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“My husband and I were short on our escrow and I wanted to pay it at the bank. I started out calling the Berkley branch. The customer service was terrible. The person at the Berkley branch would not take my calls after putting me into a vicious cycle with the automated system twice, this after assuring me, I would get a physical person. Frustrated, I called the Birmingham bank. After a very brief hold, I was told , Yes come in, we will help you. The difference in customer service was night and day. From The minute I walked in I was greeted by EVERYONE. Gidget helped me get my escrow shortage off, even waiting for my daughter to get back to us with information I didn't have. I felt like they put out a red carpet for me and its been a long time since Ive had customer service this good. Thank you Gidget and everyone the Birmingham office for your kindness, consideration and thoughtfulness. I will only use your branch in the future.”
“Got some very good introductory advice from financial representative Will J. Smith this morning during a walk in. He was very enthusiastic and friendly and answered all of the questions we had and more. Considering we just walked in without an appointment, this kind of customer service and warm welcome makes you want to come back. Thank you Will!”
8:30AM - 5PM
105 Willits St, Birmingham
Investing
“Sade is a smooth operator like her name implies. My father and I went in for help on our accounts during a difficult time for our family, she not only made time for us, but exemplified all the qualities of excellent customer service, Dad and I were impressed and delighted by her work.”
9AM - 5PM
100 S Main St, Romeo
Investing
“Don't often give these ratings on banks because I go to so many but... This bank is not only historical but very detailed inside if you look around (mainly up). They were very nice and helpful. Michelle Wilson was very informative and gave many options for my small business to thrive.Pros.1. Not packed - You can get in and out pretty quick most of the time.2. Multiple specialists - seems to always be more than one person in the office cubicles.3. Has weather covered indoor ATM 24 hours4. Front street and rear parking lot access for walkers or drivers. (Being downtown is important not to have to walk all the way around the building to enter it)Cons.1. Parking lot is very small2. Does not have drive-thru service”
“Questions on investments, managing money, planning for retirement? Come to this location! Zoya was amazing to get us started with Charles Schwab. She walked us through the amounts of money we had in different accounts, what different investment funds we should consider, briefly discussed our future goals, and set us up with a financial advisor to further our investment strategy and plan. The Charles Schwab environment made us feel comfortable with the investment direction we are going in.”
“Issues are resolved ... but I had a few issues at this PNC bank branch. My debit card number was stolen and was being used fraudulently, and it took a few visits to the bank and phone calls to their 800 number to stop the card from being used and to restore my funds. Then I had received poor customer service inside the branch on my last visit to close my account. PNC customer service did call me to me to make things right, and I appreciate that effort. They resolved my issues in the phone call and apologized for my poor experience a their branch. (I have not been able to confirm whether it is possible to freeze a debit card from PNC's app if the card is lost or stolen yet, but their customer service agent assured me it is there now.) I'm giving them 4-stars for their efforts to make things right, and for taking my poor experience seriously. My issues resulting from the original fraudulent charges are resolved now, and it seems that they value good customer service.”
“David Billy is the guy you need to see about your financial future. He doesn’t miss a step. David will go the extra mile to make sure your taking care of .
Thank you”
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“Very goid and professional. My CFP takes the time to get to know you, what your financial goals are, how you are progressing towards goals, and go as recommendations to achieve these.”