Carol W I have been working with Mitch Lane and his team at Stifel and really appreciate his expertise and guidance in helping me with investing and planning for retirement. He is knowledgeable and thorough and I appreciate his professionalism and integrity.
janice whitaker Very good bingo then pizza and birthday party with cake and icecream anyone 60 and over should come join bingo every Friday at 9,and lunch served at 12 hope to see you there
Darius Singletary John Hess has been excellent to work with! He is not just your financial advisor but he is considered like family. Helps you understand not only what you are investing in but literally backs it up with evidence if the individual stays consistent.
His assistant Daniela is also a joy to work with! Sweet and very energetic soul but very good at her job.
Samuel nowhere near as good as Chase nowhere near.. Chase is way more efficient professional theyre both getting almost zero interest on your savings account but so does Bank of America give nothing youre basically using the account to service your everyday needs e... this place is just an aged dated location and theyre whole institution set in their ways youre bound to run into problems with them... especially since the big story on the news about 10 years ago where they used to used open accounts on the customers names who never asked for them was a huge scandal and billions of dollars in lawsuits... stay away from this place stay away go to Chase two blocks away youll be way happier or theres a Bank of America within a few feet of here
Iliana Joulwan I run a small marketing agency, and when one of our major clients delayed payment, we found ourselves in a cash crunch. This Merchant Cash Advance helped us bridge the gap and avoid laying off staff. The process was very efficient from application to funding took about 48 hours. Their support team was communicative and made sure I understood the full repayment structure.
