Ameriprise Financial - Tallahassee (FL)

Anthony Fontana Great Experience. Met with Mr Berte and he set me up with a financial plan I am confident will take care of me in retirement and my family in the event something happens to me. He answered all my questions completely and took a collaborative approach. I appreciated the no pressure sales approach, Highly recommend!

Gerry with-a-G A MASTERCLASS IN CUSTOMER SERVICE! Gabby helped me with opening an account the other day & provided world-class service one would come to expect from larger institutions! As I walked into their front lobby, Gabby grabbed my attention and acknowledged me with a smile, a friendly greeting & welcomed me to the Credit Union. Now, thats a warm welcome, I thought to myself. Her tone of sincerity when she asked "How may I be of service to you" is what crystalized by first impression of the credit union: a place I’d like to do business with. We went through the process of opening my account as Gabby paid special attention to the fact that I had just moved into Ocala. She pointed out the other branch in town along with a thorough overview of all their services - not taking anything for granted. Our conversation was driven by her questions, seeking to understand my banking needs, so I sensed that she was not working off a "service script" like so many other credit unions. For the first time in about 3 decades, my experience in dealing with a credit union was not painful. It was pleasant, efficient, and gave me the confidence that this place will treat me right, like a TRUE partner would. Now, I look forward to my next visit. Extra bonus: She didnt have to wish me "Have a Magical Day"... as I was already on cloud 9!

Gianna X I don’t know about y’all, but I’ve always hated dealing with finances. The information can be overwhelming, and it’s hard to know who to trust. But all of that changed when I found Pinellas Federal Credit Union. The process was quick, easy, and honestly stress-free. They offered me the best auto loan rate in the city, hands down! A huge shoutout to Amy Hocking, the Assistant Branch Manager—she’s an absolute wealth of knowledge and made the entire experience feel personal and empowering. I’m genuinely excited to keep building my financial future and relationship with Pinellas Federal, thanks to her.

Jeff Been with Bob and team for over a decade. Nice to have someone else tracking details of markets and economic variables we dont have time to monitor.

Jason Galitsky I have trusted Ben Prescott with my financials for the better part of two decades. Ben’s counsel has always been appreciated. None of his staff are aggressive or push certain decisions which align with their personal financial mindset. I trust Ben with my financial future, and am happy to consider him a friend as well as my financial advisor.

Debra Harrington For the past several years, I have been working with Richard Koblick both prior to my retirement and now the last two years while I’ve been retired and it has been an amazing experience. I am not a financially savvy. Individual and Richard has made things so very clear and easy to understand, not only as I approached retiring with a little apprehension, but he’s kept things clear and easy for me these last two years and managing my finances. I truly appreciate the advice and guidance that he and Feller have provided me and look forward to continuing to working with them in the years to come