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“The accountant Luis is awesome he really cares about your concerns and why you need the loan and what I wanted to do with the loan.I just went on and on because Im very passionate about my business he didnt brush me off we had some bumps in the road he didnt get frustrated with me he maintained a compassionate professional attitude all the way through the process. We need alot more of peolpe like Luis thank you for being great and going above and beyond to help your clients!!!!”
“Buenas tardes a todos, les comento que mi experiencia ha sido del todo positiva, pues una compañia con excelente servicio, eficaz y profesionalismo me contestaron todas mis dudas. Siempre contestan mis llamadas o mensajes. Ahy que tener presente que la reparacion de credito es un proceso, no va a cambiar en 3 meses. Me asistio Leydis en el departamento de ventas y Yohana en el departamento de customer services. Recomende a 2 amigas y hasta ahora les ha funcionado. Si quieren antes de comenzar hagan todas las preguntas para que queden satisfechos.Saludos,”
“I've had the privilege of working with Jacob Dean on my financial planning. I am not at all savvy with investments and management and Jacob has been great with explaining my options and guiding investments. I have been very pleased with the results progress towards my retirement. I also had questions about setting up college fund for my granddaughter and he showed me options that I could choose from to best meet our needs. I would definitely recommend their services.”
“Generally excellent, Legit, Kind, and reality based. My representatives Samantha, and then Adriana were always available and willing to work with situations and compassionate and professional”
“I am gratefull for this business. I was recommended to them with no hopes and a few months later I was able to finance my first vehicle and rent a property and get credit cards. Thanks for all the great you do to the community”
“I have been a client at Charles Schwab, Coral Gables for several years and find that their services are excellent. The front desk (Aimee) always greets with a smile and is very knowledgeable. She goes out of her way to assist and is very resourceful with a vast understanding of financial banking. The financial advisors are readily available to discuss our concerns especially with the increase in market volatility.I look forward to our continued relationship !E. BetancourtCoral Gables”
“I was impressed with the advice I received from my advisor Daniel Perez, but think it could've been a little more thorough. He was very helpful in having me transfer some additional funds I had in a lower yielding savings account into much higher yielding SIPC insured Money Market funds. Very knowledgeable and helpful overall as were the other staff there. The office location and layout are beautiful. Things that could be improved are to have a receptionist in the lobby to check you in, greet you etc, and that the advisor takes a little more time with you. I felt a bit rushed. Decaf coffee in the free beverages would be a plus as I'm sure many clients have to watch their caffeine intake. Overall a postive experience and I'd recommend them, but would just like to feel less rushed and have other potential investment asset allocations explored.”
“Life will surely teach you lesson before you will experience the good part of it , I have a bad experience falling from one scam to another until I read up a post about Mrs MICHELLE MILDRED, i was still in doubt kept seeing many testimony's of her good work so I was convinced and decided to give it a try and I gave in my last shot and invested $1000 for a start,she really played her own part of the deal as she promised me, now I have gotten my second withdrawal without paying for other charges fee like other account manager, If you are searching for an honest account manager, search no more and add up Mrs MILCHELLE MILDRED who taught me all I needed to know, thank you mam and may you have strength to continue to help others like you did for me.”
“As of this post, everything is going well, although some processes can be greatly improved, such as being able to receive passcodes by email, clarifying certain services, and other details.”
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“Great financial advice and super professional service. I really love Yesit’s transparency and patience in answering all my questions and providing me guidance.”