Closed
10 1st Ave, Englewood9AM - 1PM
1340 East Venice Avenue, Venice“Chad is a real fiduciary. He is very knowledgeable and patiently shows me what is happening with my funds while teaching me all about the investment system. I'm confident about my portfolio and now I'm also more experienced. This office makes sure I see them at least once a year to review my portfolio. Gigi is extremely courteous and helpful. I highly recommend this team!”
9:00 AM - 12:00 PM
13675 Tamiami Trl, North Port“OK we are not customers, and did not have an account at this bank. We were desperate for a safety deposit back and called and they told us even if we were a little late they would help us. The bank closed at noon and we didn't get there until 1145. Three different people had to stay to facilitate this procedure for us and they stayed 45 minutes past the time of usual closing and helped us cheerfully and competently. These people are extraordinary. They were all good but the name I remember is Jessica”
“Exceptional service and guidance. This is the first time in my adult life where I feel like I have a plan that is achievable and someone to help me stay on track.”