Gratium Wealth Planning - Ameriprise Financial Services, LLC - Gainesville (FL)

Dawn Vishey A shout out to Carrie Coats of Ameriprise Financial Services. Its important to have financial discussions especially during these times. Carrie and I teamed up for an Pickleball and Financial Wellness clinic. As Carrie guided us through the current financial climate she was fun, informative and tied it back to a sport we are all watching grow exponentially. Thank you The Pickleball Haven of Naples, Pro AM Tennis and Pickleball and Ameriprise Financial Services for your forward thinking and delivery of how personal finances and pickleball have in common: Communication, Risk Management and Goal Setting

Jontae McClure For as long as I have been a member of this credit union, I can honestly say the entire staff (my local Tallahassee locations, the customer service representatives I encounter over the phone, all the way to the Lake City Campus USA CU, and specifically Robert Whitney) has always been helpful, professional, empathic, and courteous. Even in moments when they couldnt help me, my integrity remained intact because of their kindness and consideration. This CU exudes a culture of Excellence and it shines through its employees!

Branden Staff was very friendly and professional! Helped me set up an account in a very short visit. Answered all of my questions and was an overall very good experience! The account is free of charges as long as you are responsible and keep your balance in the black, and they even gave me my debit card right on the spot! I didnt have to wait to use the account if I needed to! The nice woman who set up my account even set up the app on my phone so I could monitor my account activity! This is a great place to bank so far! I think it will continue to be my favorite bank! Thank you everyone at Crews! I Highly recommend this bank to everyone!

Maeghan M Ty has been extremely helpful with my family and Is financial needs! He is caring, personable and is able to assist you in ways you wouldn’t have known previously. Now my family and I are on track to have better savings, and look into building other assets we didn’t know was possible. Thank you Ty!

Karolin Zekhtser My husband and I met James for a consultation. We left very happy with the information he provided. Looking forward to working with him.

Darius Pringle The best at what they do.

Raleigh n Crystal Hamrick Carl Parnell and his processor Susan Green are absolutely amazing at what they do. My husband and I were able to purchase our first home with their help. They had extensive knowledge of programs available to us as first-time home owners. They were wonderful to deal with and very professional and quick to answer any questions that we had. I would recommend their team to anyone needing a loan to purchase a home. Our realtor Jacob Orange, with The Legends of Real Estate, was also fantastic. He had our best interest in mind. And knew exactly what we would be able to see what we would be able to get. And what to offer us.

Chris Brooks Seth has been my financial advisor for over 20 years and has done a great job for my wife and I

Dallas Jeanty-Berg I joined this bank solely because my office is in the same building for ease with simple transactions. In that time, their customer service has left me pleasantly surprised and barring unexpected personal needs, I will not bank anywhere else again. Marianela Valenzuela helped me open my account here. She was knowledgeable on all their products and as a result of her information I got a $300 promotion for switching my direct deposit over. Tracey Burrow (branch manager) is fantastic. Every time I’m here it seems like she knows most of her clients by name. I’ve even seen people drop by just to say hi and go about their day. Banking has seemed so impersonal for so long that I’m just grateful to have a positive experience to share. Special shoutout to Kory Gonzalez as well! Always helpful and accommodating and they are lucky to have him. Thanks BofA!!!