Scroggie Meffert Davis and Associates - Raymond James - Ocala (FL)

Gemechis Tolu I recently visited Trust Bank in Gainesville and experienced a disappointing level of customer service from one of their employees. Despite maintaining a polite demeanor, I was met with condescension by a larger Caucasian woman, who seemed displeased that I hadnt emailed ahead regarding a $400 petty cash withdrawal. This encounter left me feeling belittled and disrespected. While I have left a 5-star rating as I dont wish to negatively impact the banks overall rating, I believe its important for management to address this issue. I suggest providing anger management training and perhaps considering a role better suited to her strengths. Thank you for your attention to this matter.

Jaylynn Robinson Came into Florida credit union today with a bunches of questions and Mrs. Brooklyn book has been amazing to me and not only helped me with all my crazy questions she has also got me into a vehicle, I want to give her a big shout out for being very patient,funny,and friendly with me during this process ! And if you guys need any loans or help with finances get with Mrs. Brooklyn book

Austin Wood Great service and nice staff. They were very helpful.

Brian Kendall John and everyone at SWG are fully committed to helping you reach your financial goals. We have worked with other financial advising firms in the past, but choosing to utilize the knowledge and expertise of Strategic Wealth Group was an easy decision and one my family and I are benefiting from. I would highly recommend Strategic Wealth Group for assistance in wealth management and view them as an elite firm in the industry.

Christina Williams Tried to scam us using this number. Its a valid Truist number but the REAL customer service confirmed no calls were made today to us from this number. Had us download an app. Got into our banking and asked us to transfer 2k to Cash App. I immediately started shaking as I realized he had all our banking information and was a SCAMMER. I called the REAL Truist and theyre freezing the account to investigate fraud. Be very careful. All of this started with a call to fix a Facebook issue. Keep your head in the game. These scammers are out thick and trick you easily.

gale murry Michael Boggiano and Shaun Tarzy have been my financial advisors for several years. They are a perfect team, and are always willing to met with you, and answer any questions or concerns that you may have. They are very supportive and willing to provide recommendations based on your individual needs. Shaun and Michael are very professional and knowledgeable. They provide the appropriate steps and strategies needed towards financial freedom for your retirement years.

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan