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California Real Estate Q&A Discussion Forum

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Kendric Ng
  • New to Real Estate
  • San Francisco, CA
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Real Estate Friendly Business Banks in NorCal

Kendric Ng
  • New to Real Estate
  • San Francisco, CA
Posted Oct 21 2020, 21:05

Hi, all. I've just set up an LLC for investment holding purposes (owning other LLCs for real estate and other assets). I'd love to know what types of services I should be looking for in banks that offer business checking/savings accounts. Referrals in the Bay would be great! (Peninsula or San Jose).

Also, besides bank accounts, what other types of services should I be asking about (e.g. asset management, % of customers who invest in RE, etc.)? I have in mind building long-term relationships with my potential relationship manager and bank. Hence, I would like to step on the right foot and build my relationship with them on a high note, so I want to ensure that it's a win-win for both the banker and me and not waste their time.

Appreciate your feedback!

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