Beyer Wealth - Tampa (FL)

Larry Cripps Very easy to work with

Dennis I have had a Business Line of Credit with Idea Financial for just under a year now. My company was up for annual renewal in a couple of months. One of Idea Financials Client Success Associates, Jorge Soto, reached out to me to inquire about renewing early. I agreed and with his assistance my company was able to receive a huge increase in available credit! Jorge made the process very easy and I would highly recommend Idea Financial!

Shavada Jones I visited my local PNC Branch today to complete a verification process for my new account that I opened online. The branch banker, Ashley Gray, was amazing. She went above and beyond to assist me, ensuring I was verified and updating my information. Ashley also helped me confirm and change my user ID and password for online banking. Throughout the process, she thoroughly explained everything she was doing and why, which I greatly appreciated. Ashley also took the time to explain the banking products and the great features they offer. I was able to get a new debit card and set up my Zelle account, all thanks to her assistance. When I had difficulty coming up with a new user ID and password, she offered some excellent recommendations. Overall, Ashley was extremely professional, patient, knowledgeable, and helpful. I had a great experience, thanks to her exceptional service.

R Jenkins They know my name. And theyll learn yours too. Friendly, personable, and nice. And you never know when theyll surprise you with treats!

Joyce Adrian in the IRA Member Services could not have been more knowledgeable, professional and kind. Took care of a critacal transfer with empathy and aplomb.

Jennifer Helms I received a phone call from this company to schedule delivery but before they scheduled my delivery the girl on the phone asked me how we were going to unload the parcel from the delivery truck. I asked her why she was asking me that. They had been hired to deliver the product so it should be their responsibility to get it off the truck. After she put me on hold and had a conversation with someone there she came back on the phone and said they could deliver it and that we would not need anything to get it off the truck. We then scheduled the delivery time and again she mentioned something about having a way to get it off the truck. I again told her they were hired to get it off the truck so the expectation was that they would do just that. The delivery was set for 3pm on Tuesday. I was told someone had to be there so we took off work to be there. No one showed up. I called at 3:30 and they said it was next on the delivery and would be there in 20 minutes. At 6pm they still were not there. At that point they said 45 minutes. I then get a call at 7:11 from the company saying if you still want it delivered we can come deliver it now and be there in ten minutes or we can reschedule. I said we have taken off to get it today. We want it delivered. So at 7:30 the product that was supposed to be delivered at 3 was delivered. I would never hire this company to deliver anything.

Linda Seidel Very caring and knowledgeable. Paul and Chester are outstanding and always very helpful.

Blake Howe I was either going to Sanford or to Jasper to buy the truck I wanted and Im glad I made the decision to come to Gator Chevrolet in Jasper. Lee, Paul, and Mike over there are exceptional when it comes to customer service and I was in and out of the door within an hour an a half. A+++ service gentlemen! Ill be sure so send anyone I know looking for a new Chevy your way!