EverBank - Fremont (CA)

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

Ayushmann Khurana Sure! Here’s an awesome review you can use for SB Financial and Sandeep: I’ve been coming to SB Financial for the past 15 years, and I can confidently say that Sandeep is the absolute best when it comes to tax filing and financial services. His deep knowledge, professionalism, and attention to detail have made every tax season stress-free for me. Sandeep takes the time to explain everything clearly, always ensures I get the best possible outcome, and truly cares about his clients. His consistency and dedication over the years have earned my complete trust. If you’re looking for someone reliable, experienced, and genuinely helpful—Sandeep at SB Financial is the one to go to! Highly recommend!

Kevin Wong After stringing me along for 4-5 months, they sent a poorly worded email stating that the LOCKED RATE is too far from the current market rate. I had to chase them down every 2-3 days for them to sat that “it will be closed in 2 weeks”. Liars and frauds. Please go elsewhere to save your efforts.

T P Sarathy Amazingly good SBI California branch here in the Fremont location. I got some very key attestations for opening a NRO account done in a super efficient, courteous, professional and friendly manner. They offer Domestic accounts here as well, like any other bank in the US. I’ve opened an account myself, and look forward to using it for my future financial needs, and also encourage people to please check it out and see for yourselves. Thank you!

aisha rabbani This is a great bank staff is so helpful last time I went in Octavia Bell help me she such a wonderful lady she was kind and such a great help if you ever get a chance to come to this place i would definitely recommend Octavia she a sweetheart.