I can't recommend Joe enough. He helped my business expand greatly over the last year as I offered…read moremore services and needed the capital to do so. The results have been nothing short of amazing. Thank you again Joe!!

Joe is the guy that businesses need to work with for their financing. We tried working,…read moreunsuccessfully, with other brokers and directly with lenders after "so many" unexpected difficulties with the city of SF put us behind financially while launching our business. Since Joe specializes in business finance he knew all the lenders and had key contacts at each. He identified the lenders that were most suitable for our situation, helped us position ourselves to look as desirable as possible to the lenders and successfully guided us through the qualification process. Thanks to Joe we were able to get the financing we needed to complete the launch our business. We're now in our 3rd year of operations and doing great. Joe is ethical, dependable and genuinely cares about the success of his clients.

This is absolutely not worth for your money and time. Erik…read morepromise for money guarantee and but never respond if they fail to fulfill your request.

Oh my 5 stars all the way ! What a great staff! They are so professional and on it! They walk you…read morethrough the process all the way and update you on everything, they explain things and ask the right question and take care of what you need. I did credit repair, I had all lot of stuff that needed cleaning, I mean a lot and through a sure process they removed everything, I mean everything. The bureaus gave us a hard time at the end, but the team came through. They rearranged my whole process and now I feel confident and can venture into my plans with assuredness. I am referring my fam here and as long as you stay calm and follow their process and instill in them, you will see great results! My guy was Andrew, he is a pro and a champ, we promised I'd treat him to a steak dinner to celebrate our win and rest assured I'm gonna come through! Shot out to the team! Few pointers: 1. Credit repair done by a reputable team is not cheap, all lot of empty promises out there. 2. It is not an easy process, you have to be patient and support the team. 3. It takes time and can't be done over night if you want to see great results!

Opened my first hysa account here this year. Staff was great, answered all my noob questions, and…read moreeven caught that my drivers license was expired. I hope they continue to operate here. I've been saving more in the mean time. If all goes well, I'll add some more cash to my little nest egg next round!

Anne Rose solved my complicated issues easily, and quickly. If you need anything from this branch,…read moreI'd recommend asking specifically for her. She's smart, empathetic, friendly, and efficient. I had a stressful situation where I had to use power of attorney to take over my sick mother's account. She guided me through, and directed me to a notarizer within walking distance. I can't believe how quickly she resolved my complicated issues. I'm personally an online bank user, but if you have elderly relatives who need a physical branch's services, I'd recommend Home Street just based on my interactions with Anne

The best! Thi helped me open my account with StarOne and it was smooth and fast, APR rates are…read morehigher than most banks and the customer service reps are so sweet. Not to mention tellers like Thi know their craft and what they're doing! Excited to open a credit card with them soon.

This review is for mortgage loan process, not particularly tied to this one location…read more I looked around for about 4 mortgage lenders and found Star One CU easiest to work with. It was almost all through online and through their website (which is a little outdated but it works). I was concerned at first with the lack of having to interact directly with people. But compared to some other lenders that keep calling, I guess I'd rather have this. Also, any time I had issue, their call lines were able to quickly resolve. I chose Star One CU for their transparency, being able to see the rates online on their website, and their programs recasting and rate modification which are really seem like it's to help out the customers. During my application process Mital was super helpful and was able to help close the loan on time. I sent a lot of emails and she responded to them all. Overall, happy with the mortgage loan process.

A year or so ago when I had visited, I had similar experience that other folks have mentioned - any…read morequestion asked was answered with "Go to the app" or "Go to the website". Today I tried again because the long due KYC update was not working for me on website. Pooja helped me from beginning to end to file all the necessary paperwork. She was prompt, courteous and patient while I was desperately searching for needed documents on my phone. Looks like finally they have started listening to feedback and started improving. Thank you!

Went to open new NRI account today - they told me because I have an Indian account already, I need…read moreto do it online by google searching open new NRI account and choose assisted help option. I told him I had tried to convert my India account previously online by logging in the website and that failed, he suggested this new route. He asked to do it during India working hours. When I asked what issues can this branch help with - he told me, if I face issues using the assisted route - note the issue (assuming that means take screenshot etc) and then call this branch before visiting using the phone number on Google He wasn't rude but wasn't helpful either. Waste of time visiting the branch. IMO that guy just didn't want to do any work.

I love Tech CU in general as they have the best rates and service! Recently I took out my second…read moreauto loan and the process from end to end was so seamless. Isiah helped me; he is so knowledgeable, fast and kind. Highly recommend!

They offer complimentary notary service for members, Nathan who helped me with notary was patient…read moreand friendly. In addition he also processed my international wire transfer which took minutes to complete.

Service requested: Refinance We first connected with Esther…read morea few years ago and never forgot how professional and genuinely helpful she was. So when it was time to refinance, calling her was an easy decision! Esther makes what could be a stressful process feel easy.. She explains everything clearly, is incredibly responsive, and truly has your best interests at heart. She and her team stayed on top of every detail from start to finish. Quality: Top-notch service and attention to detail Value: Excellent guidance and a smooth, stress-free experience Highly recommend Esther and her team!

We just closed and funded on our latest deal today, and I want to take a moment to recognize Esther…read moreand her team for an exceptional job. In this business, execution and timing are everything--Esther and Paul delivered on both at a very high level. From initial structuring through funding, the process was handled with precision. Communication was clear and efficient, expectations were managed properly, and any complexities were addressed proactively without slowing down the timeline. That level of control over a transaction is not easy to find. What stood out most was the ability to navigate the deal strategically while keeping everything moving forward. For anyone operating in real estate investment or development, having a lending partner you can rely on is critical. Esther and Paul has proven to be exactly that. Looking forward to doing more deals together.

After 25 years of being with the wrong people investing my IRA (huge egos, poor investment advice)…read moreI found Juliette on Yelp and never looked back. Unlike the two people I was with previously she doesn't charge a quarterly fee. I never felt that my portfolio was being overlooked. She keeps me updated on the state of affairs and discusses all proposed changes with me. I'm retired now, and my investments are doing very well. I have total confidence in Juliette. If you're unhappy with your investment people or know someone that is, contact Juliette.

My husband and I are so grateful to have found Juliette through Yelp for our financial and…read moreinsurance needs. We've researched many financial groups and read reviews and Juliette's stood out to us the most. Our first meeting was over Zoom during the pandemic and we knew right away that we wanted to work with her. She's a very friendly, personable and trustworthy individual who we feel comfortable discussing our finances with. She's financially savvy and is creative in finding solutions that fit your goals. We also like that Juliette keeps us updated each quarter and we can contact her anytime! We genuinely recommend her to everyone looking to first start financial planning and even to plan their retirement. Juliette is wonderful to work with and we are so fortunate to have her as part of our growing family. Thanks so much, Juliette! You're the best!

I do not have much of a financial background, so talking with Kevin was a tremendous help. He…read morewalked me through everything from my 401k to planning to buy home down the road. He was very helpful, and have already recommended a few of my colleagues to meet with him for his guidance. Meeting with him was a On top of being very knowledgeable, Kevin is also a great guy and I look forward to utilizing him and his company more in the future.

The whole team at Integrated Wealth Management, led by Kevin Swanson, is top notch - and just the…read moretypes of people you would want managing your investments. They are bright, focused, pay attention to detail, can explain the big picture in a way the average person can understand, and they care about their clients like family. My partner and I always look forward to our meetings with.Kevin - he is both personable and highly professional. Our conversations weave from the personal to the financial and back to the personal, all of which ties into the financial. If you are looking for a solid team to manage your financial successful, look no further. Kevin Swanson and the team at Integrated Wealth Management in Willow Glen should be you first and only stop!!

Ashley was great to work with! She is efficient, friendly, responsive, and knowledgeable about the…read morebest options at Provident.

Applied for membership and no response. I called multiple times and sent them several emails and no…read moreone responded. They cancelled my app without even trying to communicate with me. Very frustrating and annoying. So i'll find a Credit Union that actually wants my business.