Keywords: Financial tax advisory group dade city fl

Tax Advisory Group - Dade City - Dade City (FL)

Address: šŸ” 37836 Beth St, Dade City, FL 33525, USA
Phone : +1 (352) 567-1040
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3z15ArRT3YgRiX0nuQUep8Q
#Florida

Ocala Community Credit Union - Ocala

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!
5 /5

MIDFLORIDA Credit Union - Sebring - S. Corporate Office Branch - Sebring

M After being a member for just about 35 yrs. Ive been treated terrible. Wish to file complaint with Corporate office ONLY
1 /5

First Command Financial Advisor - Lilian Mesquita, CFPĀ® - Orlando

Robert Caslen I’ve been with First Command almost 50 years and had numerous advisors - all very professional and competent. But they saved the best for last. Lilian Mesquita is outstanding. Knowledgeable, friendly, and an advisor with great character, she not only speaks these complex issues in a simplistic understandable way, but she is not pushy or boastful. She is a great professional and I’m fortunate after all these years to have the best of the best.
5 /5

Wilmar Ospina: Primerica - Financial Services - Hialeah

Teodoro Arce Excellent advisor, helped me understand everything without complicating things. He was always attentive, answered my questions, and made me feel very comfortable with my decision. 100% recommended!
5 /5

Synovus Bank - Fernandina Beach

Dave Kane Karen and Chris were/are extremely professional AND customer-centric!!! Thank you both! DK
5 /5