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January 2022 by Mark T.
We went in to open another account for having automatic deposits made from investments to just use as a convenient way to access our money.After I sent the letter off to investment person he said the letter wasn't signed. I left 2 voicemails and an e-mail but no response.Finally I dropped in.The person we talked to was not at his desk but a nice lady tracked him down and had him sign it. I felt a little under appreciated being ghosted by a relatively new person in the business.Getting back to customers is a very important thing to do.
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July 2016 by Tim KEILLOR
Bad, would not give me my IRA after it came due on July 10, 2016.
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August 2015 by stan Dunbar
been with them for over twenty years wont say I never had problem but when the was it was resolved love em
