San Francisco Financial Services Reviews

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SF Fire Credit Union
Neighborhood: Laurel Heights

3201 California St
San Francisco, CA 94118

Jennifer L. writes: This has been my bank since birth. I seriously had no idea this wasn't just how banks were until I got older. All you poor people who aren't members - ha ha suckers! I don't know why you would bank anywhere else. Why, when perfection is so easy…

Joe Freund
Neighborhood: Pacific Heights

2787 California St
State Farm Insurance Company
San Francisco, CA 94115

Emily P. writes: When I met Joe, there was no way I would think of using another insurance agent.
I had been a client of another insurance agency for years. I was never directed to meet an actual person, nor was I offered clarification of my policy at any time.
Joe…

Tax Ninja
Neighborhood: Lower Haight

430 Steiner St
Ste 8
San Francisco, CA 94117

J B. writes: If Jesus did taxes, he'd be the Tax Ninja.

Here's been my tax experience for the past 7 years: Hello, HR Block, can you do my taxes?
Through heavy mouth breathing, the response is usually a Big Mac muffled, 'sure come on down.'
They would then spend 7 -…

First Republic Bank
Neighborhood: Financial District

101 Pine Street
San Francisco, CA 94111

megan w. writes: Wooo, wee. First Republic is one of those places that makes it clear that the world of rich people is a lot different. It's a bank strictly (okay, not strictly) for the very wealthy (or businesses), so the only reason I have personal experience with…

Charles Schwab & Company Inc
Neighborhood: Financial District

101 Montgomery Street
Suite 200
San Francisco, CA 94104

Gregor G. writes: One of my college fraternity brothers claimed to be the great-great grandson of Charles Schwab. While I don't dispute he may have had a grandfather named Charles, I was always skeptical as to whether said alleged Grampy was indeed THAT Chuck.…

Wang Insurance Agency
Neighborhood: Outer Sunset

2620 Judah Street
San Francisco, CA 94122

Cyn W. writes: You will not find better rates or service in California (the nation? the world? the universe?).

Due to their high volume of business and low loss ratio, Wang Insurance is able to offer phenomenally low rates that you just won't find elsewhere on the…

Wells Fargo
Neighborhood: Haight-Ashbury

1726 Haight St
San Francisco, CA 94117

maria d. writes: From the sounds of the people on this review, you'd think Upper Haight was Calcutta. I'm a Wells Fargo customer at this branch & the street kids never make it into the ATM room. The effort exerted by trying to line up your dad's credit card into the…

Fidelity Investments
Neighborhood: Financial District

8 Montgomery Street
San Francisco, CA 94104

Vikram A. writes: After trying some of the other brokerages, both online only and brick and mortar, I switched to Fidelity for all my investments and haven't looked back. Their customer service has always been insanely good. Whenever I call in to ask questions, the…

Liberty Tax Service
Neighborhood: Laurel Heights

3020 Geary Blvd
San Francisco, CA 94118

Lauren G. writes: Who likes doing their taxes? Right, that's what I thought. No one. I started off this year with the intention of doing them myself and although my situation isn't really that complicated as soon I started to really get into it there was too much I…

H & R Block
Neighborhood: Pacific Heights

1745 Van Ness Avenue
San Francisco, CA 94109

nisi b. writes: They were closed, and yet they still saw me. Totally didn't have to do that. I've gone to this one for three years now, and they do a good job of taking the time to dumb down everything that was going on, at my request of course. I'm a word girl.…

Washington Mutual
Neighborhood: Nob Hill

1500 Polk St
San Francisco, CA 94109

Fallopian Swim Team D. writes: I used to bank with Wells Fargo at the Laguna & Union branch. No bullet proof glass, but HORRIBLE service. I banked there for 3 years and people acted like they had never seen me (3 forms of I.D. WTF?!?!)

Now I bank with WaMu (love that catchy name).…

Bank of America
Neighborhood: Financial District

345 Montgomery St
San Francisco, CA 94104

Rachel G. writes: While you were just sitting there, yawning and checking your morning email, I saved a cool $0.50 to my Savings Account buying my first cup of coffee.

At this rate I will retire to Tahiti in year 2075. That or I will be dead.

BOFA Keep the Change…

Washington Mutual
Neighborhood: SOMA

255 King St
San Francisco, CA 94107

Diana P. writes: I no longer wanted to be a yelp virgin, so I needed one fine institution to start my career off right.

No biggie that it's WaMu. I love wamu.com. I love that your physical layout is so human (and burglar) friendly. I love that I can check my accounts…

Susan Santos, State Farm Insurance
Neighborhood: Miraloma

690 Monterey Blvd
San Francisco, CA 94127

insipidphishie P. writes: I own a small IT firm and had been putting off getting insurance for general liability/E&O for WAY too long. Thank goodness for Susan Santos! She made the process incredibly easy, was extremely responsive and was a real pleasure to work with…

BookSoEasy

703 Market St
Ste 310
San Francisco, CA 94103

Walter C. writes: I have been working with Akemi for a few years. She is very good at what she does. I am comfortable sending my tursted clients to her. She is both intellgent and nice. What a pleasant person to work with.

California Preferred Credit Union
Neighborhood: SOMA

101 Howard Street
Suite 360
San Francisco, CA 94105

Amanda S. writes: Credit Unions are non-profit banks. This credit union is open to anyone that lives, works, worships, or attends school in the NE part of San Francisco. If you have any gripes about your current bank or financial institution, give credit unions a…

Washington Mutual
Neighborhood: Noe Valley

3998 24th Street
San Francisco, CA 94114

Kristina R. writes: These guys are so great. I hate banking. I hate everything to do with banks, usually. I actually avoid going to one, if I possibly can. But when I absolutely have to go, I always try to go to this branch. They just got done with a complete…

First Republic Bank
Neighborhood: Nob Hill

2001 Van Ness Avenue
San Francisco, CA 94109

Zach R. writes: Been with First Republic for the past 6 years.

They reimburse ALL ATM fees.
(No more looking around for "your" bank's ATM.)

They provide pre-paid mailers for deposits when you're not near a branch.
(I used these weekly for the 8 months I lived out of…

Conifer Securities
Neighborhood: Embarcadero

1 Ferry Building
Suite 255
San Francisco, CA 94111

Shanti Q. writes: Voted best place to work in the city!!

*by me

First Republic Bank
Neighborhood: Laurel Heights

3533 California Street
San Francisco, CA 94118

Poe .. writes: Who ever thought I'd love a bank, any bank? My client told me about this bank 2 years ago and it took me that long to get off my ass to switch. It too me that long mostly because I really believed there was no way a bank could ever be that good and…

Wells Fargo Bank

999 E Hillsdale Blvd
Foster City, CA 94404

Jarren A. writes: I used to work here....well sort of still do (on Saturdays)

Service is unbeatable! We do whatever it takes to make our customers happy. (haha i just made this sound like a massage parlor)

Staff is always friendly! Hottest Tellers Ever(most people…

Ameriprise Financial
Neighborhood: Financial District

455 Market Street
Suite 1480
San Francisco, CA 94105

Fong L. writes: Walter is a great financial advisor. He's not one of those cutthroat brokers that is just out to get your commission on trades. But he knows his mutual funds and more "conservative" investments like the back of his hand. He'll help you diversify…

Wells Fargo Bank Na
Neighborhood: Inner Richmond, Laurel Heights

3624 Geary Boulevard
San Francisco, CA 94118

erik e. writes: I've never been inside, but they have 3-4 ATMs and a small parking lot, which is really nice.

Bank of America

760 Laurel St
San Carlos, CA 94070

Ed H. writes: What a great branch. May get a little busy but the tellers are super friendly and very helpful. If they're not busy they're always happy to chat it up. Have an issue? you'll find the staff here is always willing to find a solution for you, as long as…

Wells Fargo Bank

81 W Hillsdale Blvd
San Mateo, CA 94403

Terence K. writes: WOW!

The service here is AMAZING! The moment I stepped in the tellers and bankers impressed me and definitely made my day. I've never actually gone to a bank where personal customer service was such a big deal, and for the Hillsdale bank it…

Marc Geshekter - RPM Mortgage
Neighborhood: Financial District

633 Battery St. Suite 110
San Francisco, CA 94111

Eva W. writes: We recently worked with Marc to secure financing for our first house in the city (Potrero Hill), and decided to use him based solely on his excellent yelp reviews. While I was initially a little scared to use yelp for such a significant purpose, I…

Travelex Currency Exchange
Neighborhood: Union Square, Civic Center/Tenderloin

73 Geary St
San Francisco, CA 94118

Anastasia B. writes: I went here today to exchange some Baht for my upcoming trip to Thailand, and they didn't have any! WTF?! It's not like I'm traveling to Uzbekistan or Antarctica for crying out loud. I'm going to Thailand! This is the most popular time of year to…

State Farm Insurance - Brian Takemoto

923 S El Camino Real
San Mateo, CA 94402

elisa o. writes: Talk about honest!!!
He basically helped me select what type of insurance I needed for my rental and car. THANK YOU!
Easy to make appointments and no long lines to wait in or queue on the phone to get to an agent! Agents here are awesome and so…

Cal State 9 Credit Union
Neighborhood: Downtown, UC Campus Area

2033 Shattuck Ave
Berkeley, CA 94701

Patrick T. writes: Friendly, competent staff. Basically, Cal State 9 is the anti-WaMu.

When I first moved to Berkeley, I wanted to open an account. I went to either WaMu or BofA, and they wouldn't take my deposit because some clown in Michgan was using my social…

Jaqui Swan's Nose Tavern

2 Nostril Blvd.
Foster City, CA 94404

jaqui s. writes: Jaqui Swan's Nose Tavern is AWESOME!!!!!!!!! best place to kick it with a couple of your buddies and drink some beers after a long, hard day at work. great food, sexy servers, and "that smell" by lynyrd skynyrd playing on repeat 24 hours a day!…

Dodge & Cox Funds
Neighborhood: Financial District

555 California St
40th Fl
San Francisco, CA 94104

Aaron V. writes: Dodge and Cox is a mutual fund company that delivers solid returns but also has an interesting story. I first found out about them because they were offered through an employer's 401k plan. After researching them further, I found out that this San…

John H. Griffin, J.D., L.L.M.

1160 Brickyard Cove Rd
Ste 200
Point Richmond, CA 94802

Poe .. writes: My accountant for the first 2 years of my business; no money saved, I owed IRS over $2000 both years and her bill was $300 the first year, $600 the second year. Yes, no money saved, much owed and her bill DOUBLED in one year. Who the fark owes taxes…

Hancock Partners, LLC
Neighborhood: Financial District

235 Montgomery, Suite 1024
San Francisco, CA 94104

insipidphishie P. writes: Hancock Partners is the place to go if you or your company needs health insurance, 401K or financial/retirement planning. What really puts Hancock Partners head and shoulders above the rest of the pack is the incredible customer service they dish out…

Eileen Magnes, EA, Tax Consultant
Neighborhood: Outer Sunset

1309 27th Ave
San Francisco, CA 94122

Sevin P. writes: Eileen has a rare talent and years of experience. Unlike many CPAs or Accountants Eileen has spent many years working for the IRS. While she instructed me with tax structure and pros/cons for my small business she gave me answers that where honest…

Morgan Stanley

1199 Howard Street, Suite 250
Burlingame, CA 94010

Amy D. writes: The Morgan Stanley office in Burlingame is located just a block from Burlingame Avenue. The office was previously located at the downtown San Mateo office, at 181 Second Avenue.

I had some difficulties getting in touch with my financial advisor…

First Republic Bank

224 Brookwood Road
Orinda, CA 94563

Casey A. writes: An incredibly helpful and friendly little bank. I used to have a habit of losing my debit cards and needing to order new ones (back when it was still the Bank of Walnut Creek). They were very understanding and promptly ordered me a replacement card.…

Century Auto Credit

7428 Mission St
Daly City, CA 94014

Bruce R. writes: Just bought my first used car EVER from a dealership. Now conventional wisdom says that this is not a wise thing to do, but in this case, I must recommend the good folks at Century Auto Credit. While the miles were higher on the truck we wanted, I…

Bank of America
Neighborhood: Outer Richmond

5500 Geary Blvd
San Francisco, CA 94121

Jonathan P. writes: I wanted to deposit a check
but it was closed. I hate when
I deposit checks via ATM. But
I had no choice. I was looking
around for an envelope to put
in my check but nothing was in
the little slot. I found an envelope
across the street but it was kinda…

US Bank
Neighborhood: Castro

443 Castro St
between Market St and 18th St
San Francisco, CA 94114

m r. writes: I had a Bof A or Wells checking account before and after being treated like a number, I left quick! I will admit I have a US Bank Account because I used to work at Bay View Bank (which US BANK bought in 2000-I think) so of course I opened a checking…

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