{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“We’ve had the pleasure of working with Coral Gables Trust as they’ve grown under Richard DeNapoli’s leadership to become one of the largest trust companies in Florida, with more than $4 billion in AUMA. Richard and the executive leadership team, including John Harris and Don Kress, are true experts in trust and estate matters, as well as knowledgeable, collaborative and wonderful to work with. What stands out most is how personally invested they are, not only in their clients but also in the local organizations and communities they support.”
“I have visited this office on several occasions for various matters, and without a doubt, they provide excellent service, especially in both English and Spanish. Siéntete seguro de interactuar con las chicas de recepción … no encontré parking free para los tacaños.”
“My experience at this office was very positive one from the time I arrived; the way I was greeted, to the time I left the office. Everyone I met was highly professional and cordial. The financial advisor I met, Steven Mayo, was excellent and exceeded my expectations in the way he explained things, the amount of time he spent, and the diligent way in which he acted helping me fill out necessary forms. I felt very comfortable and at ease during and after my meeting with Steven. I highly recommend this Fidelity office.”
“Amazing Service!
I came here to recover some information of a closed business account and both trips were a pleasure. Incredible customer service and accommodation.
Nelly, Matthew, and Barbara were extremely helpful. Because of their customer service our company is considering rebanking here!”
Investing
Investing
Investing
Investing
Investing
“Ms. Kayla did a wonderful job securing a mortgage for me. Considering the prior difficulties I had before going to Union, the process was SO much easier with them. I appreciated working with Ms. Kayla, especially because she is a woman of her word. If she says she will call you back tomorrow, she will call you tomorrow. This type of service is hard to find now a days.
Thank you Ms. Kayla!”