Yancy Yancy Very personal and friendly staff. Have multiple accounts with them. They are always looking to improve the customer service and banking experience.
Margo Liss We have been with RPOA since long before the name change and are grateful for the peace of mind they provide. Their methodology aligns with mine and all of the folks take very good care of us. They are accessible, responsive and are just generally down-to-earth folks. Add to that that our portfolio is doing very well. Wins all around!
Ben Epling Intentional Living is an amazing company and Jim is the best. I highly recommend them. Jim is willing to help with every corner of your financial plan to ensure that you are aligned on your goals and can execute a plan to reach those goals
TREY MAC They provide you with tool on how to manage your money better that you would ever dream of. Wealth management, tax planning, and all the way to retirement; they have your money needs. It doesnt hurt to ask questions about how to make money moves. Make the right move now.
Brock Belmonte The bank was very nice, clean, and the staff was extremely kind and helpful. We spoke with Reagan who was able to help us update our account info and get checks the same day. Their customer service is top notch and they are very easy to work with.
Hunter Haddad Chase was excellent to work with, other people saying he is rude obviously didn’t actually talk to him.
Chase went above and beyond in a very professional manner, explained to me my rights, explained to me how GAP works, and even went above and beyond to help me contact gap.
In a world where honesty is hard to find, my interaction with chase was a breath of fresh air.
5/5 whenever you need anything ask for Chase!