Goodrich Wealth Planning - St. Petersburg (FL)

Cindy Roser South State Bank is a great bank! Anytime I need assistance, Bess Dullum has been very helpful to all my needs. I would like to thank her for being so helpful.

Gemechis Tolu I recently visited Trust Bank in Gainesville and experienced a disappointing level of customer service from one of their employees. Despite maintaining a polite demeanor, I was met with condescension by a larger Caucasian woman, who seemed displeased that I hadnt emailed ahead regarding a $400 petty cash withdrawal. This encounter left me feeling belittled and disrespected. While I have left a 5-star rating as I dont wish to negatively impact the banks overall rating, I believe its important for management to address this issue. I suggest providing anger management training and perhaps considering a role better suited to her strengths. Thank you for your attention to this matter.

Randy Poulos My wife and I having been working with Jon since 2009 after leaving IBM. Jon has managed both of our accounts. He has been very reliable and is always available to answer any questions we have had with providing bi-annual reviews to keep us update up-to-date on our portfolios and his services. Definitely would recommend Jon Ulin to help grow your retirement goals.

Ms. B’s Science and Cats! Jason and the staff always make me feel important and comfortable. I trust his advice and am very satisfied with the many years that I have done business with him.