Maheras Wealth Management - San Mateo (CA)

Jayce Walker I have 2 business accounts here, great friendly service on a first name basis with much clearer and better organized statements than any bank Ive used. They are networked with a solid payroll company and helped me get my payroll handled efficiently and hassle free. I prefer to use a regional bank that doesnt invest in derivatives (or pipelines or set up phony accounts) like the big national banks do and have done. I prefer a more local community conscious approach to banking. I did my research on regional banks and how they operate, how safe etc. Umpqua came out on top...and my day to day experience with them has been a great!

Yasi G Deyri thank you so much for having the best customer service! You are my go to Customer Service rep.

Claudette Sims Really great support. Very knowledgable, curious employees. Especially like Rod Rollins.

Ana Halstad I’ve been getting my taxes done through Mendoza Business Center for several years and this year I filed as a first time business owner. They have made the tax aspect of that process very easy. They were incredibly helpful and informative. They are very responsive and have answered every question. This company has been the best!

Karina Villalobos Where do I begin: I went into Checkmate in El Centro. I was immediately greeted by Nancy. Nancy was very prompt, efficient, and provided excellent service. The level of attention she provided was immaculate I felt truly valued as a customer. I will definitely be returning back to this specific Checkmate for as long as Nancy is there. She answered all my questions and doubts, and was very patient. I truly appreciate her knowledge and most importantly her great attitude.