Deangela Goler I have had the pleasure of visiting this particular location for at least six years now, and they offer great service, are very patient and knowledgable. You guys keep doing what youre doing!
Nan Fichtenbaum Jeremy (havent met Jim) is a fiduciary planner whom you feel you can trust from your first meeting. He is confident in his ability to meet your goals. He is a focused listener who asks insightful questions as he builds relationships within a very comfortable and fun environment.
Terry Bailey I went over my limit for the 2024 and just wanted to take the extra money and open a new account so that I wouldnt penalized by the IRS witch Im aloud to do. But trying to get someone to help you is like pulling teeth. They keep transferring you from one person to the next until you get fed up enough to hang up. THE WORST CUSTOMER SERVICE IVE EVER HAD TO DEAL WITH!!!!
Brinn LaFave Brittany was wonderful and patient! I think some of the bad reviews might be people that are in desperate positions, which I understand are stressful, but this is my second time with the same location and I have never had a problem.
