Sonny Salah Adam is the best! He’s the most helpful, and honest, person that I’ve ever worked with. He makes the stress of insurance, so much easier and makes everything easy and smooth. He will always go above and beyond for his clients
Tim Maguire I’ve been with Craig for over 10 years. Every year, Craig and his staff hand write Amie and I an anniversary card. This kind of customer service is amazing. They make sure they follow up every year to check on our goals for retirement and our estate planning. Thank you IPI Wealth Management for all you do for our family.
Connor Aiden (fall2zero) I got scammed by a company that didnt give me my product and upon request for a refund, they gave me only a partial refund, this bank proceeded to help me out and some time later, give me that full refund, Ive never had issues personally using this bank (other than its hours but it does have atms and phone apps to cover this) so in general I cannot relate to these other reviews that give a one star or otherwise
Marc Wright Stacy and her staff are fantastic. I’ve been going for years. They are Very thorough, friendly, helpful and quick. I would recommend them to anyone.
Daniel Gillingham I have had them prepare my taxes for several years now, and they have been great to work with. Friendly and knowledgable staff. Very quick and efficient.
Selena Salazar When you email them, they refuse to email you back. In the event that you’re lucky and they do email you back, they’re short and rude. Same thing over the phone. The rudeness is whatever, but not being able to get answers to questions is an issue. If you don’t like this kind of work or helping students, you should probably find a new job.