Best Financial Planner Florida: reviews, page 3

Great service and greT loan rates, excellent customer service.

Joe was extremely helpful and informative. He went over everything until I completely understood it. He also went above and beyond to help me finish...

Very professional service provided by Diane at the Naples branch.she went out of her way to assist us with our request.

Tryssa has been the best at helping me plan for retirement. She truly cares about her clients and goes above & beyond.

Really nice and easy people to do business with even for your most inexperienced of client that I am. They are sure to take care of the reasoning for...

Mike is a fantastic advisor! He explains everything in layman's terms. I highly recommend him for your financial needs. He also has a wonderful...

I am wheelchair bound and rarely have to wait for help. My husband and I both have accounts there. However, the staff changes too often.

This is my local BOA location, came in to open a new account as I was dissatisfied with my current bank. Everyone was super friendly, I was greeted by Cynthia...

Unfortunately, they did not give my wife and I a solution, they charged us $3,500 to start the process, a year has passed and nothing has been...

LOVE the staff at this branch! They all will take care of you like family!

NBE Financial is a company that seeks to purchase your home at a 70% discount. They look in the multiple listing service for properties for sale with...

Super friendly they couldn't have been nicer. Very helpful. In and out in 5 mins.

7 people in line at 12: 19 on a Friday with one teller open.

Different friday 3: 10 5 people in line, 1 teller make that 10 people

Bank Manager Carmen is super welcoming and kind. The rest of the staff as well were very welcoming. Best Trustco Bank I have been to yet.

I am very happy with the service in this office, specifically with the advisor Maria Briceño, an excellent advisor!

I don't understand why I have not received my W2 from 2021! I have made numerous calls since 2021.mind you 2 Years.still haven't received...

Simple, fast. Love the shortcuts you can set up as well as getting an emailed receipt.

Thanks to Yulian and Salomon BMO Harris has always been my main bank for my personal transactions. It has no hidden fees and everything is always...

Boy Mr. Pender has sure alot of personal issues to share as excuses why he could not be timely.more than 10 people combined. Use caution. Almost did...

Excellent service by the manager Brooke. Super helpful and friendly. I’m so glad to have opened accounts with this Credit Union.