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September 2023 by VIVIAN CUCCHIARA
Been with them for 30 years. Never had an issue at all. Customer service has been good to me. I'm happy with this company.
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September 2022 by Cynthia Lu
As a student who came here to open an account, they were incredibly understanding and helpful, and really patient when it came to all the questions I had!
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June 2022 by Margaret Sousa
My husband has a 401 here. He has not received a statement since he retired in 2018. He has had a cardiac arrest and has problems speaking. They will not give me any information. They will not mail him a statement to home address on file. Never deal with these people if you have other options. Hide and invest your money anywhere else.
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March 2022 by Dee
If you don't look like a millionaire then they make you feel that every second you talk to them is a waste of their precious time. Shining clothes coupled with brains that do not have much in them.
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September 2021 by Roger A.
This office has been very pore in responding to communications and appointment set ups. I have a large account and there is no Manager assigned to it that communicates and responds to my questions. They are a loss for investing help.
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March 2021 by G M.
Poor customer service making it harder for people to make changes on accounts Taking advantage of this Covid by not properly having customer service and providing a lockbox
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February 2021 by Tim F.
I am extremely disappointed with the customer service of this financial institution. I understand with the pandemic, things are difficult. However, with ALL branches closed, it requires an hour on hold to speak with someone. I expect more from a company that makes many millions of dollars managing peoples money. I plan to immediately move all of my money to a financial services company that does just that. There are plenty, keep looking for better service.
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November 2020 by Scott MacNeil
10-7-2020