I feel so fortunate to have found Scott Wise and Reliance financial…read more Reliance Financial had the best rates for a refinance, that I was able to find anywhere. Scott was so patient and available, through the whole process, helping me navigate different rate and lender credit options, answering paperwork questions, and walking me through each step of the process. In my opinion, the only thing more important than a good rate, is a broker that you can trust, who prioritizes relationship building and doing what is best for the homeowner. I plan to use Reliance for every refinance or home loan I might ever need in the future, which is a great peace of mind. Thanks again Scott!

We got loans done for our business and for our homes. for over 20 years the team here has worked…read moretirelessly to find the best rates all while being incredibly kind, supportive, and attentive to all our needs. Highly recommend. Lucky and Scott have also helped many friends of ours. They will take care of you.

We are closing on a house this week and had to share our fantastic experience working with Chris!…read moreFrom start to finish, he made the entire process feel easy and seamless. Chris was always responsive, communicative, and proactive about keeping us informed at every step. He answered all of our questions quickly and clearly, which gave us so much peace of mind during what can be a stressful process. Beyond that, he's just a genuinely personable and kind person, just an absolute pleasure to work with. We're so grateful for his expertise and support, and wouldn't hesitate to recommend him to anyone looking for a smooth, efficient home loan experience!

Chris is an extremely detail-oriented and professional. He carefully reviews every document you…read moreprovide to ensure it fully meets the requirements before submitting it to the underwriter. Because of his thoroughness, the underwriting process moves very efficiently, with little to no additional documentation requested. He explains each step of the loan process clearly and patiently, making sure you understand what is needed and why. His communication is transparent and organized, which makes the entire experience much less stressful. Thanks to his careful preparation and proactive approach, my loan was approved very quickly and smoothly. I truly appreciate his professionalism, efficiency, and dedication. I would highly recommend Chris to anyone looking for a knowledgeable and reliable loan officer.

Absolutely wonderful. We worked with Jocelyn to buy our place in san francisco and it was so much…read moreeasier than i thought it was going to be because of her. She really understood what we were looking for and honestly helped us find things we didnt know we wanted. Was an incredible help navigating the neighborhoods of SF and knowing what the good areas are and what the nice up-and-coming ones are too! If we sell the place sometime in the future im definitely coming back to her! Sure responsive, super helpful, and super knowledgeable. Totally deserves a 5 star review

I used Jocelyn as my mortgage lender and as my broker. Jocelyn grew up in the area so I trusted her…read morelocal knowledge of East Bay for my home purchase. I learned a bunch working with Jocelyn. She was patient as I incessantly asked her questions night and day. I was also surprised at her expertise in market psychology, as she knew the demand for particular styles of houses and what they would go for. I was able to get my offer accepted and not overpay based on her insight. Her experience shows when walking homes and she's able to calculate rough renovation estimates on the spot. Jocelyn is a knowledgeable and honest broker - highly recommended.

Just purchased my sister's car and used Pacific service credit union for financing. I must say the…read morewhole transaction from start to finish, was excellent! From working with Lanei over the phone and email and meeting with Robin at the branch. Their service is super fast and easy. The whole process was smooth. Thank you Lanei and Robin, you both ROCK!

Every time I speak with anyone from this branch, they are more than accommodating and kind. I…read morereally enjoy using their services.

Short Story: They bounced (returned) a check for $370k after being told in person that it was…read morelegitimate and there was plenty of funds to cover it. Long Story: I am the trustee for a trust. I went into the San Ramon branch on 11/7, the day after the final deposit (wire) into the trust checking account. The money was already in the account and ready to be distributed. I told the staff that there would be 2 checks (debits) coming in to that account for ~$370k each. I told them who they were for and, since there would be no more income for the trust, to close the account when both checks cleared and the balance was zero. I told them that I was heading out of the country in 2 days and wouldn't be available for a week. I asked if they needed anything more and was told they put the notes into the account and all was set. I was then called the next day to approve one of the checks. I told them I already did that and there would be one more check and make sure it is processed. Then, while I was out of the country and no phone access, I received an email from my office saying that Fremont Bank needed to talk to me. I had to pay $30 for a phone connection. It was after hours and they don't have an answering machine or service. So, called again the next morning and was told they bounced (returned) the check already because I wasn't immediately available to confirm the check. These people are incompetent. While I had phone service I called the corporate headquarters and filed a complaint. I was promised someone from HQ and San Ramon would call me back. No one ever did. When I returned, I spent another $30 to wire the money to the beneficiary (they didn't want me to do that but now had no choice). I used the Danville branch this time. It took about 30 minutes to get the wire handled and was assured that they would close the account as soon as the wire went through. Today, I received a call from the San Ramon branch demanding that I make a deposit or they would close the account. I would use a stronger word than incompetent but Yelp would likely not allow my review. Don't use Fremont Bank unless you want to waste your time.

I went in to this branch on October 18 2024 to close a cd, open another 1 and get cashier checks…read more Bijal, Grace, Natalie, Mona and Gabe were all fast efficient and friendly and made all the transactions very smoothly. They Also were very patient as well. Thank you to the staff and I would recommend this place.

First home buyer here! Jay has been absolutely helpful in our journey in home ownership, not just…read morethe securing mortgage part. He was my go to person for all things financial related to home ownership and he knew i could count on his honest advice. He always delivered the honest feedback regardless whether or not we'll end up with his services or not. He also did fair price and rates comparison with other providers and was always available to answer any questions or take those lengthy calls if needed. But not just that, he also offered the best rates in the town which always helps financially. 10/10 from us. I'd highly recommend working with him and his team!

Great job with our initial loan and refinances. Clear, proactive, professional, and helped educate…read moreus along the way.

if I could give more than five stars, I would in a heartbeat. You would be making a big mistake to…read moreuse anyone other than Brenda for a home loan. Brenda and her team are absolutely amazing. This is the fifth house I've purchased in my life and this was the first time I didn't panic during our loan underwriting. Outside of this experience, closing on time always felt like it was at risk. This time, we had 3 week close and actually closed a few days early. Brenda was extremely proactive, communicative, and responsive. We could not believe the seller went with us despite not come in with the highest offer. We were told through their agent one of the reasons they accepted our offer was because of Brenda's reputation. You can't ask for more than that

This team was super efficient. They walked me though all the details, answered all my new buyer…read morequestions. Everyone was highly responsive as we moved all the paperwork, and closed really fast. (Friends are still commenting how fast I closed on the house). Thank you to everyone at the team that got this done in record time.

EVERYONE in this branch knows my name and makes everything as easy as possible for a business owner…read moreon the move. I have to give a shout out to Christy T. who always helps me with a fat smile on her face along with all the staff who go above and beyond with every request I make. Only bank I know that does "car shows" and free events to the public. Making banking fun, Keypoint!

Christy Tran is an amazing teller! She really goes above and beyond--helped me recover my debit…read morecard and made something out of nothing. She's always patient, professional, and genuinely cares about helping people. From my experience, they don't treat you like just another customer--they treat you like family. Highly recommend!

If Veena says you can do it she means it! if she says you can not at this time, she will help with…read moreall the details needed to help you be ready in the future. Very professional, with a wide selection of lending products. Veena is the best in the business!

Can I give Veena extra stars? I would and she deserves them…read more Veena helped me finance a condo purchase that had more than a few twists and turns, but she made it happen. And later, when she saw a dynamite opportunity for me to refinance at a better interest rate AND elimate private mortgage insurance, she reached out to me and made that happen as well. The refi saved me about $350 a month! She's a miracle worker. Thank you, Veena!