Robert F Cerritelli - Financial Advisor, Ameriprise Financial Services, LLC - Pt Charlotte (FL)

Debbie Cool All are very friendly, knowledgeable, and genuinely concerned for your well being, financially, and personally. My trust level with this advising team is the most comfortable I have felt with anyone in the past. You wont be sorry if you choose them.

Jason Smith Alex is a great guy and really cares about his clients. Youll find to be honest and trustworthy. Definitely recommend.

Connie Caban This team is very prompt, professional and patient to answer questions. I have life ins policies they reviewed for me to consider changing to long term care coverage. They provided me with a rate of exchange after comparing several companies. Highly recommend for this and financial advising.

Cheryl Barnwell I am a client of Bill Hazlett, WH Financial. He is very helpful and professional. I have total confidence in him.

Katia Lopez I was helped by Sailys. She went above and beyond to help me while I couldn’t login into my Bank of America app. I really do appreciate her service and her warm smile.

Samuel nowhere near as good as Chase nowhere near.. Chase is way more efficient professional theyre both getting almost zero interest on your savings account but so does Bank of America give nothing youre basically using the account to service your everyday needs e... this place is just an aged dated location and theyre whole institution set in their ways youre bound to run into problems with them... especially since the big story on the news about 10 years ago where they used to used open accounts on the customers names who never asked for them was a huge scandal and billions of dollars in lawsuits... stay away from this place stay away go to Chase two blocks away youll be way happier or theres a Bank of America within a few feet of here