Wells Fargo Advisors - Titusville (FL)

Robbin Taylor This has been my primary bank for almost 10 years but I’m about ready to switch to another credit union. This new update is terrible. I can’t send money to a new e-mail or phone number through Zelle until they approve it..that’s ridiculous. A few weeks ago they also printed my new debit card incorrectly and I could not set a pin or use it and had to come back in to get another printed… again this is my primary bank so I didn’t have access to my money for hours. You call and they make you wait hours for a call back to speak with their “debit card” department. I think I’ll be going over to Tyndall or Innovations due to all the technical issues this bank has and dumb security measures. Update: PCU reached out to me and corrected the issue. The customer service from Keith Herrick and Shannon Williams was great. I am now able to send money as I please without restrictions. Thank you again!

Stephanie Crosby HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!

Melissa Marco I used to be a member a long time ago ,but then that location was closed . However , we have always been happy with this credit union. My Dad and I went to the Sarasota branch for help with an unauthorized charge from someone trying to take advantage of a senior citizen.Yadiel was so very helpful in resolving our issue and really took a lot of stress off of our plate ! Thank you !

Marci Stowell Jesse and Sterling Heights have been amazing advisors to our family. Guiding us through inheritance, accounts for our children and our own retirement goals. Jesse reviewed other investments we had prior to him and saw no reason to move them. The genuine care for clients and honesty you get with Sterling Heights is top notch.

Ted Gornto Very helpful in taking care of your needs