Sterling Bridge Financial Group - Palm Harbor (FL)

Gerry with-a-G A MASTERCLASS IN CUSTOMER SERVICE! Gabby helped me with opening an account the other day & provided world-class service one would come to expect from larger institutions! As I walked into their front lobby, Gabby grabbed my attention and acknowledged me with a smile, a friendly greeting & welcomed me to the Credit Union. Now, thats a warm welcome, I thought to myself. Her tone of sincerity when she asked "How may I be of service to you" is what crystalized by first impression of the credit union: a place I’d like to do business with. We went through the process of opening my account as Gabby paid special attention to the fact that I had just moved into Ocala. She pointed out the other branch in town along with a thorough overview of all their services - not taking anything for granted. Our conversation was driven by her questions, seeking to understand my banking needs, so I sensed that she was not working off a "service script" like so many other credit unions. For the first time in about 3 decades, my experience in dealing with a credit union was not painful. It was pleasant, efficient, and gave me the confidence that this place will treat me right, like a TRUE partner would. Now, I look forward to my next visit. Extra bonus: She didnt have to wish me "Have a Magical Day"... as I was already on cloud 9!

Thomas Varga Outstanding Financial Advisor - Highly Recommend! Ive been a client of Clinton Wilson from Raymond James for several years, and I cant recommend him enough! In that time it has been clear that he genuinely cares about his clients’ financial well-being. Mr. Wilson took the time to understand my unique financial situation and goals, then provided personalized advice that was easy to understand, and which helped me create a solid financial. At every step of the process he clearly explained all the fees involved and made sure I was comfortable with every decision we made. Communication is another highlight of my experience. His office was always quick to respond to my questions and provided regular updates on my portfolio. His expertise and insight are invaluable. If you’re looking for a knowledgeable, trustworthy, and approachable financial advisor, I really recommend reaching out to him at RJ. You won’t be disappointed!

Glenn Midnet Scott is truly amazing to work with. Not only is he very knowledgeable but he really cares about his clients. I highly recommend Scott and his team.

Wes Nowling Very nice folks top of the line when it comes to being customer friendly.

Tara Figueroa We recently switched banks and have had nothing but positive experiences with Capital City Bank so far. Mandana was extremely helpful with setting up our accounts and making sure we had access to online banking prior to leaving her office. She was very responsive and knowledgeable & I would highly recommend reaching out to her for your banking needs.

Gigi Joseph This is not the correct contact number for JBS Financial Group. A woman with an accent answers and ask alot of questions as if you have the correct number and then tells you, its a wrong number. Its a little fishy.