Matt Bower - Raymond James - Bradenton (FL)

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

BUTCH G always good and friendly service.

Tom S Amazing, knowledgeable financial consultants. I am now on my way to financial freedom!!

Joe Wilson III 100% class and so much great info! An advisor I TRUST!

Anita Williams I have been a member with Penfed for over 30 years and have never been to a branch before. After this experience, I am grateful that I do not have to repeatedly do this! I came in person to make a cash deposit. WOW! One teller ...and shes slow like molasses going up a hill. There were seven of us in line with her and although there was another person servicing the drive thru, that lady didnt even see fit to ask to service the next person in line. Where is the customer service? Didnt give one star because she was polite when I was finally served. This is not rocket science! Since you are not equipped with personnel to service more than 2-3 persons, a system needs to be in place to avoid persons, especially retired older people to stand for over 30 minutes in a line. You have all of these chairs. Simply, have a numbered ticket system so we can sit & wait. I see why your reviews are so terrible.

Jessica Jones We were treated with respect and although, we were going through hard times. Claudia, made us feel at ease through the process. Thank you

Susan Winkler I found the people working at this location to be very accommodating, understand my needs, willing to help with options at a rate I can afford. If there is some issue, they handle it right away. The manager was my loan officer and explained the process thoroughly. If she was not available, any of the other agents knew of me and could answer my questions. This office makes you feel that you are important to them and gives you proper guidance in your decision making.