Arelis Bruno Like most people I’m often worried with day to day events and immediate future that I place our long term goals in the back burner. Compared to previous experiences, Upbeat Wealth has provided us with tools to not only to manage our current finances and set goals for the future, but also has set in motion a system that allows us to revisit these goals constantly as life evolves and circumstances changes.
Mr. Turi has provided a comfortable environment in which he guides us to set realistic expectations, helps us feel in control of our financial future and we feel actively involved in the decision making process.
Sherri Barton Pelican has done an excellent job for us. What we value most are the trusting, professional relationships established with the team, as well as their accessibility, prompt responsiveness, personal service, and knowledge and expertise. The larger LPL group with whom Pelican works is also excellent.
Ryan Brown Terrible customer service. Used the ATM and needed smaller bills. Clerk said she can’t assist in any way if I didn’t have an account. I definitely won’t be getting an account or referring anyone to this financial institution.
Jack Marson Young lady by the name of Iesha she was working alone today the office was full but she managed to help everybody with a smile on her face when i say I’ve never seen someone work hard under pressure even when two weirdos was in there complaining about her not having help for the day she still managed to get them out the door in time for their next bill appointment they were complaining loudly about but she deserves a bump up in pay for sure
