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    Bee's Credit Solutions

    1.0 (1 review)
    Closed 9:00 am - 5:00 pm

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    6 months ago

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    Trumark Credit Union

    Trumark Credit Union

    (8 reviews)

    It's a great credit union provided you NEVER, EVER, need to call their customer service center fora…read more question. Their customer experience on line, via the call center, or via email is HORRENDOUS. You often have to wait 1-3 hours to ask a simple question. Often the call center disconnects you after you have been on hold for 45 minutes or longer. It's been this way for the last 4-5 years and they have made no improvements. I don't recommend them to anyone who might need to interact with customer service. Probably the worst company i have ever dealt with in that regard.

    The customer service this financial center provided today was HORRIBLE!!!!…read more I must say "I am not a member of TruMark". However, TruMark is a shared bank with the bank that I do have an account with ... So it allows me to go here as well as a couple other financial centers for banking services. So if I was able to get to my bank/ I did not need to make a withdrawal. I would have never came here. (And I really wish I didn't) So I walk in through the secured doors. Feel out the withdrawal slip and get in line. The line is pretty long because I'm guessing maybe because the 1st is New Years and the branch will be closed. Also this bank has a lot of bilingual bank tellers here. Which is a plus, because it seemed like 95 % of the people that came in were Hispanic. But the part is some of the customers only knew Spanish and did not understand when the bank teller said "next"... And the tellers could tell the customer did not understand English. Yet still did not call or signal the customer. They just waited for another customer that was able to speak Spanish told the customer..... So the line is moving slow. So finally I get to the bank teller. She's saying "next" but I can't see her because she'll sitting at the end with her chair low..(ridiculous) When I get down to where she is her and the teller beside her have no customer. So instead of her saying "I said next".. It's like she wanted me to read her brain lmaoo. She puts my acct# in and says "it's not working the acct# number could be wrong or maybe your bank system is down and it won't let me pull it up" ... So being as though this is my first time coming to this branch or even using one of my financial centers shared banks. I go to hand her the card I received when I opened my account with my acct# number on it. So she can double check the numbersAnd she just blurts out without even looking at the card. "I already tried three times it won't let me, you need to call customer service" I'm at lost for words, after waiting in that line.... No type of customer service, just classless. So I step out of line, after picking up my withdrawal slip. I drop my darn phone I'm so annoyed at her unprofessionalism. And I hear her say "if you like you can go in the conference room"... I was a bank teller at Wachovia for almost 4 years. And when I tell you we strived for excellent customer service!! We looked to make the customers transaction was easy as possible. So not only did I have to wait 15 mins on hold with customer service for my bank. Just to find out if the bank teller would have just looked at the card I tried to show her. I could have avoided wasting 20 mins out of my day. Just because she wanted to make it harder for me... So I get back in line and now almost all the teller are out talking behind the counter but yet no one is calling me. Than one young girl does. And she acts like she has a attitude lmaoo. (I truly will never understand people) she puts my money on the counter and not in my hand.... Update ::: I spoke with the branch manager and she was very apologetic about my bad experience that day. And I really respect and appreciate it!! When someone reaches out to you after having a bad experience. It shows that they do in fact value their customers. Which she didn't have to do. So thank you!!

    Golden Wealth Capital - Best Fiduciary near me

    Golden Wealth Capital

    (23 reviews)

    My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

    My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

    Bee's Credit Solutions - financialadvising - Updated May 2026

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