Services
Retirement Planning, Investment Advice, Wealth Management Strategies, Financial Advice
Year Established
2011
Listed In: Investment Services
By Julie Garman on May 29, 2025 Verified by Google
I have been in to this branch numerous times for all types of transactions and have nothing but exceptional service from everyone. Latoya always makes you feel welcome and exudes such positivity when walking through the door.
By Joseph Labounty on May 16, 2025 Verified by Google
I go in there once a month give or take, and I am always met with polite and respectful service every time. If you're having a bad day. Latoya will surely brighten your day , she has the sweetest personality made me feel like family. I now intentionally go out of my way to do business at this specific branch.
By Liz Stokes on December 20, 2023 Verified by Google
We don’t bank here, but are very thankful for Jose Valencia’s help this evening. My mom passed unexpectedly in April. Getting her account closed is on the long and exhausting to-do list after an expected loss. Jose made this experience as easy as possible. Thank you!
By Aubrey R. on November 24, 2021 Verified by Google
I just came in today to pay on a loan for the first time. Everyone said its a lot more complicated and hard but Latoya the cashier helped me so much today find every way to make it easier for me. There was a man in front of me that was having a bad day but she helped him with the most customer service expertise I have seen in a while. Even though she showed me how to use the mobile app to do everything by my self I might come back in just to see her.
By Shar V on January 17, 2020 Verified by Google
They got rid of the window tellers and now everyone has to go to the atm. I’m not sure why but other banks aren’t doing this which is what the tellers inside told me. We shouldn’t be 4 cars deep for the atm.
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