Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Fidelity Investments

ADDRESS: 1995 University Ave Suite 120, Berkeley, CA 94704, United States
NUMBER: +1 800-225-6447
SERVICES: Advisory Services, Brokerage Services, Investment Strategies, Lending Solutions, Small Business Retirement Plans, Gold IRA Rollovers
STORE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Very professional, I work for UC Berkeley and told me the office for us employees is on Addison near campus, my fault but is really close – Paul Morales
REVIEW #2 – Great service, easy to come and talk to them. – Alex Krentsel
UNFORTUNATE REVIEW – I came in to set up a retirement account. They were friendly, but just set me up at a kiosk and had me fill out paperwork and called a customer service line. I was in hold for a while. I had many unanswered questions and would have appreciated sitting down with someone. Left without setting up an account. – Crystal Swabeck
UNFORTUNATE REVIEW – This bank is very bureaucratic. It is hard to reach someone at the actual branch. You will be transferred to someone at their general number – where the service is hit or miss. Sometimes they get it right. Sometimes very wrong – with errors, people telling you different things, and great delays – so there are problems even with easy transactions. – R
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Charles Schwab

ADDRESS: 1995 University Ave #100, Berkeley, CA 94704, United States
SERVICES: Retirement Planning, Retirement Strategy, Investment Advisory Services, Investment Consultants, Investor Services
STORE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Great experience, friendly staffs, very patient, nice and kind. very happy to do business with them. – AK T
REVIEW #2 – I love Charles Schwab for all my investing needs. I use the online or phone services only. – Rose Jones
REVIEW #3 – The staff were friendly. There was no wait. There was one hour of free parking on the adjacent street. – S S
REVIEW #4 – Great experience and staff. – Ben Gruber
UNFORTUNATE REVIEW – May 2021 the entrance has sign saying UC Berkeley Extension, all the blinds are closed so it looks closed.. Then when you find that Schwab is off the sidewalk there is a person inside who doesn’t introduce herself, is standing away from the desk waiting, she is cold to the point of rudeness, she asks how she can help then says she can’t because she is with a client. Her name is June.
Awful experience with the staff. In addition Ivan had called me this same day because I was a new account. I told him I was coming in to drop off an IRA transfer form so could I meet with him but he said just drop off the form at the front desk. No customer service. – Dave McGuinness
The Voleon Group

ADDRESS: 1919 Shattuck Ave. Suite 601, Berkeley, CA 94704, United States
NUMBER: +1 510-704-9870
SERVICES: Investment Advice and Investment Management
STORE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Great work place! – Yael Anava
REVIEW #2 – Awesome people and vibes! – José Alfaro
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