Tristan Kass - Morgan Stanley - Santa Cruz (CA)

Allison Panella Jennifer and her team have been instrumental in guiding us towards a secure financial future, not just for my husband and me, but also for our children and employees. Their expertise, assistance, and commitment to excellence have consistently impressed us. They possess a deep understanding of financial matters and have proven adept at maximizing the growth of our contributions. We couldnt be more grateful for their invaluable support.

Nyl Eikram This company has allowed a man using my identity to open multiple loan accounts and does absolutely nothing to help me when I call. The website refuses to let me submit a contact form, the email they tell you to message always comes back as a failure notice and I even asked for help on Facebook where instead of helping me they asked if I wanted a loan and continued to ignore me. Questionable company that does absolutely nothing to help when needed

Nilay Engin The professional service I always seeked for.

Daniela Carpio I’ve been coming to E&P to have my taxes done for years now! Every time they are trustworthy, efficient, and will have your return done right. I don’t live in Oakland anymore but I’m still able to have them do my taxes. I’m beyond grateful . Thank you again! See you next year.

Janae M Updated 4/4/19- I must say over the past 2 years B of A has definitely stepped up their game in the business banking. I waited so long to update my review to see if this was just a fluke or if this would last, and it has been smooth sailings for a while now; Im very pleased with how theyve handled the situation. First review- Our company has been banking with B of A for over 17 years and for the last 7 1/2 years Im responsible for making deposits here at the bank. For the last 3 years its been pure hell at their business banking here. At first they couldnt figure out what they wanted their business banking hours to be, and so it changed every other week for about 3 months. Only 2 tellers work the normal line so the teller has to bounce back and forth between the regular line and the business banking line. They have at least 3-4 people that work in the new business which makes no sense to me because they obviously cant deal with the customers they already have. After asking twice I finally received the Branch Manager number and I called him over 2 weeks ago and still havent received a response back. His name is Alex Merino and this is a horrible way to treat a customer that has called and expressed their concern about a business you operate. Bank of America needs to do better and we are currently exploring other options since the Branch Manager cant take the time out to call us back.