RG Financial Health Pros - Kissimmee (FL)

Wanda Vargas caraballo I been train to make a payment on the phone and no one answer for the past 3 days

Daniel OLeary Josh is great to work with. Constant contact between advisor and client, has always been available anytime I ask to talk. Really understands the trends of the market and knows how to uniquely balance risk and diversification within a portfolio. He seems to be a teacher at heart and always strives to explain his choices to his clients to ensure a transparent relationship. Highly recommend!

Rich Craig I felt very comfortable from the first conversation with Derek. He took his time and educated me, explaining the pros and cons of different strategies and products. He never rushed me and answered questions with precision. I cannot say enough good things about him.

Shauna Allen The staff were friendly and genuinely caring, which was especially appreciated during a sensitive time when I was handling my late fathers accounts. They were kind and attentive, making a difficult process more manageable. However, one area for improvement would be attention to detail. Although the death certificate was scanned in during my visit, it was later rejected by Bank of Americas estate department due to improper scanning that cut off important information. This oversight unfortunately added weeks of delay to an already challenging process.

Tammy D Im very happy with Trustco Bank. I moved my accounts over from a larger bank and I always felt like they never knew who I was. When I walk into the Rinehart branch, Im always greeted by the same friendly faces and they all know me. If youre looking for a neighborhood bank, this branch is great!

GucciPradaFendi Great company. I would recommend. Very pleased with the service. Let Primerica guide you into the right direction. Very affordable for the whole family. If I could give more stars I would.

lonnie ellis My wife and I went in to open a new account with a little scepticism. Thought there was going to be issues. Everything went very smooth, and we even had our debit cards in hand before we left. Awesome bank.