U.S. Bancorp Investments - Financial Advisors: Cupertino

Financial Planners, Banks & Credit Unions

10381 S De Anza Blvd, Cupertino, CA 95014

Reviews for U.S. Bancorp Investments - Financial Advisors: Cupertino

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  • Aug 2024

    U.S. Bancorp Investments - Financial Advisors: Cupertino offers personalized financial planning and guidance from experienced advisors. The team of specialists provides one-on-one support, and clients can choose from in-person or virtual appointments. The advisors are known for their professionalism, knowledge, and dedication to understanding each client's unique needs and goals. Emily, a Client Relationship consultant, is praised for her exceptional service and product knowledge. Morgan, a banker, stands out for her friendly, patient, and expert approach, as well as her exceptional customer service skills, which made a challenging process manageable during a difficult time. The firm's advisors are committed to delivering high-quality service, exceeding expectations, and creating a positive experience for clients.

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Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: 9AM - 1PM
Sunday: Closed

Tips

 online appointments walk-ins welcome

U.S. Bancorp Investments - Financial Advisors: Cupertino

10381 S De Anza Blvd, Cupertino

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