1st Franklin Financial - Adel (GA)

Arianna Butler I chose to start a Roth IRA with Fidelity Investment group because they offered an match incentive after making my first deposit into my account, they have in person locations available to build a relationship with a broker, and because I thought it would be an overall good back to maintain my Roth IRA with. Shortly after opening the account I booked an appointment with a broker to begin making the investments best for me and having my 401k’s transferred into the account. I booked this appointment a month in advance and today, two days before the appointment a broker named Tasia called me and told me that brokers at fidelity only made themselves available to people with over a quarter of a million dollars in their Fidelity account and that the only help I would be given was via phone. I will be changing the bank I keep my Roth IRA in as that was the most ridiculous thing I had ever heard. I highly suggest people choose another bank to open their investment and retirement accounts with.

Chris Spinks Truist offers the benefits of a large bank with all of the small town charm and pleasantries. They know my name when I pull up and always go the extra mile. If you are on the fence about going with another bank they should be the first choice. Great experience every time.

Mark Seabolt They are so great to take the one-on-one time to make sure the right insurance is achieved. I’ve been there several times and the staff is warm, professional , and knowledgeable.

Andrew T. Reilley III Outstanding in every way! Caroline N., Carolyn E., and Kate M. provide the kind of traditional customer service excellence that no other bank would. Thank you Tracy B. for all the assistance, introductions, and thinking outside the box to help me make my dreams a reality. I am all in with Renasant.