Find the Best 15 Finance services in Fremont, CA

Bill A Trust. That says it all for us. Moore Financial has handled our family finances for over thirty years. We sleep better knowing they do.

Ashwini Patil Visited the branch today and a few times in the past to get Cashier’s check. From the front desk to the cashier, everyone was super friendly and helpful. They were checking with every customer individually to make sure they are getting the help they needed. Really appreciate the great service from the branch staff!

Mihir Meghani Great service from staff here. If you need to deposit checks, the counter staff are fast. There is an area to sit & watch the news. They provide complimentary self serve coffee, tea, hot chocolate, water & sodas. You can also use 2 computers to check your Schwab account.

Danny Thanks to Jolina. She was incredibly patient, taking the time to explain everything clearly and answer all my questions. Her professionalism and attention to detail made the process seamless, and her friendly demeanor made me feel valued as a customer. Highly recommend working with her

Vinny Pici I have used Professional Taxes services for 11 years now and would give Neil and his team a strong recommendation. They are very knowledgeable and respond very quickly to questions. I am not only a customer for my taxes but also for financial planning. If you are looking for a great CPA, who understands your needs, you do not need to look any further, Neil is the right person. Vinny

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

Akshay Singiri Had a really good experience, he was quick and to the point. He knew the details right of the bat, would definitely recommend if your in two minds

T T Ugh, had to change all accounts due to theft and Mr. Rezwani and Shankar really helped Dad and I out...it took a few HOURS! The personal attention and excellent customer service for all these years from all the staff (Amy, Lou, Veronica, Rukhshana, Narina too) is what sets them apart from the larger corporations where you will be treated like a number. Here you never are. A+

Robert Castro It was a long steady process worth waiting! I’m very satisfied on how the whole program went and with such expected positive outcomes. My client service specialist has been very supportive and helpful all throughout the process. Needless to say, Sienna is very professional and courteous in her demeanor. I have been informed of every information and expectations from the very start; from payments up to the timelines, etc. For me, this has been a positive opportunity in my life! Thanks so much for a wonderful life-changing experience!!!

Mos Phinneas Quick application, quick approval for same day loan – now I can enjoy my hot cocoa without stressing about expenses.

Jay Singh Not only is this place amazing if you need a quick loan, but also two of the nicest people in the world at the front desk to help you out. Amazing service with a smile every time, I love this place.

Yvonne Yu "I would refer Mastemind College Funding services to anyone who has a college-bound student! They educated me on how the financial-aid system really works and helped lower my Family Contribution by over $7,500 a year! I don’t know what I would have done if I didn’t meet them." -Susan W., Cupertino

Pooja Tripathi I had a fantastic experience working with NC Financial Solutions LLC. The team was incredibly knowledgeable and attentive to my financial needs. They provided clear guidance and tailored solutions that significantly helped our organization. Surbhi’s professionalism and expertise made the entire process smooth and stress-free. I highly recommend NC financial Solutions to anyone looking for trustworthy and effective financial services.

Cary Jiang UPDATE: AVOID THIS "BANK" AT ALL COSTS. They keep your money in transfer for days to get free interests, in complete disregard for the inconvenience and financial damages it may cause you or the recipient, I submitted an international wire transfer. Called to confirm all the details. However the transfer has not gone through after more than a week despite their app saying "completed". The branch says they are unable to check the status so Ill have to call their customer service. Customer service says its still in "clearing" - havent even left the US yet. They have no set date for the completion. I ask to cancel the transfer. They agreed but then told me that it will take at least two days for them to review the cancellation request - and the reversal may or may not succeed!! According to them, I may also receive less than the original amount because of currency rate fluctuations, so they are essentially charging me the bid-ask spread for money they sat on for days. I am filing a complaint to CFPB and OCC. -- The branch and relationship manager is fine. HOWEVER for a simple transaction - be prepared to spend hours on the phone talking to their customer service center in India and their broken phone app.

Guillory Bruce I would like to start off by saying thank you to the Lendmark staff, especially Carmen. She was so down to earth and so transparent as a person I had just met. I can’t thank her enough for listening and understanding. When life happens and things we can’t control come into play it’s places like Lendmark and Carmen who showed not just integrity, but pure professionalism. She took the time to understand my situation and help to find a solution when most places would have just dim the lights even more. Nobody wants to be in unexpected situations, but Carmen related to the situation not only as a professional, but as a person who understands life in general. Once again thank you Lendmark and Carmen for being about customer service.