Wealth Management Associate - U.S. Bancorp Investments: Kelly Caravantes - Fremont (CA)

Maria Watson I have secured equipment and operating capital loans via Matrix Business Capital. The application process each time was handled in an expedient manner and we were funded in matter of days. In addition, Brian Acosta is always a pleasure to work with.

Sophia Hanke I was informed on the phone since I submitted a dispute I would have to get a new card from a branch. When I received the phone call from corporate it was already 1:30 on a Saturday. I looked for the closet branch and found this one, they were going to be closing at 2pm. I went in and was greeted. I sat down and waited. At around 1:45/1:50 James was able to help me get a new debit card. He was so friendly. I apologized for coming in last minute and he assured me that it was okay. He didn’t rush me and was really polite. This was my first time experiencing this branch and he did a wonderful job! Thank you James!

Ana Ortega Mary granted me excellent service at this branch. She was professional and very helpful to me and for this I am greatly appreciative. Great customer services! :)

magenta granzberg Freddy and his team are the best! Freddy will always go out of his way to help you even if its outside of area of expertise. If he is unable to provide services he will try his best to put you in touch with someone who can.

Tim Do We recently worked with Turnkey on our ERC claim, and I couldn’t be more pleased with the experience. They kept us updated every step of the way, handled communication with the IRS on our behalf, and made sure we understood exactly what to expect. Thanks to their hard work, our refund was successfully processed, and we recently received our check. If you’re considering filing for the ERC, I highly recommend Turnkey. They deliver results and truly take care of their clients.

Adrian Arreguin Excellent service very friendly