

Steven Rodriguez Hmm

Drexel Handley Well ok then , lets see Im in the market for a new bank , what is the checking and or savings account cost to open ? Lets see if you can change my four star into a five star , thank you

Addison Lueras Megan is an incredible financial advisor - honest, extremely knowledgeable and very communicative when it comes to all things finance related. She’s very trustworthy and it’s one reason why I made the switch from my last financial advisor to her. Highly recommend- you will not be disappointed.