Greenwise Financial Solutions - Boca Raton (FL)

Dan Fantin Maria was very professional and had great customer service. I really appreciate the help she gave me!

Lemon Hambre Thank you guys for always answering my dumb questions about insurance. We always know we can count on you to take care of our insurance needs. LB

Lisa Smith great customer service and helpful inside.

Robbin Taylor This has been my primary bank for almost 10 years but I’m about ready to switch to another credit union. This new update is terrible. I can’t send money to a new e-mail or phone number through Zelle until they approve it..that’s ridiculous. A few weeks ago they also printed my new debit card incorrectly and I could not set a pin or use it and had to come back in to get another printed… again this is my primary bank so I didn’t have access to my money for hours. You call and they make you wait hours for a call back to speak with their “debit card” department. I think I’ll be going over to Tyndall or Innovations due to all the technical issues this bank has and dumb security measures. Update: PCU reached out to me and corrected the issue. The customer service from Keith Herrick and Shannon Williams was great. I am now able to send money as I please without restrictions. Thank you again!

Los- angles border custom hire is free Bradon Mandy is awesome!! Both ladies go out of their way to provide excellent customer service though. Highly recommend this store!

Steve Davis I have been a client of Robs for ten years. I trust Rob and his team to completely understand my needs and look after my interests. He is an effective communicator, good listener and adept at explaining current market conditions and the team plans to keep my accounts on track to meet my goals.

LaLa V Reyna Vázquez was a great representative. Reyna assisted me in all my needs and was extremelly helpfull and knowledgeable of her work. I would also like to point out that she cares and assists you to the best of her ability. Reyna went on and beyond to ensure all my questions were answered.

Chandra Gabel Blake I love this bank! Everyone there is so nice and helpful they know me by name and Im only there twice a month. I would recommend this bank to everyone