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Yelp San Jose

San Jose Financial Services

1. Washington Mutual

5 star rating
7 reviews

Category: Banks & Credit Unions

i have to admit.  i initially went in to set up an account few yrs ago when i realized that checking account was free.  i ran into some hiccups in the beginning when they didn't trust me yet, 'n they refused to cash my checks right away.  they typically have a hold on the checks for new enrollees for couple of days.  now that i've been a faithful customer w/ them, i've really enjoyed the service.…

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Professional

5 star rating 4 reviews

1. TJO & Associates,…

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Associates.  Brian was very professional and efficient.  He sat down with me, looked at my paperwork, asked some questions, and WALLA, MAGIC.    It took me less than a half hour...well...I brought in my...

4.5 star rating 3 reviews

2. Citibank West F S B

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It was a bit strange coming from a professional whom I'd never met before, but it did help to personalize the experience....

5 star rating 1 reviews

3. Comercial Dos Acores

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not a bank, this agency provides services for anyone wanting a bank account in Portugal. The staff is very professional and courteous.  I deposited money here and used their ATM in Europe...

5 star rating 1 reviews

4. CaliMortgagePlanner

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a bit shocked at how fast the loan went through.....he's got my busniess from now on. I didn't realize that having a professional mortgage planner was so much better than having a run of the mill loan...

5 star rating 2 reviews

5. Andre An Nguyen…

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I will provide the best professional service that you deserve from a State Farm agent:  *  Ensure you have the right coverage *  One-stop shop on all your insurance and financial needs *  Flexible...

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Knowledgeable

4.5 star rating 3 reviews

1. Bank of America

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Customer service here is great! The people are always so pleasant, and knowledgeable. I am always impressed with them... unless it's one of "those" days, and I really don't want to talk to anyone...

5 star rating 1 reviews

2. American Loan City

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refinance went very well, my parents also refinanced with these guys.    In short very honest and knowledgeable people.  They were able to get me a great rate with minimal closing costs.  I highly...

5 star rating 1 reviews

3. Santa Clara County…

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and until 6:00 on Fridays!    when I went there they had excellent customer service!  The teller was younger and very knowledgeable about the services the bank offered and he set me up with the "mortgage guy...

5 star rating 1 reviews

4. Allied Home Mortgage…

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all the programs Elva knew (and certified in if that is the right word) - I knew I was in good hands.  Elva gets keeps up with the current market, shares info,  and she is knowledgeable in Economics...

2 star rating 2 reviews

5. Patelco Credit Union

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operations and policies differed between the two, and picked up a few things to further along my knowledge of banking. As far as rates and product goes, Patelco does offer some pretty good CD rates, auto loans...

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