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    Charles Schwab

    3.5 (10 reviews)
    Closed Closed

    By appointment only

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

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    3 months ago

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    1 month ago

    Easy and convenient. Quiet and not busy. Enjoyed the convenience of parking and easy location.

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    4 months ago

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    3 years ago

    Helpful 4
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    2 years ago

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    2 years ago

    Great technology, expertise and advice. They have made navigating my portfolio very simple and I am enjoying relationship with them.

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    7 years ago

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    14 years ago

    Helpful 1
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    12 years ago

    Helpful 2
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    12 years ago

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    Bank of America Financial Center

    Bank of America Financial Center

    (44 reviews)

    Awful people and awful company. They instructed me to deposit Treasury checks for an ERC refund on…read morea closed business that I banked with them on. They promised the funds would be available in 10 days and gave me a deposit slip stating that. However, the funds never became available, they froze them and then closed my account, closed my personal account, and closed my personal credits cards, taking my cc points/money and dropping my credit score 20 points. For 6 weeks their representative lied to me stating that they are fixing the problem and will get my accounts reopened and my funds available. He also lied and said Michael would be calling me shortly to explain everything, which never happened either. Nothing the bank representative told me was true. I just received official Bank of America correspondence in response to my CFPB regulatory complaint that they reviewed my issue and determined everyone did everything correctly at BofA and I will not get my funds and need to contact the Treasury Department. This bank gave me erroneous information, causing me damages, then lied to me for 6 weeks, took my money, and walked away from me. Awful company and horrible people there. I will now need to sue them for the damages their constant lying and caused me.

    this is probably the worst bank I been to. I came in to cash a few check which I normally do at…read moreother bank through out the East bay. Usually it goes smooth, just slide my debt card , put in my pass code and done. Here at this bank I was being Stereotypes by Wening Chen. She question my transaction and ask for my ID. (what?) ok fine never been ask about it before. I hand over my ID and she ran a black light to make sure my ID was real? Why? I have my debt card and passcode. I also deposited a few business checks before cashing personal check. This bank made me feel like a criminal with my own money. Thanks Wenying Chen I'll make sure your name get attention and you pissed me off!!

    Comerica Bank

    Comerica Bank

    (14 reviews)

    I came on here because I wanted to personally leave a review for Victor at Comerica Bank in…read moredowntown Pleasanton. I worked with Victor for the last five years with multiple accounts and he has been nothing but the most kind, thoughtful, intentional, helpful, incredible person to get to know and work with. I had to be extra cautious with my health and was spending a lot of of the last few years isolated because of Covid and Victor went above and beyond every single time we interacted trying to help make me more comfortable by accommodating me every way that he could! He always believed in the work I was doing and would ask me how it was going and just genuinely cared. This kind of help, assistance and friendship from someone at the bank is not super common and I just wanted to highlight how Victor has truly made my experience so easy and joyful. I highly recommend working with Victor if you have the opportunity!

    Opened a HELOC, after I had to do the Loan over a complete second time, get this, because my home…read moreapproached too HIGH. Was told I had to deposit $25K in a local branch account in order to get loan done a second time (full docs, no issues). Then they held my funds for a week. Then was told come in for funds Saturday at branch and get this, despite past the 3-day right of recision passed, Comerica cannot even locate my HELOC and have held up $$$$$! No accountability, competence, confidence, or trust in this bank and business. Bait and switch, fooling customer, and then telling me no one works on Saturday. Does Comerica not have a computer system? Person who opened the account now on vacation/leave for, get this, 3 weeks!

    Charles Schwab - investing - Updated May 2026

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