Melder Financial Services, Inc. - College Station (TX)

K Lewis Registered and funded an account online since there isnt a branch in my state. Truist closed the account two days later. Contacted customer service to find out why and was told I needed to visit a branch to provide identification. I again explained Im no where near a branch and asked if there was an alternate method to verify ID. To send via email, document upload, etc. The representative stated no, the only way to verify identification is at a branch. When I asked about my funds in the account, she said she didnt see any money. I corrected her immediately and told her "SunTrust" debited the funds because its on my bank statement. Trust purchased SunTrust and clearly hasnt updated the name but the money left my account. Navy Federal also confirmed Truist withdrew the funds. Trust continued to say they didnt receive any funds and they couldnt reopen the accounts. So I filed a fraud dispute with Navy Federal against Truist.

Results Personal Training There’s no other group I’d trust with my future. Thank you Andrew for all your insight over the years

Jobe Wrzesinski Betty has been my advisor for years and does a fantastic job of keeping me updated and responds quickly when I want to make changes to my account....I wouldnt go anywhere else.

Jennifer Torres Ron Coleman has been a great help to me with not only in preparing my taxes but he has gone above and beyond to explain in detail why and how it all works. I’ve been able to understand what is happening during the filing process which is a great help. He has also helped with my other financial inquiries and has broken those down in terms that I can completely understand. I highly recommend his services.