Western Tax & Financial Services - Fremont (CA)

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!

Parmjeet Kaur I had a highly disappointing experience with Bank of America that left me frustrated and dissatisfied. I took a day off work specifically to attend a scheduled appointment at a local branch to obtain a reference letter for a credit card application. Despite having a confirmed appointment, I was met with unprofessional and unhelpful service from the front desk staff. The lady at the front desk was dismissive from the start, bluntly informing me that the bank does not provide reference letters, without offering any alternative solutions or showing any willingness to assist. Instead of addressing my needs as a customer with a scheduled appointment, she instructed me to go online and use the chat support feature, as if I were incapable of navigating it myself. Her condescending tone and manner, walking me through the online process like I was a child, was not only unprofessional but also deeply insulting. What’s worse, despite my appointment, I was turned away at the entrance and not given the opportunity to speak with a personal banker or anyone who could have potentially resolved the issue. This experience made me question the value Bank of America places on its customers’ time and needs. The lack of professionalism, poor communication, and failure to honor my appointment have left me with a negative impression of this branch and the bank as a whole. I strongly advise others to consider alternative banks that prioritize customer service and respect their clients’ time and efforts. I sincerely hope Bank of America takes feedback like this seriously and improves both its front-desk service and appointment handling.

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Cary Jiang UPDATE: AVOID THIS "BANK" AT ALL COSTS. They keep your money in transfer for days to get free interests, in complete disregard for the inconvenience and financial damages it may cause you or the recipient, I submitted an international wire transfer. Called to confirm all the details. However the transfer has not gone through after more than a week despite their app saying "completed". The branch says they are unable to check the status so Ill have to call their customer service. Customer service says its still in "clearing" - havent even left the US yet. They have no set date for the completion. I ask to cancel the transfer. They agreed but then told me that it will take at least two days for them to review the cancellation request - and the reversal may or may not succeed!! According to them, I may also receive less than the original amount because of currency rate fluctuations, so they are essentially charging me the bid-ask spread for money they sat on for days. I am filing a complaint to CFPB and OCC. -- The branch and relationship manager is fine. HOWEVER for a simple transaction - be prepared to spend hours on the phone talking to their customer service center in India and their broken phone app.

Danny Thanks to Jolina. She was incredibly patient, taking the time to explain everything clearly and answer all my questions. Her professionalism and attention to detail made the process seamless, and her friendly demeanor made me feel valued as a customer. Highly recommend working with her