Very professional, knowledgeable, and helpful in investing funds and handling Family Trust Account.Thoroughly knowledgeable about effects of interest rates and Federal Reserve Board actions.
August 2021
Horrible customer service. Condescending, mean spirited assistant manager and employee Adrian. They just wanted to fill up their 'hour' for my appointment and they wasted my time. Went over to Wells Fargo and they took care of every wanted in less than 15. Cheerfully. Avoid at all costs
We have taken proactive steps to enhance cleaning procedures to limit the risk of exposure, based on the Centers for Disease Control (CDC) guidelines, and follow local restrictions on the number of clients that can enter at one time. For these reasons and to best serve our clients, we may temporarily modify our hours. Please use our Mobile App or our website to check the hours and services available in your area.