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Paddock's Bookkeeping & Tax Service

5.0 (1 review)
Open Open 24 hours
Updated 1 week ago

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Services - Paddock's Bookkeeping & Tax Service

Currency exchange

Tax planning

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5 years ago

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i went to Chase Sunnyvale today to do a currency exchange. I had a fair amount of foreign currency…read moreI wanted to exchange so was already a bit reluctant about exchange rate fees/spread losses, expecting Chase to take a bit over 10% to do the transaction. I was helped by Mateo, who patiently went through the process with me, including counting my money multiple times to verify that the amounts were correct (note: the bill counter for US bills will miscount the number of bills so make sure to know how much you have beforehand and ask for a hand count verification), and to process it. He was patient and never made me feel pressured or guilty for taking a long time. Afterwards, I got back home and found out I could get a better rate elsewhere by calling around (this would have saved me hundreds of dollars) and so I immediately called Chase Sunnyvale to see if they could reverse the transaction. The woman who picked up the phone helpfully figured out that they could make it happen as long as I came back ASAP with receipts (before the computer was "logged out"). I quickly drove back and was promptly helped by both the woman who answered my phone call and Mateo. They were professional and courteous even though they spent a lot of time for essentially no net transaction. In short, I came away feeling like they cared about me as a customer and weren't concerned about being inconvenienced. Overall, they saved me from feeling upset about myself for not doing more research on exchange options, and that earned my trust and continued good will. I know not all places and not all people would be so willing to help so thank you Mateo and woman whose name I don't know!

Sucks that I have to pay $10 for a cashiers check when I just paid $3 (at another Chase) to get 3…read morepersonal checks, especially since apparently I have enough money that I can upgrade my account to get the fee waived but I'd need to talk to a banker (not sure why they couldn't just waive the fee then and there) but the teller was kind and explained the "workaround" well. Also, they have treats.

Wells Fargo Bank - Profit

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(36 reviews)

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Exceptional Service from Denise at the Oakridge Almaden Branch. As soon as I left your Oakridge…read moreAlameda branch I felt compelled to write immediately. I was helped today by Denise, and I cannot say enough about the experience she provided. She was patient, thorough, and went above and beyond to help me resolve a sensitive account issue - taking extra time to explain everything clearly and making sure I felt heard and cared for. In a world where human connection in banking is becoming increasingly rare, Denise reminded me of exactly why face-to-face service matters. When it comes to something as important as our financial security and savings, having a knowledgeable and compassionate person on the other side of the counter is not a luxury - it is essential. I speak for many when I say: please don't get rid of your tellers. They are the heart of your branches, and they represent your institution in ways that no app or automated system ever could. The patience, the explanation, the simple dignity of being seen and helped by another person - that is irreplaceable. As technology continues to reshape banking, I hope Wells Fargo will always remember that for many of us, especially when it comes to something as personal as our money and our security, there is nothing more valuable than a trusted human face. I am so glad to be a Wells Fargo customer and I look forward to growing my relationship with your bank. Thank you for employing people like Denise who clearly love what they do and do it beautifully. With sincere gratitude, Danae

What a great branch! My elderly mom had a lot of random bank things to do and everyone was so…read morehelpful, friendly and super patient. Extra special thanks to Obe who was amazing with my mom, and a total rockstar! Thanks so much Obe! You are the best!

Paddock's Bookkeeping & Tax Service - financialadvising - Updated May 2026

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