EIS Wealth Management - Ameriprise Financial Services, LLC - Ocala (FL)

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.

Travis Licht Suntrust is the worst bank I’ve ever had to deal with. They are terrible assisting in business accounts, and definitely are not client friendly. Suntrust gives no explanation for procedures they implement pertaining to the money in your account (withdraws, deposits, checks, holds, etc). If you prefer to work with a bank that’s not a constant headache I’d recommend you take your money and business somewhere else.

Carla Lamb Jackson Hewitt in Crawfordville has handle my taxes for years. The atmosphere is very welcoming and they always have a friendly attitude. Natosha is absolutely phenomenal and always goes above and beyond exceeding all expectations. She has exceptional costumer service. For anyone looking into getting their taxes file I would highly recommend you go see her!

Stephanie Shivley Amazing customer service! Hunter has gone above and beyond to help me through every step of my loan process. 10/10 would recommend Farm Credit of Florida!

John Rolfe I have had numerous contacts with this companys customer service agents. They are condescending and rude but notably ignorant of SEC and other major compliance laws. They make rollovers nearly impossible or outright lie saying its not allowed. Cities and towns that sign up with Bencor do not have the better interests of their employees as their goal. I urge any municipal employee to seriously question their HR Department about the research they carried out in selecting US Bencor. Chances are they did none and just put the contract out for bid.Thats no way to select a quality financial institution.

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

Donika Caruso We’ve been using all in one financial for two years and she makes it so easy . Very professional, answered all my questions & uploading the documents was easy . Happy with my refund. I would 10/10 recommend especially if you have a busy life.

Daniel Cantero Medrano Hi, today I was at this financial institution to open my checking account and I received magnificent attention from Banessa A. Very good work and a very important point: this agent is bilingual. Thank you very much.