CPS Investment Advisors - Lakeland (FL)

Aj Williams This is a very unorganized unprofessional organization. I got an email to schedule a date for my interview and set it. When it came time for the interview no one called me for 15 minutes. I found the interviewers name and phone number and called. I didn’t get an answer so I texted her. She replied quickly with “ Okay what is the appointment for I kind of forgot”. I reminded her that it was a interview and offered to forward the email that she sent me in the first place. She then replies with “ Of course send me your name because the next step if I have to book follow up meeting for you so that we can go over the email and then let me know youre available lady for today please”. After I sent the email, I texted her and told her i was available now, but then she read my message and never replied. I replied again, she read the message and didn’t reply. I called the main office. A nice woman answered and apologized for the inconvenience, she rescheduled the interview at 7. I get called about an hour later from the original interviewer, and she immediately goes into the interview without introducing herself or confirming if I was who I was. I stopped her to ask her who she was. She confirmed and then tried to ask me more interview questions. I told her that I did not have the time for it now and if she knew it was rescheduled for 7pm. She goes on to say she knew and that she apologized for not responding and proceeded to blame it on a client that she was helping, none of which was communicated to me at all. After that call we were on for 7. It is 7:30 pm right now as i am writing this and she still has not called or texted, or even emailed. It’s a shame, because I could only imagine the poor service that the clients are receiving.

Selena McCoy Very helpful and knowledgeable. Willing to go out of her way to get the job done. Does a great job not because we are here clients but she has a big heart. So blessed to have have the best team. Mrs. Christy Mathis and Mrs. Catriese Johnson

Robert Caslen I’ve been with First Command almost 50 years and had numerous advisors - all very professional and competent. But they saved the best for last. Lilian Mesquita is outstanding. Knowledgeable, friendly, and an advisor with great character, she not only speaks these complex issues in a simplistic understandable way, but she is not pushy or boastful. She is a great professional and I’m fortunate after all these years to have the best of the best.

Bat Rex Been with Bankers Life for 3 years! They are amazing, staff is great, they care about helping you and definitively one of the places that will tell you how it is.

Ashley Anderson Been using One Main for years when situations arise. I appreciate Tonia working with me yesterday through technical issues and all. She even laughed with me great customer service. I haven’t had any issues with One Main and I recommend them.

Autra Truss Excellent people love you but get off my radio especially on my weekend.

Cole Harper I have had an incredible experience working with Brickell Capital. Margo is very fast, professional, and knowledgeable in getting back to us on our deals. Thank you for all of your help. I highly recommend!