Kevin Smith - Financial Advisor, Ameriprise Financial Services, LLC - Melbourne (FL)

Izzy Cortez Had a very positive experience with Sage Advisors.

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.

Karen DuPont I started working with Kevin last year and so satisfied. He is thorough on my finances and retirement plans. Knowledgeable of current economy and helps me understand this. Also looks at all thats happening in my life as it affects my money, lifestyle life changes as I age.

Pawan Kumar One of the best financial planner in Saint Petersburg FL. I have always enjoyed the insurance and banking I have been using with them, and I will continue to recommend it to any friends.

barbara simmons All the staff in Lake Butler is really friendly, they really try to do what they can to fix any issues you have.

Dennis Pfeiffer I love this bank! i walked in to cash a check on my birthday and they actually sang Happy Bityhday! I left feeling happy. Inverness branch manager Mary is awesome and the staff is always upbeat and personable. Highly recommend.

Trelisha Knox They are the best to deal with!