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“I'm new to the area, needed a new bank account, I was greeted at the door by a gentleman named Dominic, he helped me to open new accounts, explained every service available to me, answered all my questions about how to get my funds wired from my old account in NY, even helped me to download and set up the app on my phone! I had to return the next day for some additional questions and was helped by another outstanding employee by the name of Heather, she was terrific, this bank gives great customer service, they're patient and kind, i would recommend this establishment to anyone who's looking for a trustworthy bank!”
“I wanted to establish a relationship with a financial planning firm and met with Douglas Schaefer for a complimentary retirement planning consult. I was impressed with the way he listened and understood my situation. He was thorough and helped me based on how I live and what I hope for in the future. He provided a comprehensive report and pointed out some actions I can take to protect myself now, and realize my goals later. Great meeting!”
Investing
Investing
Investing
“I spent the first 4 years of my career avoiding just sitting with Bryce to get his advice and I regret it daily! Not only had he helped me with my financial portfolio, I can call with any purchase/investment thought I have and he’s always there to help. I highly recommend Bryce as well as Masonboro Advisors!”