Borel Private Bank & Trust Company
650-917-4600
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This bank and wealth-management firm offers a range of personal and business banking services, from issuing credit and debit cards and checking accounts to lending and currency exchange to trust and estate planning. Harold and Ron Fick founded the bank in 1980 on the former estate of their great-grandfather, Antoine Borel, near what is now Woodside. Stephen Fick manages the San Antonio Road office, which is just east of Lyell. Look for the huge pine tree.
- Hours: Mon - Fri, 9am - 4pm and by appointment
- Parking: Free lot
- Services: Asset management, Financial advice, Financing, Investment banking, Mortgage brokerage, Stock brokerage, Venture/angel capital
- Type: Business, Personal
- What's your customer service philosophy?: To bring personal relationships back to banking in the community.
- Products and services (banks and currency services): Business loans, Checking accounts, Credit cards, Currency exchange, Home equity, IRAs, Insurance, Money orders, Money wiring, Mortgages, Savings accounts & CDs
- Features: Teller service
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