5 /5 Cynthia Garbutt: The 5th Street branch on Miami Beach is excellent. Great staff and manager. Always helpful, professional and welcoming. They go above and beyond for their customers. Give them a pay rise, please.
1 /5 Agustin Bilecki: The worst bank ever, customer service is a mess. They never solved my problems, I couldn’t set up apple pay in my phone. Definitly Bank of america is your choice.
Krystal Volpe Jesus walked us through the beginning steps and ways to prepare for future goals. He was patient and explained things in a way you could understand. You can tell he has the clients best interest not his own, I have not experienced that with any other advisors I have spoke with. Jesus is very professional, knows what hes talking about about, and will help many people!
Angie McInnes Working with Jeff Nielson to ensure achieving our financial goals has been a wonderful experience. Jeff is accessible, though, and knowledgeable. He has helped us to have confidence in our plan. We appreciate Jeff’s sincere desire for our success. We highly recommend Jeff to steward your financial future.
Susan Dunlop Run by two astonishingly personable, forthright, no-nonsense, capable women who taught me a great deal in my two introductory sessions. They were highly recommended by my friends and I, in turn, would most emphatically recommend them.
Lisa Magary Al is great! He helped me consolidate all of my 401k and well as set up a simple IRA for my staff. He is very knowledgable and easy to work with.