Investing near Coconut Creek, FL
30 locations found near Coconut Creek
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Investing
“By far best broker I've ever had for future trading. Never had any issues, best customer support, super fast response and Jake is outstanding. All in all a true 5 star broker.”
Investing
“I started working with Jon in 2006, when he helped put together my financial plan first and eventually began managing my portfolio. He is very professional, thorough in his analysis and recommendations. We both took time to understand each other and it continues to be a wonderful partnership, setting the right expectations and meeting and/or exceeding them.”
Investing
Investing
“Started my own business last year and went to PNC for my business banking needs. Rich Wolz and his team made the entire process simple and easy. In this virtual world of faceless interactions, it is so great to have a local branch with real people, who know me and are there when I need something.”
Investing
“Jhenae is so wonderful. I needed a notary. I emailed it to her, she printed and done in 2 mins. She’s awesome, always helpful and follows up, a true professional.”
Investing
“The entire branch is wonderful and very professional. Martin went out and beyond to help me which passed his time to be off. This branch is by far my #1 with 5 stars.”
Investing
“Poor service at the Andrews and Davie Blvd Ft Lauderdale branch. Will move all my accounts to another bank. Rude employee. Update the rude employee no longer works there and things have changed.”
Investing
“Joe was incredible! If you need help or have an issue go straight to him , he’ll get it sorted and give you good advice in the mean time. Great friendly service.”
Investing
“I was referred to IAA Wealth Management and its by far - the best broker firm! Tiffany Taylor manages my portfolio and her knowledge and professional background is quite impressive. I am glad to have her overseeing my retirement and investments. I highly recommend IAA Wealth Management!”
Investing
“Omg what an experience! They we're amazing ? Frankcis and Stephanie tag teamed my dual deposits BOOM ? BOOM ? I was back on the road ! Had time to spare to Write ✍️ this review!”
Investing
“We received excellent attention from the girl who welcomes us, as well as from Roberto and Simón. On Saturdays it is not very crowded, it is easy to carry out transactions or service with a notary.”
Investing
“If you're looking for great financial advice from a reputable company but prefer the more one-on-one interaction of a smaller firm, then you will be set here. Jim and his office manager run an excellent business. I love the personalized attention and ability to be flexible. There is no pressure there is no pressure to buy stocks or invest in anything specific. I highly recommend investing here. You can do this with as little money as you want which a lot of other companies won't allow.”
Investing
“We love our Community Sponsor, Senior Financial Advisor Stephanie Midler and The Midler Gordon Rosado Wealth Management Group! Stephanie and her team are true professionals and are committed to giving every client personable service. They offer very informative and useful financial advice, we definitely recommend their services!”
Investing
“Went here a few days ago to cash out my check for work and received phenomenal service from the lady at the teller ( her name was Patricia ) . She was very welcoming and helpful, I definitely would consider coming back and opening a bank account here. Thank you again !”
Investing
“This bank at this location has been much better than any others such as bank america, TD, chase, etc. of course as with all banks different locations have different workers, So experiences will vary, but everyone at this location has always been super helpful and friendlier than any other banks I have had in Boca over 20 years. TD and Chase are pretty good in Boca but TD always was horrible in Deerfield, and Bank of America is terrible every location. Again this PNC branch is TOP level.”
Investing
“Favorite bank favorite tellers and managers Outstanding service by three young ladies Lucjina & Raymond and the other female managers with the head wrap are so professional my favorite branch and I visit a few 20 years with your bank thank you”
Investing
“Called about taking a distribution. Quickly handed off to the correct person. Brief and focused discussion decided a form was necessary. Receive by email within minutes. Great service !”
Investing
“I have all my accounts there and was turned away at the Boca branch (2400 N federal) I always get an attitude when ever I go there. I wanted to open an account for my daughter on 8.21.20 who worked all summer and was turned away because they said I needed an appointment. I went to the branch at 18th and Powerline ( Boardwalk) an was happily taken care of by Christine and Amy. Christine greeted me at the door, although I would have needed an appointment she was very happy to help my daughter and I. - I will never go back to 2400 North Federal highway. They lost my business as well when I opened up a business account with the Deerfield branch on Hillsborough with Javier who took very good care of me, I was shunned with a bad attitude at the 2400 North Federal highway branch a while back. The 18th Street and powerline branch is very clean and inviting with very nice employees!!! I will surely go there always. Do not visit the 2400 North Federal highway branch they are miserable!!”
Investing
“I have been an investor with Fidelity for decades. Recently I decided to move more assets to them. They have an excellent team in Boca. Everyone there is friendly, knowledgeable and has patience.”
Investing
“I have been using BOA my whole life as a business owner (since 2016). Couple of years ago because I was struggling so much with their service I decided to extend my horizons and I went to open an account with Doreen Robinson here at this branch of PNC. WHAT a change!!! That has been a completely different experience. Now I understand that it exists a person that is knowledgeable and have a great accountability in the bank industry!! She helps me with everything now from notarizing my documents to loans and even some business advises regarding the best products I can use to grow my Painting Business. Thanks Doreen ?”
Investing
“I had almost given up on Charles Schwab because I wasn’t getting a very good response or service but then I got a call from Adam Rittersporn at Charles Schwab Fort Lauderdale and things changed :) Adam provided me with world class service and helped me set up accounts and had great follow up to make sure I got what I needed. I’ve never had such great service from a representative at any bank like I got from Adam. Highly recommend!”
Investing
“The office of Todd Currier of Edward Jones is very professional, accurate, and helpful. He truly looks out for the well being of his clients. In addition the administrative assistant is equally knowledgeable, helpful, and courteous.”
Investing
“I have been with PNC for 8 years. No matter what branch I go to people are very nice very polite and try to be helpful. I am in my sixties have been with many banks. People on here they give horrible reviews I just have to assume maybe they have a problem.”
Open 24 hours
100 NE 3rd Ave Suite 100, Fort Lauderdale
Investing
“I love Comerica Bank! Always feels like family. We have been banking personal and small business with Comerica for over 20 years in Texas, California and recently new to Florida and they have been super helpful in setting up our business banking and merchant services always welcoming and friendly to us. Specially everyone at this branch :) I wish there were more Comerica branches in SoFlo!!!”
Investing
“Today, I received fantastic in-person service at this location! Ramona and her Team were cordial and helped me out with a specific request for bank statements. I would highly recommend this location. Super great service!”
Investing
“William Holland's team has been a real god-send to our family. The team, especially Kate!, are wonderful. They take time to explain anything you need to know, the advice is excellent and far-thinking, and they are very responsive. Although I give them all 5 stars for professionalism, they are also very human, very kind, and sincerely interested in you and your concerns. The kind of trustworthy customer service they offer doesn't come often these days. Do yourself - and your family - a real favor and contact them soon.”
Investing
Investing
Investing
“Short waiting time. I’ve talked with 3 or 4 different banking reps and they have all been polite, helpful and able to answer any questions that I posed. I couldn’t be any happier with my choice of banks. ?”
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Wells Fargo Bank
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TD Bank
6700 N State Rd 7, Coconut Creek Locations
“The people who work here are fabulous. They really do care about their customers and go above and beyond for customers even if the customer is not a big money person. If you live in the area and need a bank go in and ask for Steve. Best banker ever!”