Coldsmith, Ryder & Associates - Ameriprise Financial Services, LLC - Milton (FL)

Michael Rich By donating cars, boats and other personal property such as residential contents you re-purpose these items along with receiving your tax credits. We hired The St Lucie Appraisal Company from Fort Pierce, Florida to appraise the contents of our dads condominium which were then donated to United Way. We received an excellent appraisal and IRS forms from St Lucie Appraisal and both they and United Way were very prompt in getting their respective jobs done.

Thomas A (Jahmakean) NEW Location !! Ok, let me start by saying that Mary Beth and her staff are all superstars. They will take the time and patience to resolve any issues that you may have with your taxes. I have been a client for over 12 years and would not trust anyone else to handle my taxes. On many occasions they would ask for additional information or documents that I would not have thought about, their thoroughness to make sure all essential documents are submitted is beyond any other person that I entrusted with my taxes. I have not lived in Key West for about 10 years but consistently and easily submit and sign all documents with ease. Thank you guys.

Cassie Hoy Mr. Corey Sullivan helped me close an old checking account and open a new one- 10/10 will continue to utilize Truist and this particular branch for all my banking needs! He was kind and called me a couple times when pending autodrafts made it more complicated to finally close the old account. Grateful for his help figuring all that out!

Nancy A The service at this bank as dropped to an F rating - since the Sun Trust merged with BB&T they have totally given up on any semblance of assisting customers. Wait time is over 60 minutes when you call and then you get disconnected. When going to the bank in person there could be many folks waiting to be helped. Wait time could not be estimated. Cut off my debit card without notice (over 2K in acct). Time to move on.

Sabine Robertson Over time, Ive come to know Yvonne. Our professional connection has grown into a friendship. What I value most is her quick response to questions. Yvonne is not just a financial advisor; shes a trustworthy financial partner. Simply put, Yvonne represents a perfect blend of expertise, integrity, and client focus. If you are looking for a Financial Advisor I would start with Yvonne Shanklin.

Toni Abraira Jo was amazing! It was very busy this Sunday morning an Jo was alone behind the counter. However, she was quick, kind & courteous! As she helped three people at a time, no one felt frustrated or ignored. As this was my first time there, even with computer issues, Jo was able to go above & beyond to help me and exceeded my expectations. I really cannot recommend this store enough!!

James Mincello Great team of financial professionals, Gary and Scott are very concerned about our finances and the best way for us to invest.