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“I can’t express enough how helpful this company has been. Specifically Hayley and Andrew have gone above and beyond in assisting me with all my needs and questions. They are sincerely dedicated to their clients and it shows.”
“Team Neilson did an amazing job with preparing our qualifying loan documentation. They were very responsive with providing us estimates on homes we were interested in! The thing that stands out the most is their promptness, professionalism, and quality!”
“I've been with Bogart Wealth for quite some time. A friend of a friend recommended checking out James Bogart after a national financial services firm could no longer offer me the retirement services I was seeking. James’ staff did a great job in assessing my needs and putting together a retirement plan for me that I feel very confident with.”
“Chris Belchamber is a brilliant investment professional who is extremely knowledgeable and experienced. He is also a natural teacher who can explain things to someone who is not into finance. His book, "Invest Like the Best," and his blogs demonstrate his willingness to share what he knows generously. He sincerely values integrity and transparency and it is clear that he has his clients' best interests in mind. I completely trust and highly recommend him!”
“Went in to Roll Over some 401Ks i had. The person at the front desk was helpful. I had a few questions that were answered and we got the transaction completed. I would go back with out a thought if i needed anything down the road.”
“The team at Acorn has helped me tremendously as a young teacher to get started investing. I am very appreciative of having them as a group of trusted professionals who give me sound advice. They are an incredible team!”
“Schwab rocks. You never have to wait on the phone long because an other branch will pick up and answer your questions. They are though on security. I forgot my verbal password and they are making me come in to update it, but I understand it. You can use you card & ATM in any country in the world no fees. Or if ATM fees apply at the foreign bank, Swab will reimburse you.”
“I visited today to open a new bank account and was warmly welcomed by Mr. Arif. He provided exceptional assistance throughout the process, making it effortless. Highly recommended!”
“I went to the bank and received excellent customer service from Saige. She and the rest of the staff were super friendly and helpful. I had one of the smoothest banking experiences.”
“Went there to take care of my account rollover to Schwab. The staff (forgot to ask for his name) at the front desk was so professional and he made things so easy. I went in with a check from my previous account, and a few minutes later I was out with the check showing up in my Schwab balance.”
“(Translated by Google) Excellent friendly staff, and very efficient they helped me with my account, and everything was explained very well, I give them 5 stars!(Original)Excelente un personal amable, y muy eficiente me ayudaron con mi cuenta, y todo lo explicaron muy bien, yo les doy las 5 estrellas!”
“I had a fantastic experience at TD bank. The staff was friendly, efficient, and knowledgeable, making my visit hassle-free. They offered valuable financial advice, and their digital banking services are convenient. The branch is clean, welcoming, and safety-conscious. I highly recommend TD bank for outstanding banking services.”
“Ignored those previous comments because not everyone is rude and lazy to help customers. My personal experience as a customer who’s always there to help and guide me with all my financial inquiries. Ms. Irene F is one of a kind. Thank you and hopefully you stay there long enough to make a difference.”
“I recently visited PNC Bank for help with a balance transfer. Despite my limited English, Sami Omar was incredibly kind and patient, taking the time to assist me not once, but twice. His dedication and willingness to help were truly exceptional.
Sami's professionalism and kindness made a significant difference for me. He explained everything clearly and ensured that I understood the process. I am very grateful for his outstanding service.
Thank you, Sami Omar, for your exceptional help. You have made my experience with PNC Bank very positive.”
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“I've been in the real estate industry over a decade and have professional and personal experience with many lenders, traditional and non-traditional. Restoration Capital is honest, efficient and extremely professional. I have used them more than one time and look forward to more deals in the future. If you are looking for lending, look no further!”