Carrie Coats - Financial Advisor, Ameriprise Financial Services, LLC - Naples (FL)

Major Concrete The staff at Financial Solution Advisors are the standard for professionalism and competency. We have trusted them for years and have always experienced excellent financial services accompanied with a great attitude.

Larry Grisham been a member for 43 years...never had this this kind of bad treatment by an EFCU staff member. we usually deal with Eglin or South Crestview branches n occasionally the FWB HQ. the staff member at North Crestview was rude, gave out bad information on two areas n continued to be rude as I walked out. this was frustrating. seem to be making up stuff as she went. wasnt professional n top it off she was training a new person. this happened a week ago on 2 May. want going write a review...suggestion that she gets RETRAINED. of she does bad behavior to one customer its possible she has done it before and will possible do it again...it could already be a bad pattern. lets hope not. I will never use NORTH CRESTVIEW EFCU AGAIN. if she is in other branches I will ask for the supervisor n have someone else with my issues. very dissatisfied with EFCU, right now. one bad apple does effect the company, customers n the community. hope something is done about this person. retraining is highly recommended. she needs help.

Andrew Solomon Chris is by far one of my favorite people to work with in the industry. He really is one of a kind when it comes to doing right by the merchant and his partners. He is always available, and is very resourceful in finding the perfect match for his clients. He will not stop until both parties are happy and get the services they are looking for! Over the years Chris has become more than a business partner, I consider him a close friend and mentor with all his experience and resources he has accumulated over the years. Thank you for being you Chris, I wish i had more partners like Mr. Yates!!!

Frank Nathe I have worked with Til Sowdon for years. He has provided nothing less than exceptional service. Excellent advice, long term planning, appropriate investment products, follow-up, attention to detail, patient with explanations, and regular reviews. I have the utmost trust for Mr. Sowdon and Legacy Financial Advisors for placing my interests first and I highly recommend him.

Ms. B’s Science and Cats! Jason and the staff always make me feel important and comfortable. I trust his advice and am very satisfied with the many years that I have done business with him.

Henry Carrow The ladies at this bank are awesome. We have been there several times and the help and knowledge was superb. Love this bank.

Josie Val Wonderful

Lashema Childs I’ve been trusting Tahkia with my taxes for 3/4years, and I wouldn’t go anywhere else. They are incredibly professional, detail-oriented, and always make sure I’m getting the best possible outcome. It’s rare to find someone so knowledgeable and reliable Tahkia is truly the best in the business!