Citi Personal Wealth Management - Miami Beach (FL)

Kim Mullican Great prices, great selection, super cool owner. Theyve been around forever and know everyone, and are very fair. Well be back!

Robert E Great investment counselor

Anita Williams I have been a member with Penfed for over 30 years and have never been to a branch before. After this experience, I am grateful that I do not have to repeatedly do this! I came in person to make a cash deposit. WOW! One teller ...and shes slow like molasses going up a hill. There were seven of us in line with her and although there was another person servicing the drive thru, that lady didnt even see fit to ask to service the next person in line. Where is the customer service? Didnt give one star because she was polite when I was finally served. This is not rocket science! Since you are not equipped with personnel to service more than 2-3 persons, a system needs to be in place to avoid persons, especially retired older people to stand for over 30 minutes in a line. You have all of these chairs. Simply, have a numbered ticket system so we can sit & wait. I see why your reviews are so terrible.

Katie Robinson Crestviews PenAir Credit Union is located across from Winn-Dixie and centered between Publix and Autozone. This location had its soft opening last week. Their grand opening is 4 October. There is a coin center on the right, 2 atms on the left. In the middle is the reception area and a tablet to request assistance. Beyond the reception area is the customer education area and offices. Outside, around the back of the building is 2 drive thru lanes with atms. This is handicap wheelchair accessible business with two handicap parking spots in the front. I went in last week to get assistance with my online account. I was happily surprised at how easily I was able finish the setup. The ladies were friendly, cheerful and knowledgeable. This business definitely will be an asset to the community.

Yemi O The team at Stoic Financial display a deep understanding of investment goals and financial objectives and provided tailored recommendations that aligned with my long-term goals and risk tolerance. I appreciate their proactive approach, keeping me up-to-date with market trends to help me make informed decisions. They are professional and genuinely care about their clients well-being. I highly recommend this team to anyone looking for financial solutions that prioritize success and client satisfaction!

Betsy Woodcock We met with Mike Reilly to create a trust for our family. Mike was great to work with as he is very knowledgeable and low pressure. Never once did he encourage us to do something we might be uncomfortable with. Both my husband and I could not be more pleased with Mike Reilly and his office staff. We recommend him highly if you are interested in updating your wishes!

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