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9AM - 4PM
812 N Woodland Blvd, DeLand
Investing
“Tom and his team (Kiera) have been managng my portfolio for 25 years. I just retired and I am so glad I stayed with Tom and followed his advice. I trust him and the team. They are proactive and easy to work with and they built me a solid retirement plan I could not have done on my own.”
9:00 AM - 4:00 PM
138 W New York Ave #5, DeLand
Investing
“Sherry delivers outstanding financial services with a personalized touch. She takes the time to understand my goals, explains options clearly and provides thoughtful guidance every step of the way. Her professionalism, responsiveness, and long -term focus give me complete confidence in my financial planning. I highly recommend Sherry for anyone seeking trustworthy, top-tier financial advice.”
“I stopped in for help replacing my debit card and had the pleasure of working with Yolanda. She was so attentive, kind and professional and I would highly recommend her for all your personal banking needs! Thank you Yolanda!”
“i love the branch on camp ground savannah is just wonderful and she always has very happy and friendly smile.This branch will be my home branch overall the staff makes you feel so important best location ever”
Investing
Investing
Investing
“I usually do most of my banking online, but I had received a gift of cash to deposit at the bank. Very pleasantly greeted by bank clerk with a Good Morning. She was happy to help me with the deposit, which required no deposit slip to fill out. She did it all. Thank You Katie.”