-
January 2022 by Carol Beck
Absolutely the best financial advisor I've ever found! Knows the business well and applies it to my personal situation. Keeps me up-to-date without overdoing it. Al Theiss is wonderful.
-
April 2021 by john ging
These people are incompetent! I would definitely not trust them to handle money . They can hardly work a phone!
-
July 2020 by Hamlet A.
Do not use their brokerage services to trade, this is the worst bank I ever had to deal with when it comes to online trading. STAY AWAY!!!! I opened a brokerage account under my trust and started trading stocks. After some time, they required some forms and locked my account without calling me. At this point I have stocks that I cannot sell and they don't care. I sent in the forms twice, once through one of their branches and they have yet to call me back. They keep saying two to three business days and I have yet to receive any phone calls. It's been close to three weeks and I keep calling and trying to sell my stocks with no luck. I tried escalating this and getting a hold of that department to release my account so I can sell my stock but they will not transfer me over because there is no direct line. They don't care if your stocks tank and you lose all of your money. WORST CUSTOMER SERVICE I HAVE EVER EXPERIENCED!!! The thing is that I am not the type to go out of my way to write a review but their lack of caring and incompetence was just too much and I had to do something.
-
February 2020 by John Zinn
Useless phone tree unhelpful employees.
-
October 2016 by Jill Svej
I did not get the help I needed in a timely manner and was passed from person to person to end up with someone who gave me very poor guidance. I could not wait to get out. Never again.
-
October 2011 by A Google User
Rude, rude, rude