North Star Financial Partners - Sacramento (CA)

Jada Calypso Brotman Despite the fact I must be one of their smaller clients, they give me excellent service. Jeremy and all the staff are exceedingly patient, helpful and kind, and having watched them turn my parents money into a generous retirement, I am confident they know what they are doing. Could not recommend higher.

Marvin Price My earlier review was deleted. This specific branch denied to authorize the reversal of an overdraft fee of questionable legitimacy after being assured by managers at another branch that the issue would be solved. I was treated incredibly rudely on the phone by a female associate who informed me that at the direction of her GM she was unable to deliver this service I had been formally offered. When asked if the GM was available to speak to directly, I was merged with a brief pause and “he’s not available at the moment,” I asked when he would be available and after another pause I was told he would be unavailable the rest of the afternoon.