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

Brenda Kadet I like this bank. Helped me with several CDs, which have a higher rate than any other bank in this area.

CowboyTroy AndAngelDavis I enjoy Misty doing our taxes each year. She and Pat are so helpful to answer our questions and provide information of a potential mishap helping us to make a more informed decision. The staff is always polite, will go out of their way to help get an appointment that works within our schedules and are greeted so warmly each time we enter the office even if we dont have an appointment.

Beau Walker Its a pawn shop

A C Moore I attended a Financial presentation at the Halifax River Yacht Club (which included a free dinner) and found it to be informative. I took plenty of notes on the topics that pertained to me. I was very pleased with the dinner that was offered (I selected salmon) and we were even able to take home leftovers. I plan on meeting with Mr. Poole to discuss Estate planning. The only suggestion I have regarding the presentation is to perhaps limit the amount of information presented. After an hour or so your attention starts to wane. Thank you.

Mary Beck Very knowledgeable about what is available & good to return your phone call.

Kate Tallent I am a non-customer. They were kind, helpful, and accommodating. If they treat their customers this well, this is the place to bank.

Doug Dagenais Hello, my name is Doug and I wanted to share a couple of thoughts with you. This comes from a slightly different viewpoint than normal. I am not a client, however I am an outside vendor who services sensitive information for Insight. I have daily dealings with multiple branches for Insight as well as their competitors. Everyone is quick to offer up a harsh word or two if something isn’t perfect, but as a society we need to get back to offering a kind word when deserved. That’s what I’m here to do. The Insight branch located at 501 Currency Circle in Lake Mary has within its walls some of the nicest ladies that I’ve had the pleasure of dealing with. Always smiling, always positive which makes taken care of them as a client an absolute joy! Thank you for allowing me to share an opinion.

e sandber Always helpful! Convenient location for us…

Janie Oakeson Chris is great.