1. Financial Mechanics Group

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Danville, CA

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Financial Mechanics Group

5.0 (2 reviews)
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8 years ago

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9 years ago

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Chase Bank - Chase Customer Service can help with your account and servicing needs. chase.com/digital/resources/customer-service

Chase Bank

(15 reviews)

I love these guys. I opened my account 3 months ago, both business and personal. I used to be at…read morebank of the west. Chase's technology is outstanding, with easier mobile banking, and ATMs that give out money in any denomination. The best part is everyone knows me in the branch, and I stop in maybe once every two weeks. I called on the phone today to get a second debit card for my business associate and the guy on the phone knew exactly who I was, checked in on a personal level, and then rushed the card to get to me in 3 days time, even though I didn't request a rush, all at no fee. Nice people, great services, super clean, the best banking technology... Awesome. Just freaking awesome

I've been a Chase customer for over 20 yrs- at various points having mortgages, credit cards,…read morepersonal and business checking/savings, and investment accounts. Over the years due to impersonal service, I've done more and more of my investment and personal checking account banking elsewhere, but still have always maintained other Chase accounts. I've banked at this branch for about 9 yrs for various things- children's checking, mortgage applications, etc. and occasional items related to my Chase credit card. They have always said "Since you are already a Chase customer..." whenever I have come in for business at this branch. Today, I needed a cashier's check. I was informed if I didn't have a checking account, I was no longer considered a Chase customer as of Aug 1 policy changes. I asked to open a checking as I needed the cashier's check and was told no one would help me today. Staff would not direct me to another nearby branch that was better staffed to open a checking account for an existing Chase customer. (Mind you, I only recently no longer had any Chase checking account when my son turned 18 and his account stopped being joint, but I still have other Chase accounts). For all I know, I could still be joint on some of my 4 kids' accounts, but no one even looked me up. I was the. trying to pursue self-service and open the checking through my Chase app which only takes a few minutes since I am an existing identity-verified customer, but had to deal with being harassed while trying to use self-service options, being approached and told repeatedly that no one could help me today and I would need to leave and make an appointment for tomorrow. I was not at the counter bothering employees. I was just sitting in the seated waiting area on my Chase app figuring things out. (Other nearby branches, whether it could be done online, etc.) Another walk-in was then helped by the woman that supposedly didn't have time for anyone but appointments until tomorrow. Their refusal to redirect me to a better staffed branch even when directly asked and failure to suggest I use the online tools (which I figured out on my own) was astonishing! I asked them to please stop harassing me to leave due to lack of appt availability so that I could finish opening the checking account through my app. I had an account open online within 10 minutes (only took this long because I was now flustered and logged out a few times- process was maybe 1 or 2 minutes), made a deposit to the new account with the teller, and then bought my cashier's check. Because suddenly I was a customer, even though the only reason I was able to open an account in the Chase app was because I was ALREADY a customer. But the impersonal, frankly hostile service at this branch demonstrated EXACTLY why I stopped keeping my primary personal checking account with Chase long ago. They miss out on so much private investment banking, etc. by being rude! Thankfully ETrade and Fidelity are courteous and professional places to invest my assets and a credit union (unfortunately with no branches near my current house) maintains that personal "we know you've been our customer for decades" experience.

Community Bank of the Bay - 740 Camino Ramon

Community Bank of the Bay

(3 reviews)

Since they have been taken over by Commercial bank everything that made Community Bank of the Bay a…read more5 star they took away, so we closed our accounts.

I am the founder of a newly formed local nonprofit based on Alameda Island 'SailingAlameda Inc…read more DBA SailingAlameda.org.' dedicated to serving low income families with children at risk. I was referred to CBB by a nonprofit accountant consultant who highly recommended going with them. I never expected the outpouring of support from Helen, our banking representative at CBB who went above and beyon the call of duty to get our organizations banking documents and our donation portal set up so quickly. Helen actually came out, jumped on BART to visit me during my lunch hour at work to deliver important papers for my board of directors to sign then return to her. I was amazed that she also extended her support by meeting me at our office location in Alameda after hours on a Sunday afternoon to receive the signed documents! Our donation portal opened yesterday afternoon and at this writing is accepting credit card donations. Helen is a fantastic representative for Community Bank of the Bay, the bank appears to have hired a true grass roots leader in helping all nonprofits get off the ground, she was also spotted during a nonprofit event in Oakland by one of our board members doing what she and Community Bank of the Bay does best - Supporting the Nonprofit community and going beyond and above of what my expectations where. If I could give 10 stars I would, this is the Bank you need to support all your nonprofit banking needs, led by a true grass roots individual who genuinely cares for your needs. CALL THEM BEFORE CONSIDERING ANY OTHER BANK! 100% Satisfaction Guaranteed. Best! President CEO and founder of SailingAlameda.org

Jay Sondhi, Fifth Third Bank

Jay Sondhi, Fifth Third Bank

(140 reviews)

Best mortgage person in the Bay…read more Jay was incredible to work with, helped us close lightning fast, answered all my questions as a first-time home buyer, and helped me get rates and terms that surprised my realtor and impressed my knowledgeable friends. Buying a house is a major thing, with lots of stress. Working with Jay was like having a lighthouse in a storm, he was incredible. 28 out of 5 stars, can't recommend highly enough. This is your guy.

My experience has been mediocre with this loan agent and US Bank. I have done at least a dozen of…read morereal estate refinancings with different loan agents over the years, so I am familiar with the process. 1. The refinancing process was a little chaotic, and some departments in the bank were slow to move files despite borrower's multiple warnings of deadlines to the loan agent, so the loan did not close on time, which caused significant complications and expenses due to borrower's upcoming overseas traveling. 2. The loan agent promised a processing fee refund after loan closing, but he refused to honor it later. The borrower had to escalate the issue with his supervisor to get the fee refund. 3. Several months after loan closing, the title company told me they are still missing various signatures and notary acknowledgment pages for loan closing and they had to make an appointment with me to redo these pages. There seem to be many gaps in their refiancing operations.

Financial Mechanics Group - installmentloans - Updated October 2026

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