SouthState Bank - Sebring (FL)

stephanie morale My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..

John Ferretti Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.

Marleen Whittington Tessa is very professional with a personal touch. She takes the time to explain anything you dont understand and answers your questions and concerns. As a senior citizen I appreciate her patience and caring attitude.

Nicole McFarland My husband and I love Trustco’s bank. We have been using them for years. Recently we needed to work with a banker again. We worked with Ryan and he was great. Answering all of our questions and guiding us with our financial needs. Thank you for the great service!

Alisha Walker Danielle is by far the best person to work with. She’s very understanding and helpful. We are so thankful for all her help.

JM H MWR Financial has been a blessing to my household. The leadership truly cares about the people in the organization and their families. The membership and partnership are second to none. Onward and upward we go, being the best stewards possible over the resources weve been blessed to have.