The team here was great and the staff was great. The staff took time to make sure the process was done well and correctly. They helped open an account and explained the whole process. They answered any questions and were very patient. The service was kind, professional and quality. The team made sure a ROTH and Traditional IRA rollover was done correctly. The staff answered questions and read reviews. The service was kind and patient and kind.
Everybody that I've had an interaction with has been helpful and friendly, and very efficient!
March 2024
Great service! Have been a customer over years. Love the consisten service whichever branch I go to!
July 2023
Ana was incredibly kind and professional! She helped us open an account and explained the whole process. She answered any questions and was very patient. I appreciated her quality service.
