Raymond James & Associates - Tallahassee (FL)

frieda romanchuk N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.

Kaylina P I went in to make a simple withdrawal nothing complicated, the teller that attended me was an OLDER lady she had glasses idk her name because the receipt does not say it... The older lady was so rude, I walked up to her and smiled and said hello and she had the nastiest attitude. Lacks Customer Service skills. When she was done with my transaction the older lady literally TOSSED my ID, Debit Card, and cash envelope into the slot and looked the other way. Very unprofessional. Genuinely dont know if its because I wasnt speaking Spanish because I was speaking English but either way was very disgusting behavior. And she was responding only in Spanish you should hire Bilingual Tellers. This really upset me and confused me. I was in shock with the type of service they give their customers and that they are so okay with this quality of work. I am a teller myself at another institution and I would not waste my time writing this review if it wasnt needed. This interaction really is uncalled for and you should also keep the branch and teller line CLEANER. Your tellers had open snacks and lunch bags all on the counters. Looks dirty and nasty. What an odd branch.

Waris Wade Whatever you do do not use Joseph Caccippio. Totally unprofessional. A crook if I ever saw one. Once he’s stole your money and of no use to him you are trash to him. Buyer beware!

Leonardo Luna Ivan is a knowledgeable and experienced professional who will take the time to sit down and first and foremost become your friend and trusted adviser, understand your needs, ask the right questions and finally come up with the right solution for you. Its a completely different story when you sit with someone trying to fit their product to you, as opposed to Ivanhoe who will find go out and prepare the right strategy for you with the ingredients that best fit your goals.

Kareem Darlene is such a wonderful person. Helping so many with assistance. People dont need to give her a hard time. She has helped so many in the time of struggle and crisis.