GTE Financial Credit Union - Lakeland (FL)

Dan Anderson Worst company. Dont trust this company! Constant phone calls. When. Told them I dont have a need and was cursed at and told off. Appears to be a scam company! Stay far away! If you answer their 1st call expect daily harassment calls to follow for at least the next few months. They havent stopped for me yet!

Andrew Kocisky Dear Phillip, Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family. Thank you, Andrew

Gabriel Mercer Bryson Bard was the first conversation starter I ever met who helped me start thinking seriously about financial planning. Ill never forget grabbing coffee in a starbucks parking lot at 7am (before his first meeting of the day), just to get to know me. Really appreciate the approach and looking forward to how our relationship will grow +30 year from now.