Jane Fontaine - Financial Advisor, Ameriprise Financial Services, LLC - Ocala (FL)

John Rolfe I have had numerous contacts with this companys customer service agents. They are condescending and rude but notably ignorant of SEC and other major compliance laws. They make rollovers nearly impossible or outright lie saying its not allowed. Cities and towns that sign up with Bencor do not have the better interests of their employees as their goal. I urge any municipal employee to seriously question their HR Department about the research they carried out in selecting US Bencor. Chances are they did none and just put the contract out for bid.Thats no way to select a quality financial institution.

Dianne Welde I have been a client of Jim Cooper for over 20 years and for a very good reason. Even during difficult market times Jim has successfully advised me on my investments to minimize my risks and maximize my worth. Over the years when it was necessary for me to go into their office for a review of my account, the staff was incredibly friendly. They made me feel welcomed and valued as a customer. I would highly recommend Jim as a financial advisor. Dianne Welde

Jay dawn I had such a wonderful experience with Keys Federal Credit Union thanks to Grace’s outstanding customer service. From the moment I walked in, she was warm, attentive, and truly went above and beyond to make sure all my questions were answered. Grace took the time to explain everything clearly and patiently, making what could have been a stressful process feel easy and comfortable. She’s professional, knowledgeable, and genuinely cares about helping people. Her kindness and dedication really stood out, and I left feeling confident and supported. Thank you, Grace, for making my visit such a positive one!

Tracy Berry I have been a client with David for 25 years. He is extremely professional and knowledgeable. He can explain things at a level that makes me feel comfortable. He is a good person with a sense of humor that makes you feel at ease. Without a doubt, he always has his clients’ best interest at heart.

M D (Bigdtravels) Tina and her entire staff do an outstanding job providing CPA and Financial Services. Whether it’s business or personal they are highly skilled to assist with both

Deanna Nesfeder Was very excited with I heard a location was opening up here! Friendly & helpful staff. I love my checking account here plus they have a great app!

Tanner Dean I had a chance to interact with Mason Salit a few months ago, and he was a true professional. His passion for the Dynasty Team was abundantly clear. Thank you Mason and Dynasty.

Jared Jones I’ve known Ron for many years, and he’s always been patient, kind, and honest in everything he does. When it came to helping me with my future financial plan, Ron’s expertise and genuine care made all the difference. If you’re looking for the best financial advisor in the area—someone you can trust wholeheartedly—look no further than Ron. He truly goes above and beyond to ensure his clients are set up for success.

Kathleen Norflus Our company has been using Rivera Financial since October of 2012. They have been great to work with. Chris Minelli has been amazing and has been my account manager for the entire time, that rarely happens where someone is with a company at the beginning when you sign on and is still there to represent you 13 years later! In todays environment, were clients do not always pay on time which can effect your ability to operate, we are so thankful to be able to obtain funding the same day! I would highly recommend Riviera to any business owner!!