Merrill Investment & Retirement Financial Center - Fremont (CA)

Rocky Eskins The ladies were amazing,helpful, and very professional. Helped me with all my questions and concerns. Wish I knew that office was there a long time ago,would done all my loans threw them.

Queen Esther Great customer service skills. Very attentive and gave detailed information; giving me more insight than what I asked for. Fast, friendly and accommodating. I highly recommend!

T T Ugh, had to change all accounts due to theft and Mr. Rezwani and Shankar really helped Dad and I out...it took a few HOURS! The personal attention and excellent customer service for all these years from all the staff (Amy, Lou, Veronica, Rukhshana, Narina too) is what sets them apart from the larger corporations where you will be treated like a number. Here you never are. A+

Jasmin Marcus Over THIRTY years in the mortgage industry right here in Fremont!!

Guillory Bruce I would like to start off by saying thank you to the Lendmark staff, especially Carmen. She was so down to earth and so transparent as a person I had just met. I can’t thank her enough for listening and understanding. When life happens and things we can’t control come into play it’s places like Lendmark and Carmen who showed not just integrity, but pure professionalism. She took the time to understand my situation and help to find a solution when most places would have just dim the lights even more. Nobody wants to be in unexpected situations, but Carmen related to the situation not only as a professional, but as a person who understands life in general. Once again thank you Lendmark and Carmen for being about customer service.

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!

Iftekhar Sareshwala I have been going to Mr. U B Singh for my taxes and accounting for twenty years and have always had an excellent experience. The staff is very cordial, friendly and respectful. U B Singh is knowledgeable, soft spoken and easy to work with.

Akshay Singiri Had a really good experience, he was quick and to the point. He knew the details right of the bat, would definitely recommend if your in two minds