CBSJ Financial

CBSJ Financial Reviews

Reviews 13
3.2
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I had an average experience with a financial compa...

I had an average experience with a financial company recently. The services provided were satisfactory, but nothing outstanding. The staff was friendly, but I felt a lack of attention to detail. Overall, my experience was just okay.

🌟 CBSJ Financial is an excellent company! Their fi...

🌟 CBSJ Financial is an excellent company! Their financial services are top-notch, and the staff is always helpful and responsive. I have been a satisfied customer for years and highly recommend their services to others. 🌟

👍 I must say, CBSJ Financial is an excellent compa...

👍 I must say, CBSJ Financial is an excellent company! Their financial services are top-notch, and the staff is always ready to assist with a smile. I have been a loyal customer for years and appreciate the level of professionalism they maintain. 👍

👍 CBSJ Financial is an excellent company! They hav...

👍 CBSJ Financial is an excellent company! They have been instrumental in helping me manage my finances effectively. The staff is friendly and always ready to assist. I couldn't be happier with the service I have received from them. 👍

Recently, I had the opportunity to try out a finan...

Recently, I had the opportunity to try out a financial service provider. The services provided were of high quality, and the team was very professional. I would definitely consider using their services again in the future.

I had a not-so-great experience with a financial c...

I had a not-so-great experience with a financial company recently. Their services were subpar, and the staff seemed uninterested in helping me. I wouldn't recommend them to anyone seeking financial assistance.

CBSJ Financial is an average company. They provide...

CBSJ Financial is an average company. They provide decent financial services, but nothing exceptional. Their staff is friendly and knowledgeable, but sometimes their response time can be a bit slow. Overall, I would rate my experience with them as average.

I recently tried out a financial service provider ...

I recently tried out a financial service provider and had a great experience. The team was professional, and the services provided were top-notch. I would highly recommend their services to anyone in need of financial assistance.

I recently tried out a financial service provider ...

I recently tried out a financial service provider and had a great experience. The team was professional, and their services were reliable. I would highly recommend them to anyone in need of financial assistance.

When calling my friend. The caller stated somethin...

When calling my friend. The caller stated something incoherent and was wanting privileged information that my friend had felt uneasy in giving out. Due to having had dealt with identity theft, recently. Instead of identifying themselves, they( she) the company-- had contacted her cel phone( for about 17 seconds). NOT BOTHERING TO IDENTIFY THEMSELVES. It is a relatively new number. She has been ill and was unable to grasp the call or the nature of the call and was completely unable to address the CSR in question. Then I called them directly back( via my phone) to find out what the call was in reference to- the CSR was blatantly avoiding giving me her name. And instead was adamantly asking me if I were she who had just been called. AND was prompt in asking me if I was my friend ( a female name) ON AN UNRELATED PHONE NUMBER. Then she ( the CSR ) got belligerent with me and started to tell me they were online - google them. So, I did. Then I called the San Jose number and got a male voice who routed the call to that woman - who still never gave me or my friend her number- OR would not connect me with a supervisor. BUT the kicker was when that CRS asked me for my friend's name. What constitutes "sensitive information " when on phone - as opposed to being online, I am curious? The purpose of the call was still never let known to the woman. BUT we did get was the name of the woman( HERSHEY).. manager and her direct line... And it made us wonder - They said that they spoke with her ( my friend) before( in 2013) Still don't know what the company does or handles- I mean, you get that with Smith Barney and any other major company RIGHT? Now, why they can't or won't follow through in snail mail on what ever the heck it is is beyond me.

I thought I had paid my debt off to the creditor,t...

I thought I had paid my debt off to the creditor,then 3 years later I get a call saying that I owed CBSJ $3000 and froze my checking account. I was working at the time and needed the money on my account. I been trying to get in contact and left several messages with them so I can pay off, but NO LUCK!

Worst experience I have ever had. You get more bee...

Worst experience I have ever had. You get more bees with honey. Not being condescending. Elizabeth "Liz" Ortiz should never deal with customers ever. I have never met a more rude person in my life. I get it's a hard job, but you chose the job Liz.

CBSJ Financial

CBSJ Financial

3.2