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    UNCLE Wealth Management

    3.0 (8 reviews)
    Open 10:00 am - 4:00 pm

    Services - UNCLE Wealth Management

    Personal banking

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    4 years ago

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    Antero S.

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    5 years ago

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    8 years ago

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    8 years ago

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    We had an outstanding experience working with Mejgan Koenig, Mortgage Consultant at 1st Credit…read moreUnion. From start to finish, she made the entire loan process smooth, clear, and stress-free. Mejgan is extremely knowledgeable, responsive, patient, and professional. She truly went above and beyond for us, answering every question, guiding us through each step, and making sure everything stayed on track. Most importantly, she helped us secure one of the best rates available in the market, which made a huge difference. We highly recommend their services . Mejgan deserves more than 5 stars!

    I have been a regular customer of First United Bank for the last few years. I am in my upper 50s…read more This morning I had an appointment for 10 o'clock. I travel a little over 30 minutes to get to the Pleasanton location. I am very happy with my agent Rahil, however, since he was running late, I walked in and asked if I could use the restroom. I am not a stranger walking in off the street. I am a customer waiting for my appointment. I was denied when asked where the restroom was. The reason being "they don't want to get sued if I get hurt." my response, "you could get sued just by me standing or sitting in this bank." I was instructed to walk to the end of the mall where McDonald's was and use their restroom. I could see if I was just a person off the street looking for a restroom, but I am a customer and would expect better from them.

    Fremont Bank

    Fremont Bank

    (48 reviews)

    This bank & this branch specifically is fantastic. I only wish I could give 10 stars instead of…read moreonly 5. The level of customer service I received from both Gary and Gina at this branch was of a caliber I would only anticipate being able to access with extraordinary dollar volumes. They offered me the kind of personal care, attention and genuine concrete help that even the most prestigious banking client would be happy to pay for. Both Gary and Gina went above and beyond to make sure I was able to close on an out of state property in a timely fashion. Due to errors on my end, the funds were not scheduled to be available until a week after the scheduled close. But thanks to the pro-active follow-up of both Gary & Gina in manually coordinating efforts with their back office and the institution from where the funds were coming from, the funds were released so that I was able to close timely. I am truly grateful for their excellent service. I HIGHLY recommend this bank and this branch!

    I made the mistake of trusting Fremont Bank for personal savings. Several staff told me I qualified…read morefor a promotional interest rate and then strung me along for weeks as I opened and funded an account. A week later a banker informed me she had finally applied the interest rate, but the following week, still no rate and I was left calling in again to get information. The banker finally called and informed me I never qualified for the promotional rate. No apology, no we made a mistake, just go bank somewhere else. A follow-up complaint to a manager produced no result. This combination of sloppy work and miserable customer service has caused me mainly great frustration, but for others it could be financially costly.

    UNCLE Wealth Management - banks - Updated July 2026

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