Marc B Professional, intuitive and knowledgeable. The many opportunities were explained well. You will be hard pressed to find better financial planners. In todays times knowledge is key, and planning for tomorrow is paramount.
Jo Gerdin Steve was fantastic in helping us roll our 401K account into a new IRA. He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork. He also helped us with some long term planning and budgeting and helped us put another 100K into the markets. He did. a fantastic job.
veronica ramos Amazing customer service. I had left a review because I was upset the bank had closed and had a actual manager call me and tell me they are now open. Amazing for a person to take the time and reach out and let customers know they are back in service. was so frustrating when the closed cause I had to do my banking somewhere else but I’m definitely going to return. I’ve had this bank for more then 30 years and know my bank account number by heart. The area of the bank is so convenient cause it’s on the right side of the street on my way to work. Next to everything u need one stop shop.