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, State Farm Insurance
Neighborhood: Pacific Heights

2787 California St
San Francisco, CA 94115

Rhett G. writes: Prior to driving my new motorcycle home, I shopped around online for insurance. I was blown away by how expensive it was.... and how much it ranged. I got a quote from Progressive (who also does my car) for about $600 a year. I unhappily accepted…

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 St
San Francisco, CA 94111

Alissa W. writes: I've been banking with First Republic for a couple of years now, thanks to an awesome employer I once had who set me up with direct deposit and the privilege of an account at the Bay Area's finest bank. Overall, I could not be happier with this…

Charles Schwab
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

Sparkely K. writes: I go to the WAMU in Foster City (great service) and San Mateo on El Camino just south of Hillsdale (great service unless I get the mean girl). Finally got to the SOMA WAMU and was immediately greeted near the door and was then given great service by…

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

Matthew K. writes: You can't afford not to work with BookSoEasy. Working with Akemi who is a CPA and a quick books consultant makes tax time and financial planning a breeze. I have recommended Akemi to several of my clients and they, too, have been very pleased.

Redwood Credit Union
Neighborhood: Financial District

241 California St
San Francisco, CA 94111

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 St
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

Ivy C. writes: This is what a bank should be like................
The bankers all know your name and you get to sit at a desk and be treated as a person.
You can actually call them on the phone and have them take care of your banking needs too, try doing that with…

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 Mortgage Broker
Neighborhood: Pacific Heights

1388 Sutter Street, Suite 412
RPM SF
San Francisco, CA 94109

Asil T. writes: Marc must be doing something right. EVERY person in this industry I have talked to about him has had nothing but positive things to say - including COMPETING mortgage brokers. I'm not sure what you have to do to get your competition to speak in…

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: UC Campus Area, Downtown Berkeley

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: The Domestic and Balanced funds have been re-opened to the public although their performance has not been great since the recent downturn in the market. The International fund is still handily outperforming the S&P 500 on a near and long-term basis.

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

1160 Brickyard Cove Rd
Ste 200
Point Richmond, CA 94802

Amy W. writes: So, being new to the whole American idea of tax 2006 was an interesting year! I had no idea how the taxation system worked and when it was explained to me my ears for some reason began hearing birds singing and my mind diverted to the thoughts of…

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

Holly B. writes: If you are self-employed (or even if not) and you pay taxes, you need Eileen Magnes. I used to think I could do my taxes on my own. Luckily, I reformed, and sought help from a professional. I have not looked back since starting with Eileen. She has…

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
Colma, 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

Leigh McInnis Lee G. writes: Great folks, very GLBT friendly, nice kind, and willing to work with you and SF new comers.

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