WFG National Title Insurance Company - Richmond (CA)

Julia Rock Justin and Jennifer are both delightful to work with! Justin has managed our account for the past two years with great success. They follow up with us regularly and keep us informed as the market changes. The thoughtful cards and gifts they deliver throughout the year are a nice touch, Justin even delivered an apple pie to our house for July 4th! Investing can be overwhelming and scary but Justin Gomez makes it easy to understand and, even better make a nice return. Jennifer is incredibly helpful and friendly. We are so happy to be here!

P S We were told to see the counter person today about 1215. We waited as the female associate told us to have a seat and wait. We waited off to the side. After she was done with the person in front of us, she skips over us completely and takes the person that arrived after us. We had questions that the teller couldnt answer in the first place in which we were patiently waiting. We are greatly disappointed in Bank of America. We were considering moving my moms numerous assets over to B of A, but after todays experience we think not.

Kalia Mitchell-Silbaugh I can’t speak highly enough of the customer service I have received from the staff at the Monterey Fidelity branch. They have been readily available to help me with a variety of requests and have consistently gone above and beyond to provide expedited service. They are kind, helpful, patient, and welcoming. I particularly want to thank Aaron for spending over 45 minutes on the phone with me to answer all of my questions and support with document verification - he stayed on the phone with me until he was sure my request was fully resolved and that I had all the information I needed, and followed up to provide me with additional resources.