I have had my HSA account here for about two years. As a small bank that actually knows you when…read moreyou call you feel instantly at ease that they will listen to your needs and solve your issue. They are attentive to details and pick up the phone instead of placing you in voice menu purgatory. The only reason I did not rate 5 stars is because I have only had to interact with them 5 or 6 times over the 2 years. I am fairly certain I would otherwise rate as 5 stars. I am considering moving my other money accounts.

Pretty unhappy with SCCB. I own a small business and reached out via the online form to get…read moreinformation about starting a new relationship. After a few days of no response, I submitted it again and received a response with a list of items required and also a list of "fees". I was also referred to someone else to discuss ACH transactions. I spoke with two different reps via email but the communication was confusing and combined with the extensive list of fees, I wanted to make sure I understood. I asked to clarify but never heard back. In a phone conversation with one of the reps, I was told not to worry about all the fees because they rarely charged them. What? During this process, I wanted to get an answer about PPP processing and put in an urgent call to the first rep. She called back several hours later but left a message and did not follow up. We lost out on that possible opportunity. I don't blame SCCB entirely but I realized that urgent requests for help were not taken very seriously. I finally got all the paperwork requirements sent over and was told to come to the Aptos branch to complete the process. However, I wanted to build a relationship with the Scotts Valley branch which is the one I'd be using. So, I was then transferred to someone at Scotts Valley. I again asked about the fees and was told, yes, I was reading the fee schedule correctly and they charge for deposits, payments, analysis, ACH out and in, cash withdrawals, etc. The rep had to cancel the in person appt and said the manager would meet with us instead. She was nice but seemed removed from the process and that I should talk to the rep with any questions. When I later asked on the phone why so many fees, the response was "well, we are a for-profit bank". It was a complete waste of time from start to finish. The customer service is lacking and then they nickel and dime you to death with fees. No thanks. I'm giving two stars as it wasn't horrible but we will not be going with SCCB.

A customer since 1981 means nothing to this branch or any Wells Fargo. They hold funds for 10 days…read moreeven if they have already received the funds from a local bank claiming 'irregular' signature even when it isn't their customer signing the check and they have no idea what the signature should be. So disappointing to treated like hamburger and not a real person. I closed that account and after the other day I'll be closing two more. Never again. I'm so disappointed in them and the people who work at the Aptos Branch.

I met the nicest and best banker today. Connie V. She went out of her way to help me and I don't…read moreeven have an account there, my parents did. She was patient, kind, and knowledgeable. If I had a banker at WF like her I would never have left. I also interacted with Judy who was also great. Thank you so much Connie for your diligence and kind heart.

A friend of mine sent $1,200 to my daughter using Zelle through his Bank of America account. The…read moremoney was correctly sent using the correct Zelle contact information (phone/email), and BOA confirmed the funds were transferred and accepted by Zelle. However, my daughter, a Chase customer, never received the money into her account. We contacted Chase a dozen times via the app and email with no response. We verified that the Zelle contact info on her account is correct and has not changed. The funds appear to have disappeared with no explanation or trace. This is a significant amount of money, and it's unacceptable that Chase has not responded. We are requesting that Chase trace the transaction, locate the funds, and ensure they are credited to the correct account. Company you're complaining about: JPMorgan Chase Issue: Money was sent via Zelle but never received Requested Resolution: Full investigation and credit of the $1,200 or written proof of what happened to the money.

Hy this is for all Chase Bank customers or people that are trying to open a chase account…read moreunfortunately this Bank has a lot of clients with accounts that like to scam people unfortunately I was one of them even when I ask the chase Bank employees that if this individual account was a legit account they say it was and that his name was in the account they say yes that I didn't have to worry after finding out in less than 24 hours that it was a scam I called the law enforcement and I was told that that they have 5 more cases from the same Bank I went to a Chase branch to ask for help I was told that they could not help me Chase is one of the worst bank to deal with and help their customers to scam people be careful

I have never met a more unprofessional property manager than Kane. He does not know bylaws,…read morecorporate code, civil code nor does he even know our CC&Rs. He has fraudulently doctored bids to send to a lawyer to appear as thoughthere's an emergency and now we've been assessed nearly $250k for decks that each unit owns. And he refuses to negotiate or even have our own president speak on our behalf. He refuses to negotiate with the remaining 3 of 7 units. I tried requesting an extension and was denied. So I'm going to be fined a $3k late because he and the Beach Hull Vista Board are all conducting fraudulent business behind our backs and refusing to conduct elections or even have discussions it's horribly shameful

Kane Silvergerg and his staff are amazing. I have been working with Kane for over 10 years and he…read moreis the best in his field. If you need any advice or help with mortgage he is your man. His staff is wonderful and is an obvious extention to his professional yet welcoming office.

I've used Peak Accounting for small business accounting consultation services for the last 3 years…read more Jason has been extremely helpful in answering my questions and steering me in the right direction during both the start-up phase of my business, and now during our growth phase. He goes above and beyond to make time for me when I need accounting/tax advice, and he has provided me with a wealth of information. He is very prompt in returning my calls and emails, and his staff is always very friendly when I call. I have another friend who went through 3 CPAs to handle his corporate taxes before choosing Peak. The other firms either had questionable business practices, poor response time, or not enough knowledge about corporate taxes. Jason and his team were quick to respond, quick to prepare his taxes, and very knowledgeable about his tax situation. I would highly recommend Peak Accounting.

My experience with this business was excellent. I contacted them to help me obtain an individual…read morelife insurance policy and for advice with retirement funds. Financial advisor Richard Burde not only answered all the questions I had but also helped me understand all the other aspects of my particular retirement situation that I had not even been aware of. My new life insurance policy saves me $800 per year and I have changed to a different type of retirement investment plan. I highly recommend this company.

Heather and Trevor are the financial advisors you wish you had! They are involved, intelligent,…read morehighly personable, and available via email anytime to answer your questions. To me, a review of my account feels like a chat over tea with some brilliant money wizards who break down concepts into relatable and realistic ideas. They are a true joy to have on my side and a Grade A level financial team. Run, don't walk, to their offices!

I call and call to renew a policy. I get the corporate answering service. 15 minutes so far then I…read moream forwarded to somebody another 15 minutes. Then I'm told they can't renew my policy I need to talk to Claudia. The system then reverts back to what I started with, and have a tough time eventually get into Claudia.

I was a customer for over 10 years. Terrible customer service from after hours agents and terrible…read morecommunication skills from this office. I will never go with Allstate insurance again.

Patrick is a fantastic agent. My homeowners insurance had been canceled due to location and Patrick…read morewas a lifesaver in obtaining replacement insurance. He is very attentive and thorough. I highly recommend him to anyone seeking insurance.

I have been doing business with Peter for over 5 years for my Business insurance policy. Peter…read morefriendly and trustworthy. He cares about his clients. He's drives from Santa Cruz to Sunnyvale for my business. Not to many people do that. I appreciate his time and effort. Thank you Peter.