5 /5 Scott Martino: Couldn’t ask for a better financial planning team.
1 /5 Sasha Carter: My husband and I tried calling this morning (9:25am I might add) to get a quote from David Thomas. His assistant Cathy answered and when my husband asked to speak with David regarding said quote she interrupted multiple times questioning the reason for his call… Explained again what he was looking for and asked to speak with David she then proceeded to say “that’s obviously not why you’re calling” and hung up on him. I then called and said Cathy we just called for a quote but you were very rude and hung up on my husband. She said I misunderstood which I let her know there was absolutely no misunderstanding as I was present for the call and heard everything… we simply wanted to get information from DAVID the personal qualified to answer our questions. She then proceeded to tell me I can go somewhere else and HUNG UP AGAIN. My husband and I were in no way rude during this entire ordeal even when we should have been. We are simply trying to get things in order before my he leaves for military duty next week. I have NEVER experienced such disrespect and unprofessionalism. I would call back and ask to speak with her manager but I have no faith anything will get done. Absolutely DISGUSTING!
Tia MoonDragon Extremely friendly staff and super helpful. We needed to do a wire transfer and had to come to this location since there arent any in NY. The banker was Extremely helpful and kind. If they werent so far from us coming from NY, wed use them for our home location.
Tom Foor I have been involved with this group for many years. They have done a fine job with our portfolio. All of their employees are friendly, courteous, and professional. They explore every avenue to find you the best investments available.
Robin Peles No matter how busy or that you have to wait in line, the workers have a way of soothing your tension and between their smile or caring persona , the banking moment becomes a positive experience
Janet
Vic Kohler Erin was outstanding and extremely helpful explaining our health insurance options. We were new to the process of purchasing health insurance and Erin took the time to answer our questions.
She is very knowledgeable and simplified the process for us. We are very glad that we had her assistance.
