This place is terribly unprofessional and places unnecessary holds on accounts and checks. When you reach out to inquire, they are rude and say you aren't getting the money on their checks until your bank calls and demands the funds be released. Go anywhere else.
From BNY Mellon Wealth Management Tampa FL
Our Tampa team offers comprehensive investment strategies, personalized financial planning and exceptional client service to help individuals and families build, manage and sustain their wealth across generations and market cycles. Our Active Wealth approach builds customized strategies across five essential practices: invest, borrow, spend, manage, and protect that empowers our clients to confidently navigate the unpredictable and unexpected. We provide services for individuals and families, family offices and non-profit institutions.
Visit our website to learn more about our approach and services
