Investing near Davie, FL

30 locations found near Davie
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“I Went there today trying to open a bank account for my mom and was greeted by Anna, then we talked to a representative (Cuban-italian) , sorry I forgot the name, and he was extremely helpful. We couldn't open the account but he pointed us in the right direction. Thank you very much.”

2.7 Average38 Reviews

“Dennis is amazing! He is very knowledgeable about what I need to do next to transfer retirement accounts and move on with my life after a terrible divorce. I would highly recommend him. Dennis is kind, thoughtful, patient, and took the time to explain things to me so that I would understand what's going to happen moving forward! Thank you so much Dennis!”

5 Superb31 Reviews

“At sun credit union in Pembroke Pines, the ladies are very professional, always greeting you with a smile, they are always ready to help you with whatever bank info you need.”

4.1 Good63 Reviews

“Morris is an excellent & knowledgeable professional - he came into our business in a time where we had nothing in place & he completely built a financial plan, protection and strategy for our business. We feel happy knowing we are in great hands. 100% recommend.”

4.7 Superb12 Reviews

“I have been a client of Activest for over 3 years now. I sleep really well knowing my savings are with them because they carved out an investment strategy that really suits my situation; however, the best aspect of Activest is their customer service, they are really like family to me. Whenever I have questions about taxes, immigration or anything related to my financial planning I go to them and they work with me to resolve out whatever challenge comes up. Thank you.”

5 Superb9 Reviews

“Excellent company to work for. I have been part of Riviera for 8 years and every year we keep growing and improving to deliver better real estate investments and opportunities to our investor. Our buildings definitively have a positive impact in the communities where we develop them. Looking forward to keep growing with Riviera”

4.6 Superb11 Reviews

“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.”

4.1 Good16 Reviews

“Went into the PNC I was welcome By SeanPatrick. We discuss opening saving and checking account he was very knowledgeable and answers all my questions regarding all my banking needs. I would highly recommend if anyone needing to open any kind of banking accounts to see SeanPatrick.”

3.9 Good23 Reviews

“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.”

3.6 Good29 Reviews

“This branch has always been super convenient and everyone is so friendly. I highly recommend PNC Bank overall - their mobile app is so great, you hardly ever need to visit a branch anyway. Loyal customer here!”

3.7 Good17 Reviews

“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!”

5 Superb4 Reviews

“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.”

3.4 Good29 Reviews

“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.”

5 Superb3 Reviews

“Very nice staff polite luxury bank clean it looks different than a bank you feel like your in a luxury travel place the staff amazing recommend this for your bank...or if you want to change your check it's only $5 fee if you don't bank with Popular Bank witch is not bad at all...”

3.6 Good10 Reviews

“Popoular Bank is one of the best in Miami area.I contacted a supervisor at one of their brand and her expertise and good manners were outstanding. Ms. Esther Garcia is a very professional employee. Thank you Ms Garcia for your advise related to my account.”

3.6 Good10 Reviews

“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.”

3.3 Good16 Reviews

“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!”

3.1 Average39 Reviews

“I went into this PNC branch today, 10/23/2023 everyone was so nice, it scared me. I left feeling happy and I would like show my Gratitude! Daniel the Business Specialist is very detailed and knowledgeable. Thank you for the heartfelt welcoming and treatment.”

3.1 Average22 Reviews

“I had an exceptional experience with PNC Bank in Miramar. Ms. Yendy, the bank manager, went above and beyond to assist me in opening my company's bank account. Special thanks to Mr. Conrado for his prompt and informative responses to my inquiries. Overall, their dedication and professionalism made my banking process seamless and enjoyable. Highly recommend their services!”

3 Average38 Reviews

“I have had not one negative thing going on in the bank the guys that work here are awesome,Knowledgeable and they are at the drop of a penny ready to help you do not listen to these people with bad attitudes that reflect on the bank they had a bad day so they take it out on someone today it happened to be the bank. All the Teller's are super good you can't go wrong I've been with Pnc since I was 16 years old I hate to tell you how old I am today”

3 Average32 Reviews

“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!”

3.3 Good7 Reviews

“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 !”

3 Average21 Reviews

“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!!!”

3.2 Average6 Reviews

“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.”

5 Superb1 Reviews

“Sheghura Garcia and I had a wonderful interaction at PNC in Aventura today. As a walk-in client, she answered all of my inquiries with amazing kindness and patience. My faith in PNC has been restored by her exceptional service and attention to detail, and I'm happy I stuck with this bank. I'm grateful to Sheghura for the wonderful banking experience I had!”

2.9 Average19 Reviews

“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 ?”

2.8 Average27 Reviews

“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!”

2.8 Average13 Reviews

“I have had not one negative thing going on in the bank the guys that work here are awesome,Knowledgeable and they are at the drop of a penny ready to help you do not listen to these people with bad attitudes that reflect on the bank they had a bad day so they take it out on someone today it happened to be the bank. All the Teller's are super good you can't go wrong I've been with Pnc since I was 16 years old I hate to tell you how old I am today”

3 Average2 Reviews

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